CRM Boom or Bust?

Businesses have had different experiences with CRM software. Some have done rather well and realized a significant improvement in how they manage customer relationships while others have struggled and say that CRM has just not worked for them.  Those that have had a good experience indicate that they have used CRM to automate the internal business processes that impact how they market, sell, and provide service to their customers and their effort has resulted in a positive impact on business performance. So why have some companies done very well with CRM software programs while others have not?  Could it be as simple as making sure you select the right CRM product?  Let’s dig a bit deeper and find out.

CRM software programs enable you to streamline your internal business processes, but you need to have those processes defined and in place. If you don’t, there is nothing to automate.   This is a critical component for the successful implementation, usage and return on your investment with CRM software.

One of the main reasons to implement CRM software is that is enables the ability to capture, track and manage leads so that they don’t fall through the cracks, and manage the sales cycle from the initial introduction to closure.  These critical business processes are often loosely defined in many businesses and as a result, regardless of which CRM solution they select it fails to get properly implemented and used.   This is because defining and implementing how you manage the sales cycle is not a technology or feature/function issue. It’s a human resource issue.  Addressing this requires an experienced sales executive to help you define these processes so that they can be automated within the CRM software. – Read more

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7 Tips to Prepare for Your Board’s Next Zoom Meeting

As the virtual meeting era evolves, we’re learning best practices on the fly. Your board can get ahead by putting these 7 suggestions into practice.

“Carl, you’re muted.”

We all remember the early days of the COVID-19 pandemic, when the world quickly pivoted to virtual meetings to keep businesses running as stay-at-home orders were enacted. 

For many boards, it meant adopting new technology, notably the videoconferencing platform, Zoom. With anything new comes a learning curve, and those early meetings often resulted in plenty of user-error and unexpected surprises. Participants struggled to turn on their microphones and cameras, while pets and children made unexpected cameos in all sorts of important business meetings.

What seemed like a short-term solution is now a permanent fixture of daily life. Even if you feel confident using Zoom, think about how you can enhance your sound and lighting, personalize your background, and implement other tips to make your next Zoom board meeting go off without a hitch.

1. Curate Your Background

Your Zoom background says a lot about you, so think of ways to let your personality shine. You can strategically place a piece of art or hang family photos, showcase a unique hobby, or highlight a favorite cause. Use a bookcase in the room to display some of your favorite books or authors. Even applying a fresh coat of paint or adding pops of accent color can make a tremendous difference. 

It’s not about competing for an appearance on Room Rater, but “staging” your background with some personal artifacts goes a long way toward providing a more professional and polished image. – Read more

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Top 12 benefits of RingCentral Cloud PBX for Microsoft Teams

So, you’ve finally committed to Microsoft Teams (or maybe you’re getting ready to commit), and you’re ready to make the most out of your purchase. How do you get started? First, you want to make sure you don’t overlook the one key feature Microsoft Teams does not include: telephony. 

Microsoft Teams can give you so much, but it doesn’t include external telephony capabilities. That means you need to set up an entirely separate system to handle public switched telephone network (PSTN) calls to enable calls outside of your business. 

The solution? RingCentral Cloud PBX for Microsoft Teams—the best way to get the most out of your Microsoft Teams investment. RingCentral Cloud PBX for Microsoft Teams is a Direct Routing integration (more on that later) that enables telephony natively in Teams, making your RingCentral/Teams integration a winning combo that delivers results.

📚  Learn all the facts when it comes to telephony for Microsoft Teams and find out how RingCentral can help. 

When it comes to your communications stack, it’s important that you have the flexibility to build it according to your exact business needs. Whether you prefer to have a single vendor or multiple vendors for communications, RingCentral provides you with the flexibility and options you need to be successful—no matter which tools you choose.

What is Direct Routing?

There are two ways to add telephony to Microsoft Teams: Microsoft Calling Plans and Direct Routing. With Microsoft Calling Plans, you can use Microsoft as your telephony carrier but there are a number of restrictions, including limited PBX functionalities and feature capabilities. Direct Routing, on the other hand, lets you choose your own telephony carrier and PBX services to connect to a PSTN. That means you can choose your own telephony carrier and PBX service (like RingCentral) and connect it to your Microsoft Teams setup. 

When choosing RingCentral for Direct Routing, you can use RingCentral for voice needs, such as lines, phone numbers, and minutes, while retaining Microsoft Teams as your messaging application provider. All incoming and outgoing calls are routed through the RingCentral cloud network using the Microsoft Teams application—everything is seamlessly tied together with a native experience within the Teams interface. 

Direct Routing makes it possible for you to connect RingCentral’s enterprise-grade telephony with Microsoft Teams’ collaboration platform so you can utilize the best of both worlds.

12 benefits of RingCentral Cloud PBX for Microsoft Teams

So what are the top 12 benefits of choosing RingCentral Cloud PBX for Microsoft Teams? We’ll tell you.

🔍 Grab our datasheet to have the entire 12 benefits of RingCentral Cloud PBX for Microsoft Teams list handy. 👀 Grab the datasheet

1. Intuitive Teams experience

RingCentral Cloud PBX for Microsoft Teams integrates natively into Teams, so you can still use the same Microsoft Teams interface with the power of RingCentral’s telephony to back it up. And you won’t have to ever worry about additional downloads, bots, or plugins—what a relief! – Read more

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