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Learn What Makes Your Customers Tick by Evaluating Purchase Trends

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While each customer can be unique, with specific product preferences, price points, or delivery schedules; their buying behaviors can highlight trends. By evaluating purchase trends amongst your entire customer base, you can uncover new ways to improve marketing, boost sales, take advantage of new opportunities, and respond faster to deviations in strategic plans.

Getting to know customer needs and preferences is necessary for creating targeted marketing campaigns that capture their attention and delivering the personalized services that keep them coming back. While this information can strengthen customer relationships, it can also be used on a much larger level. Download “7 Ways to Grow Sales with Intelligent CRM,” to see how this information can also be used to spot trends and improve marketing and sales activities.

Using Knowledge to Capture, Close and Capitalize

An integrated customer relationship management (CRM) solution, such as Microsoft Dynamics® CRM, can capture a great deal of information about customers including key contacts, locations, specifications, and other requirements. Each customer account can also include details about historical and current purchases, such as the types or quantities of products that customer has ordered, shipping details, and price schedules. In addition, communications and documents can also be connected to the customer account. While this data can strengthen customer relationships, it can also provide the end-to-end insight needed to identify trends in customer buying behaviors, as well as the marketing activities that have—and will continue to—capture their attention.

Microsoft Dynamics CRM offers built-in business intelligence and reporting features that you can use to spot purchase trends across your entire customer base. Evaluating historic and current sales will highlight popular products and product lines, regional or seasonal trends, as well as individual or team sales success. You can also identify trends within marketing campaigns and discover which activities and campaigns result in the strongest leads or those that work best for a particular product or customer demographic. The more you can learn about what inspires a response with a new prospect or existing customer, the more you can capitalize on these interactions.

Identifying trends within your data will strengthen customer relationships, marketing activities, and sales. Download the infographic and contact GNet Group to learn how to Microsoft Dynamics CRM can provide the information you need to spot trends and leverage your information as a competitive advantage.

By GNet Group, a Gold Microsoft Partner with offices in Minnesota, Texas, Iowa and India

 
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Learn More About Your Customers to Target Prospects More Effectively

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Understanding each customer’s needs and demands can provide insight to target prospects with greater efficiency. Harness the data within your customer relationship management (CRM) solution to identify the prospects most likely to buy, with the marketing tactics that are most likely to improve their engagement and experience.

There are many more ways to reach out and engage customers than ever before. In addition to traditional advertising methods, such as print, TV, and billboards; there are online avenues, including numerous social media networks and digital advertising. Businesses quickly find that taking advantage of every possible marketing and advertising opportunity can become cost prohibitive. Don’t waste time or money on marketing efforts that aren’t delivering results. Download this infographic, “7 Ways to Grow Sales with Intelligent CRM,” to discover how CRM can provide the information you need to fine-tune marketing efforts by targeting prospects more effectively.

How Can You Use All That Data as a Strategic Advantage?

An integrated CRM solution, such as Microsoft Dynamics® CRM, offers the ability to capture and analyze volumes of data about customers, sales, and marketing efforts. Microsoft Dynamics CRM also offers business intelligence and reporting features to simplify how you can identify trends within these vast data sets. You can evaluate customer records and focus on demographical data, such as what types of customers are most likely to purchase your products or services. Analyzing sales data can also highlight interesting trends about products, like those that may be increasing in popularity or products with more regional or seasonal trends. In addition, CRM can be used to monitor marketing activities, indicating which types of activities and campaigns attract the attention of more prospects, resulting in more reliable leads. Microsoft Dynamics CRM helps you listen to what customers are saying on social media sites, providing another level of rich data that can be used in your marketing.

Zeroing in on the marketing activities that have attracted customers in the past can provide the insight you need to refine tactics and capture the attention of similar prospects, as well as save money in the process. Download the infographic and contact GNet Group for more information about understanding your customers better and using this information to target prospects with greater efficiency and accuracy.

By GNet Group, a Gold Microsoft Partner with offices in Minnesota, Texas, Iowa, Pennsylvania and India

 
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7 Ways Businesses Can Apply Machine Learning to CRM and Boost Sales

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Today’s customer relationship management (CRM) solutions offer a wealth of information and opportunities, if your people know how to access and use it. Businesses that apply machine learning to CRM are able to target their audience, identify buying behaviors, and breathe new life into sales. Learn how to put CRM data to good use and grow sales with intelligent CRM.

Your sales representatives might have a ‘good feeling’ as to which products customers are most interested in, and your marketers can have a ‘good feeling’ about their next campaign; however, best guesses don’t drive profits. Download the infographic, “7 Ways to Grow Sales with Intelligent CRM,” for quick insight into what your prospects and customers are thinking, then leverage that insight to boost sales. Learn more about these seven tips:

  1. Zero in on prospects: Use CRM to analyze customer data to predict buying behaviors and focus on the marketing tactics most enticing to prospects.
  2. Collaborate to increase sales: Sharing customer data amongst departments can identify new opportunities to increase cross-sales and up-sales.
  3. Score leads: By scoring leads, your sales team can focus on the opportunities most likely to win sales in the shortest amount of time.
  4. Identify trends: Evaluate historic and current sales to identify trends in buying behaviors, then leverage this insight to take advantage of new opportunities.
  5. Fine-tune marketing efforts: Analyze customer behaviors and responses from previous marketing campaigns to determine which efforts attract the most attention and generate the most leads. Fine tune those efforts to improve the campaign results and fill up the sales pipeline.
  6. Strengthen forecasts: Assess past wins and losses to improve forecasting by individual or the entire sales team.
  7. Use social networks: Learn more about your customers by connecting to popular social networking sites, then use that data to strengthen customer interactions.

Although years of experience can provide marketing and sales teams with a good indication of what captures the attention of your customers, you need good data to make data-driven decisions. A powerful CRM solution can provide reliable information about prospects, customers, and marketing efforts that you can use to improve sales. Download the infographic and contact GNet Group for more information about increasing sales with the support of intelligent CRM.

 
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Browse Climalytics in Power BI

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Below is a Power BI report which allows you to interactively explore weather data mashed up with healthcare data:

 

 
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Power BI Update – Pin Excel Visuals Directly To Power BI

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Microsoft has added another new feature that will be a big plus to all companies who put a lot of emphasis on reporting done through Excel. They have now given users of Power BI the wonderful ability to pin Excel visuals directly to Power BI. As with most things within Power BI, the process is as simple as it gets.

For example, I spent literally 3 minutes to get from a blank Excel document to having a new tile on my Power BI Dashboard, all using Microsoft’s example data outlined in their AdventureWorks suite. It really works as simple as Create, Pin and Confirm:

powerbivisuals_1

While the process is simple, there are always details to note that can prove critical if not considered. Microsoft’s answer is to create the Pin Manager. The Pin Manager is used to track your visuals that are being used in Dashboards and also gives you the ability to manually update them:

powerbivisuals_2

 

 

 

 

 

 

 

 

 

 

 

 

Presently it appears that the update cannot be scheduled or automated so the use of this feature should be selective until it becomes available.

The question therefore is why would you use the visuals you have created in Excel instead of using the embedded visuals in Power BI? The majority of significant visuals are present in both and Power BI can be scheduled to update automatically?

I believe there is a twofold answer. The first is that while Power BI is wonderful for visualizing cubes and creating models in, some datasets and spreadsheet data can be considered either too small or not compatible for a pivot model. In these scenarios the ability to Pin directly from Excel may be a better option.

The second answer is as simple as the tool itself. Despite all these new tools coming out, some people and companies simply prefer Excel, proven again by the fact that it is still the most used office software in the world.

Written By: George Bryant, GNet Group

 
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