The cost of misalignment between marketing and sales teams can be enormous for organizations across industries and among different business sizes. While you likely learned this after reading Ledgeview’s eBook, “Defining Your Process from Lead to Opportunity,” we elaborate on
Automation tools in Microsoft Dynamics 365/CRM are incredibly powerful tools that admins can take advantage of to help increase their day-to-day efficiencies. The three we review in this post with a quick list of pros and cons for each, plus
There are many ways to show your Customer Service Reps, or any employees in any department, how much you value what they’re doing. By rewarding successes, you acknowledge their work in a way that is special and unique, while simultaneously
When you truly understand the role an inside sales program can play within your organization, you can begin to identify the facts around what makes a successful program. According to Dave Elkington at Inside Sales.com, Inside Sales Programs are growing
In different industries, different challenges are experienced. This is common knowledge (and sense) in the world of business. For Lubricant Marketers, a common struggle is having a way to gain 360-degree views of their customers. That begs the question: Is
Salesforce Knowledge lets Customer Service Agents and Users create and manage important company information and securely share it when and where it is needed. With Knowledge in Salesforce, you can create different articles and forms on common issues. This is
LinkedIn is the primary social media network for modern professionals. With the opportunities to network, find jobs, post resumes, and participate as thought leaders in relevant LinkedIn Groups, also comes the opportunity for marketers and advertisers to benefit from B2B
Currently, Microsoft Dynamics 365’s new auditing tool has limited availability for admins. Microsoft anticipates changes to come with the tool, but for now, it is limited to use to versions 8.2 and 9.0 for Microsoft Dynamics 365 admins. That in
While the idea of hiring inexperienced customer service reps that require ample training and less pay straight out of college may seem like a win for some organizations, the real truth is that you need to invest in experienced customer
The last thing you want as the CRM Sponsor, Admin, or Manager is complete lack of User Adoption. How do you avoid a solo project? Establish a plan for your CRM Implementation’s Success. Here are 5 things every CRM Implementation
As a CRM User, it might feel hard to step away from digital environments while you’re on vacation this summer, or out of the office enjoying the weekend in general, and even just when you’re going home at night to
The deadline to upgrade to Microsoft Dynamics 365 Version 9 is fast-approaching, and Ledgeview issues the following warnings so you can prepare. Whether or not you’re currently a Ledgeview customer, we want to see you succeed with this upgrade, and
Salesforce Summer ’18 is full of great new features that both Users and Admins can benefit from. When it comes to dashboard updates, Salesforce has risen to new levels that you will love. Ledgeview does, too. In fact, our CRM
Facebook is arguably the king of social media, so it’s no surprise that more marketers are heading to the digital space to advertise to their target customers. According to Facebook itself, the social media network has 2.07 billion monthly active
Voice of the Customer (VOC) is an incredible tool in Microsoft Dynamics 365/CRM that allows users to create and send surveys to customers in order to obtain relevant feedback. Customers can easily take those surveys on their phone, tablets, or