Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Inside Sales on CRM CE?

  • 1.  Inside Sales on CRM CE?

    GOLD CONTRIBUTOR
    Posted Jul 02, 2019 03:26 PM
    Hello fellow CRM Experts,

    Our org is looking to add our new Inside Sales team to the CRM which is currently outside/national sales and not such inside/retail level.  We are new to the Inside Sales and also new to an inside Sales model for CRM.  any resources or suggestions on best practices?
    Contacts/Accounts- Relationships, BPF's Playbook....scripting, queues, this type if information.
    I am looking for discussing this offline in detail if you are open to sharing your experience.  thanks. JV

    ------------------------------
    Jill Vari
    Dynamics 365 CRM Admin/Developer
    Servicelink
    Moon Township PA
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Inside Sales on CRM CE?

    D365UG/CRMUG ALL STAR
    Posted Jul 03, 2019 08:06 AM
    Jill, we have been using CRM for our inside sales team for about 3 years now.  I was part of the inside sales team before moving around in the company a little bit and now currently serving in IT.  We are using CRM 2016 currently, having upgraded from CRM 2015 about 18 month ago.   I would be happy to talk about how this works for us.

    ------------------------------
    Jennifer Codding
    Senior IT Business Analyst
    CMC Group
    Bowling Green OH
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role