Category: Sales and Service

February 16, 2021
Why Waste Money? Help Your Sales Staff Sell More without Buying More Software They Will Not Use

There are a lot of articles on the internet that tell you why CRM implementations fail, but the facts remain constant: a significant portion do.  Industry studies show that up to 63% of CRM implementations fail. So then, if you already own software that is fully integrated with your customers and your sales history, why […]

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January 5, 2021
The Secret behind Successful Marketing in Business Central

In my last blog, Managing the Success of your Campaign, I discussed using Campaigns to set prices and using Segments to provide your sales staff with a more targeted list on which to focus their efforts.  The Contacts you select for your target list are based on attributes you or Business Central has assigned. But […]

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December 15, 2020
Managing the Success of your Campaign

In my last blog, “Interactions, a Sales Rep’s Diary”, I discussed using Interactions to document the touchpoints you have with your Contacts.  It’s an easy and powerful way to record the interactions with your leads and clients so you don’t have to remember everything and can recall them when needed.  In prior blogs, I’ve written […]

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December 1, 2020
Interactions in Microsoft Dynamics 365 Business Central: A Sales Rep’s Diary

In my last blog, “The Sales Rep’s Handbook: Opportunities and Sales Cycles”, I discussed using Opportunities and Sales Cycles as a roadmap to get you to the end of the deal.  But the roadmap is just a guide; it doesn’t close the deal. Day 1 of every salesperson’s training covers the importance of documenting your […]

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September 14, 2020
The Sales Rep’s Handbook: Opportunities and Sales Cycles in Business Central

In my last blog, "Adding Rocket Fuel to Your Segments in Business Central," I discussed using the Segment to pinpoint our targeted audience.  We used a combination of Segmentations assigned to our Contacts to limit our scope to those Contacts that met the requirements of our targeted audience. Now it’s time to drive your sales […]

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The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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