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If those small teams have plans of expanding and have already charted their growth path, then yes, use MS Dynamics or other CRM to achieve that goal.Using a CRM in a small organization isn’t very popular, as many of these businesses have little to spare for software licenses and the full cost of a CRM project. Many small organizations stick to the basic CRM tools, that is, a spreadsheet, an email, virtual drives, and even customer cards. All these things are way cheaper than a CRM implementation.These tools, however, are insufficient for optimizing data and elevating customer relationships and experiences. These tools, being separate, don’t integrate data or work in sync. Maximizing each tool takes effort from users, and robs them, too, of precious time that could have been spent interacting with customers.This is the problem that a CRM software addresses. With its various functions, a CRM can help sales, marketing and service reps become more efficient and focus more on the customer.Many feel that CRM are only for big businesses, but small businesses can also benefit from a CRM. Once your company hits a certain size, say a hundred employees, it’s time to consider buying a CRM. Something like MS Dynamics 365, which is highly scalable and has both on-premise and cloud-based solutions, is a good choice.MS Dynamics 365 has all the necessary features for managing customer interactions. It’s got relationship insight, integration with Outlook, and workflow enhancement tools. You can also customize your Dynamics 365 with add-ins for CRM-telephony connection, survey reports, and document signing.There are Microsoft partners that specialize in Dynamics CRM implementation for small organizations. Anyone that needs help with that or would like to consult more about this can check out AppSource to view the list of MS recognized partners.

CRM typically stands for "Customer Relationship Management" and is used to store information about your customers such as name, job title, company, email address, etc. It's essentially a storage system but doesn't do anything on its own.Marketing automation is a system that allows you to automate certain tasks related to marketing (and sometimes sales). For example, you can set it up so that when someone provides you with their name and email address, you can automatically send them an email which may contain an e-book. However, it typically doesn't store any information. The real value is in connecting a CRM system to a marketing automation system such as connecting Marketo to Salesforce. This will allow you to automate tasks based on information stored in the CRM system. For example, you can automatically send a 'thank you' email to customers who have spent more than $100 with you. It will also allow you to add additional information into the CRM system automatically. Your marketing automation systems can detect when prospects are ready to purchase and automatically enter that information into your CRM system so your salespeople can contact them. 

Hey,Thank you for the good question!The sales pipeline is one of the most essential things in your CRM. It’s a group of contacts/leads/clients united by a specific feature. For example, contacts in your CRM may be combined in pipelines by the stage of negotiations, statuses, dates, etc.In a perfect situation, every sales pipeline is a logical continuation of the previous one. Hence, all your pipelines featured one by one should build and visualize your sales process. Usually, it depends on the company and its sales workflow. CRM pipelines may be customized in many different ways.Let me show you. Here are standard pipelines in NetHunt CRMNew means that clients in this pipeline has just signed up and they need to be signNowed out to.Contacting pipeline has all the clients that received the first email from us.Interested pipeline unites clients that replied to our email and now we know that they are interested (obviously :) in our product.CRMs don’t limit you to the number of sales pipelines to be created. You are the one to decide which sales pipelines to add and in what order. The most important thing to keep in mind here is that sales pipelines should help you sell effectively and keep your performance high.These articles will help you set up your sales pipelines properly:How to Build an Efficient Sales Pipeline5 Pipeline Customization Tips to Improve Customer SatisfactionI hope I helped you to connect the dots. Feel free to message me with any additional questions regarding CRMs and how they work.Good luck!

You can, in some way.There are a lot of templates for Excel that would allow you to use it as a CRM system. For instance, you may use this one: Excel Customer Relationship Management Template | CRMHowever, keep in mind that there a lot of drawbacks of using Excel as a CRM system, such as:No Backup: If you or one of your employees delete the spreadsheet, all data is lost.Data Not Centralized: A full-featured software package compiles all the data, activities, and communications in one 360-degree view. This makes account and contact management really easy. Yet, Excel can’t compete – emails, phone call logs, and activities are spread across each team member’s laptop.Data Not Secure: Every member accessing the spreadsheet can see all the information – there is no way to secure sensitive information such as commission payments.No Integration: Spreadsheets can’t be integrated with other essential for your team software. That’s why you’ll always have to copy and paste all information manually and use a lot of tools at the same time.No Pipeline or Activity Management: Sales pipelines and sales activities have to be managed manually, which can be avoided with a full CRM system.If you want to get serous with clients/deals management, better invest in a real CRM system. There are a lot of free options, so you can start with one of them.

Dynamics CRM - WordPress Customer PortalWe have integrated Wordpress with Dynamics CRM to create this customer portal offering which will provide a self service support center for your customers. It combines the user friendliness of WordPress with the robustness of Dynamics CRM software.Customer EngagementIt is important to engage the customers with your brand. Through the customer portal, they will be able to interact with your company at their convenience without any manual intervention.Cut down on expensesNo need to set up a call centre to answer customer queries as the portal will take care of the same. Tickets will be generated and resolved by their deadlines.User-friendlyWhether it is about fetching details about a particular customer or finding a form that was filled by one of them, the Dynamics CRM WordPress Portal makes the entire process effortless.Key Product FeaturesSet Accessible Modules for CustomersCustomer Portal provides an easy way to make different modules of Dynamics CRM accessible to WordPress users resulting in a portal from where your Customers can engage with you. Create roles, include modules to be made accessible to that role and assign them to your Customers.Mass Generate CredentialsGenerate portal credentials for already created CRM contacts in a single click and convert them to portal users. An email will be also sent to them with their portal credentials.Configure Module LayoutsSet Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for each module in Dynamics CRM. You can set Layouts for List, Edit, & Detail view from Dynamics CRM and the same will be displayed in the Portal.Customize Your PortalName your portal, upload a Logo, set records to be displayed on a page and set display options like theme color and color for calendar modules.Choose standalone page template with custom design or set full width page template with theme header and footer.Single & Secure Sign-inSafe and secure Portal Login for customers. Single sign-in for default WordPress user account as well as for the portal.A new user can directly sign-up from the Portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system, a user will be created in WordPress and Dynamics CRM Contacts module. Once signed-up from the Portal, User can directly login to the Portal and can also access his WordPress Account without having to login again.Attractive Dashboard with iconsGet an attractive dashboard with all enabled modules for quick accessibility. Only those modules which are assigned to the customers by the administrator will be displayed in the Portal. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Set modules displaying recently added records and view them on your portal dashboard.Manage CRM records from PortalAdd, Update or Delete records from the portal which will reflect in Dynamics CRM. Ease of access to portal modules with a single pane http://display.An easy to use interface will help users to add records into the CRM or to display records added from the CRM.Calendar View for daily activitiesView all your tasks, meetings and calls scheduled for the day, week or the whole month in calendar view. This will help users to view all their important activities at one place.Access Knowledge Base from PortalKnowledge Base shows all of the articles that are available to your customers. Customers will be able to access knowledge base articles based on their categories or search the articles.

We have integrated Wordpress with Dynamics CRM to create this customer portal offering which will provide a self service support center for your customers. It combines the user friendliness of WordPress with the robustness of Dynamics CRM software.Dynamics CRM - WordPress Customer Portal is best choice for you.Set Accessible Modules for CustomersCustomer Portal provides an easy way to make different modules of Dynamics CRM accessible to WordPress users resulting in a portal from where your Customers can engage with you. Create roles, include modules to be made accessible to that role and assign them to your Customers.Mass Generate CredentialsGenerate portal credentials for already created CRM contacts in a single click and convert them to portal users. An email will be also sent to them with their portal credentials.Configure Module LayoutsSet Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for each module in Dynamics CRM. You can set Layouts for List, Edit, & Detail view from Dynamics CRM and the same will be displayed in the Portal.Customize Your PortalName your portal, upload a Logo, set records to be displayed on a page and set display options like theme color and color for calendar modules.Choose standalone page template with custom design or set full width page template with theme header and footer.Single & Secure Sign-inSafe and secure Portal Login for customers. Single sign-in for default WordPress user account as well as for the portal.A new user can directly sign-up from the Portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system, a user will be created in WordPress and Dynamics CRM Contacts module. Once signed-up from the Portal, User can directly login to the Portal and can also access his WordPress Account without having to login again.Attractive Dashboard with iconsGet an attractive dashboard with all enabled modules for quick accessibility. Only those modules which are assigned to the customers by the administrator will be displayed in the Portal. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Set modules displaying recently added records and view them on your portal dashboard.Manage CRM records from PortalAdd, Update or Delete records from the portal which will reflect in Dynamics CRM. Ease of access to portal modules with a single pane http://display.An easy to use interface will help users to add records into the CRM or to display records added from the CRM.Calendar View for daily activitiesView all your tasks, meetings and calls scheduled for the day, week or the whole month in calendar view. This will help users to view all their important activities at one place.

Call to action (CTA) is one main ingredient in video marketing which can persuade your viewers to take immediate action. Best examples of CTAs can be, “Try it now,” “Join us,” and “Sign up”.If you’re going to upload your video on YouTube, then they provide an option to add CTA buttons, annotations inside the video. Though YouTube can be a great start for you to spread brand awareness, you may not be able to generate leads or track them efficiently.That’s why you need tools like Hippo Video with which you can add call-to-action buttons in your video and start generating leads right away. You...

Smartly integrated Dynamics CRM and Joomla to make the enterprise data exchange easy and to create a world class self service customer portal for your customers. Get ready to provide a wonderful service experience to your customers!Across industries, empowering customers to get self support with minimal manual involvement from customer support has been a great cost cutting tool without compromising on the quality of support.MS Dynamics CRM Joomla customer portal empowers customers to get support on their own. They can raise complaints, schedule appointments and calls, create tasks, etc on their own. So they can get on-demand support.The usage patterns of customers can be easily tracked in the Microsoft Dynamics Joomla customer portal and combined with their personal info, a personalized support experience can be provided to them.Key Product FeaturesSet Dynamic rights for accessible modulesDynamics CRM Joomla customer management portal provides an easy way to make different modules of Dynamics CRM accessible to portal users from where your Customers can engage with you. Create roles, include modules to be made accessible to that role, assign dynamic rights and assign them to your Customers.Mass Generate CredentialsGenerate portal credentials for already created CRM contacts in a single click and convert them to portal users. An email will be also sent to them with their portal credentials.Configure Module LayoutsSet Portal Layouts for each accessible module. Joomla Dynamics CRM customer portal plugin provides facility to set Portal Layouts for each module in Dynamics CRM. You can set Layouts for List, Edit, & Detail view from Dynamics CRM and the same will be displayed in the Microsoft Dynamics customer portal for Joomla.Customize Your PortalGive your portal a name, upload a logo, set records to be displayed on a page and set display options like theme color and color for calendar modules. Choose standalone page template with custom design or set full width page template with theme header and footer.Secure Sign-inSafe and secure Portal Login for Customers. A new user can directly sign-up from the MS CRM Joomla customer portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system then a user will be created in Dynamics CRM Contacts module.Attractive Dashboard with iconsCustomers will get an attractive dashboard with all enabled modules for quick accessibility. Customers will be displayed only those modules which are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Joomla admin can set modules displaying recently added records and allow portal users to view them in their dashboard.Manage CRM records from PortalCustomers can add, update or delete records from the portal which will automatically reflect in Dynamics CRM. They can easily access all the portal modules in one go with a single pane display on the left. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.Calendar View for daily activitiesUsers can view all their appointments and phone calls scheduled for the day, week or the whole month in calendar view. This will help users to view all their important activities at one place.

Not sure about "most used," but here are some commonly used ones:Guest PostingYou don't have an audience for your blog yet? No problem... find someone who does and offer to write a guest post. Regular content production can be so time consuming that people are often happy to get a day off.Help a Reporter Out (HARO)Looking for press coverage? Sign up for Help A Reporter and get 3 emails sent to you every day with topics from journalists looking for stories.Post to Quora (and other forums where your audience is)If you're asking questions on Quora but you aren't answering them, then y...