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30 Tips from Microsoft for Moving Your Data into a CRM

30 Tips from Microsoft for Moving Your Data into a CRM

CRM Data Tips - boy climbing infographicMicrosoft Dynamics has spent the last 17 years working on integration of CRM, marketing automation, ERP. In those years, they’ve collaborated with thousands of different customers’ integration projects and all the data that comes with it.

The group recently boiled all of that knowledge down to 10 best practices for a smooth customer data integration project in this ebook. I recommend reading the ebook, but here are the tips that stood out most to me during my read.

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Marketing Automation: Building a CRM for Your Business

Marketing Automation: Building a CRM for Your Business

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Marketers and salespeople often complain their CRM is limiting them. Salesforce, MS Dynamics and Sugar CRM all presuppose a particular progression from Prospect to Sale. No doubt that the systems are based on 120 years of sales research best practices. But what about your business? Does the Lead > Contact > Account > Opportunity flow always work for you?

Marketing automation systems like Marketo can help you bypass the restrictions in your CRM to build a sales funnel that makes sense for your business. Each business operates a bit differently. Each business has its own sales culture, its own corporate culture, and its own view of how sales happen. So when a company tells you to use their software, you have to change your process, and you become resistant…and so does the sales team. I know many firms where Salesforce is a dirty word because it has dirty data and a process that no one tried to make work for the business. And therefore Salesforce is “broken.”

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