How to Track Critical Customer Communications

 In Microsoft Dynamics CRM Blog

Keeping in touch with your prospects, customers and partners is critical for maintaining a healthy balance sheet. With so many communication outlets, one might think it would be easier than ever to know who’s saying what, when and to whom. Are you positive that you’re not missing any part of your customers’ discussions?

How to be sure you’re tracking communication:

  1. Know who is Listening – track email opens and click thru’s, website visits and submitted contact forms, connect with people in social media outlets, get announcements when there’s a buzz in the news about a prospective company or a contact.
  2. Show you are Listening – by being informed of industry changes, company changes, contact status updates, etc… you’ll be able to more quickly and appropriately react and reach out to your audience with more informed, customized content fitting the situation
  3. Interact and Track – use Dynamics CRM, integrated with Outlook, combined with an email solution such as ClickDimensions and sales intelligence systems such as InsideView and your sales team will never miss an opportunity to interact

Join a live, interactive webinar to learn more about how leading organizations are improving their lead generation effectiveness and increasing sales by staying in better touch with their audience and leveraging the power of Dynamics CRM.

Tips2Win Webinar Series

“How to Improve Interactions with Prospects, Customers and Partners”

Tuesday, July 22nd at 11 am EDT & 4pm GMT

Duration: 30 minutes

Natasha Spurr
Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.
Recommended Posts

Start typing and press Enter to search