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With the year drawing to a close, it’s always a good time for some new year’s resolutions. But don’t worry, we won’t tell you to go to the gym: instead, take the time to optimize the use of your Microsoft Dynamics 365 Sales (CRM) solution with these few simple tips. They’ll help you make the most of your CRM solution in 2022 and ensure you start the year off on the right foot!
Make sure your contacts are up to date
Keeping your contacts up to date is essential to make sure your marketing efforts reach their targets, but it also requires a lot of effort. Personalized CRM views can make things easier by filtering contacts based on their “last modified” date, for example. A marketing automation solution such as ClickDimensions also lets you validate email bounces after every send.
Clean up your marketing lists
Take some time to review and clean up your existing marketing lists, and maybe create new ones. This will ensure your emails, surveys, and communications reach the right people, increasing their impact. If you’re diligent about keeping your contacts up to date, dynamic lists are a great time saver, as they will always remain up to date.
Review the use of your process bars
The process bar greatly facilitates the use of the CRM by guiding users through every step, but it may not always line up with your organization’s reality. It might be worth taking the time to review the process bar and make any necessary adjustments after a few months of use. That way, you will improve its use and ensure it keeps working the way you do things.
Promote the use of the CRM internally
A CRM solution is only as effective as its user adoption rate. To make sure your users make consistent use of your Dynamics 365 solution, consider contests or gamification. Incentives and rewards can be a good way to increase user engagement with the solution, and help employees see the benefits of using it.
Deploy a client portal with Power Apps portals
Microsoft Power Apps provide everything you need to build web-based, interactive portals for your clients to connect and communicate directly with your organization. By providing a direct channel to clients, Dynamics 365 Portals maximize engagement and interaction while also freeing up your service and support teams. If you don’t have one set up already, it might be a good thing to look into in 2022!
The trick to keeping your resolutions is to set measurable, attainable goals, so feel free to use the ideas above as inspiration and tailor them to the realities of your organization! You will start 2022 on the right foot and make the most of your Dynamics 365 Sales solution, facilitating the use of your CRM and maximizing the impact of your marketing campaigns. Need more ideas? Check out our Microsoft Dynamics 365 CRM Optimization Tips.
By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec
About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.
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