Having Microsoft CRM within your business is only the first step to successful customer relationship management. To complete the circle of success in CRM follow the Customer Dynamics process.

Understanding and managing your client database is an essential part of running a successful business.  We recently assisted Creative Sign Designs in getting the right tools they needed in order to stay organized, provide a higher level of customer service, and expand their business overall.

Too many tradeshows go used by businesses without being capitalized on for leads. It's time to stop wasting money and harvesting all your leads from tradeshows using Microsoft CRM.

For a Manufacturing company, attending Tradeshows can be a great source of new leads. New, qualified leads can result in new orders and additional revenue. Are you maximizing your tradeshow investment? Are you able to track your tradeshow expenses, resulting leads and track them directly to revenue?

Attending different industry tradeshows can be expensive. Some companies spend their tradeshow budgets with the idea that they will just go to the show and see what happens . Or another approach is to invest time and money in planning, designing and producing new marketing collateral, booth rental, travel expenses but when the tradeshow is over, the new leads don’t make it into your system. You do have a system for tracking your tradeshow leads don’t you?

To effectively utilize your tradeshow budget and maximize your return on investment, you should be doing the following:

Create a Tradeshow marketing plan that includes pre-show, at-show and post-show marketing activities. Have a "lead...

Our approach to managing and running CRM implementation for multiple clients at the same time involve some very basic “Agile” principles of doing first things first, keeping iterations small, and running sprints.  An overview of CRM philosophy can be found on our CRM Success page at http://www.customerdynamics.com/CRMSuccess.aspx.

Our approach with our support and maintenance customers uses a simple backlog type approach as shown below:



This diagram shows the overall flow of work items (user stories and tasks) from initial inception, onto the Backlog, then onto the appropriate Sprint.

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