I have worked with many organizations, and the ones that have a clear definition of their terminology have an operating advantage over their competitors. I just spent a day listening to a client arguing over their most fundamental terminology. The meeting could have taken half of the time if they could agree on the word “Application”: was it a single document, an assembly of documents, or a process?
If you're looking for technical information and tips for Dynamics 365 for Sales and Marketing (CRM), check out James Studer's new blog Living in Dynamics.
Membership Management Means Listening to your Members
Most associations and non-profit organizations thrive by establishing relationships with their members. It’s important to listen to your membership, understand what they need and what is important to them, so you can deliver it. What happens when your members have gone silent? How quickly did you notice that a member or group of customers has stopped communicating?
Most companies are trapped using traditional budgeting approaches and these approaches have been sped up by automation–but in many ways, that automation has merely multiplied the pain that poor practices inflict on accounting staffs. Traditional budgets still take too long to prepare, cost too much, and in many cases, are filled with errors and assumptions that quickly become out of date.
Should a membership organization give grace periods? I think the answer is a qualified “yes”.
If you have a grace period policy, you are sending the signal to members that it is ok to pay late, and it is human nature for people to take advantage of it. The problem is that if you have a grace period, you have a problem that affects so many parts of your organization.
Early last week, I told a prospect I would send a white paper later that week. When the day came and I had completely forgotten about our conversation, Cortana (Microsoft’s AI platform) sent me a reminder that I committed to send the information. With this event, I realized that Artificial Intelligence (AI) is already a part of my daily work life. Although lately, AI is a hot topic in the technology industry, it is sometime described in complex terms.
What makes a CRM software truly valuable is not the ability to track every movement your membership base makes, but the amount of critical data that you are able to collect once the system is properly adopted. The newest versions of Microsoft Dynamics 365 for Sales are furthering the ability for automation, tracking of member activity, and success rates with simple data entry. This means that instead of using your CRM strategy to track your membership engagement, your association’s strategy should refocus to look at the big picture that Dynamics 365 can provide. The question becomes, what data should you really use your CRM system to focus on and track?
The annual Dynamic Communities Summit will be held this year from October 10th – 13th in Nashville, TN. With thousands of attendees, the three-day Summit is the premier user-focused conference for Microsoft Dynamics GP, NAV, AX, SL, CRM, and the new Dynamics 365 platforms...
Microsoft continues to impress and score points with industry analyst
Microsoft has invested heavily in cloud-based solutions and the results are paying off. Forrester has released a new report that details Microsoft's ascent to the coveted "Strong Leader/Strong Strategies" (the holly grail!) quadrant for Sales Force Automation. Microsoft's Dynamics 365 for Sales and Marketing, along with Office 365 and Dynamics 365 for Finance and Operations, make for a powerful technology foundation for any business...
Today at Inspire, Satya Nadella unveiled Microsoft 365, which brings together Office 365, Windows 10 and Enterprise Mobility + Security, delivering a complete, intelligent and secure solution to empower employees. It represents a fundamental shift in how we will design, build and go to market to address our customers’ needs for a modern workplace.
Solver, Inc., the global leader in Corporate Performance Management (CPM) for mid-market ERP systems, announced that its next-generation cloud CPM suite, BI360 Cloud, built on and for Microsoft Azure, is now available