Podcasts about sales app

In this episode of The D2D Podcast, Doug Bush, Director of Sales Development at SalesRabbit, shares how the Amplify Software is transforming door-to-door sales with gamification. Amplify drives rep engagement and performance by leveraging personalized competition setups, real-time data analytics, and behavioral insights. Doug provides actionable strategies, including customized coaching techniques and comprehensive performance tracking, to help sales teams thrive in competitive environments.JP Arlie and Doug also dive deep into how SalesRabbit Amplify goes beyond tracking—it enhances performance by tailoring approaches to each rep's unique motivators. With features like real-time dashboards, gamified leaderboards, and detailed metrics, Amplify empowers teams to increase efficiency, reduce turnover, and consistently close more deals.Learn how this powerful tool integrates seamlessly with your existing processes, providing instant feedback and fostering a culture of continuous improvement that drives growth and builds a high-performance sales culture. Additionally, you'll learn how, in a gamified environment, salespeople can be categorized into four different player types.You'll find answers to questions such as:How does SalesRabbit Amplify improve door-to-door sales?What is gamification in sales, and how does it work?How can real-time data boost D2D sales performance?What are the benefits of customized coaching in sales?How does SalesRabbit help teams close more deals?How to identify different personality types in individuals?How to manage different types of employees?What software assist managers in managing their sales teams?Tips and tricks for gamifying processes in the workplace.How can I gamify my business or team management?Get in touch with Doug and get to know more about SalesRabbit's Sales Gamification Software (Amplify):https://www.linkedin.com/in/dsbushhttps://salesrabbit.com/amplify-gamification/Free test to know your player type: https://salesrabbit.com/player-type/ -Thank you for listening! Don't miss out on future episodes! Subscribe to The D2D Podcast on Apple Podcasts and Spotify.Follow us on Facebook and Instagram. You may also watch this podcast on YouTube!You may also follow Sam Taggart on Facebook, Instagram, and TikTok for more nuggets on D2D and Sales Tips.

Mit Melanie, Co-Founderin von flowflake, spreche ich über die Sales App für besseres Präsentieren und darüber, weshalb Unternehmen Vertriebsteams besser unterstützen sollten. Mehr über Melanie und flowflake findest Du hier: www.linkedin.com/in/melanie-flore www.flowflake.de

Unser Partner ANVEO bietet seit Jahren einen Werkzeugkasten für clevere Apps für Microsoft Dynamics 365 Business Central & Dynamics NAV an. Die Service App, Sales-App und jetzt auch eine Delivery-App sind die Highlights im Talk mit Nils Peemöller, Geschäftsführehr der ANVEO. Hier findet ihr ein cooles Video von einem Kunden, der die Service-App begeistert einsetzt: Kundenstory: IER Services sorgt beim VRR für reibungslose Abläufe Mehr zur ANVEO: https://www.anveogroup.com/de/ Und bei Fragen bitte einfach fragen: birgit.hesselmeyer@akquinet.de

Most of the functionality in the Dynamics 365 Sales App has been around for over a decade, so  I invited two Microsoft MVP veterans and world-class implementers to discuss the value of these features today. The features we discussed are: Leads Quotes Orders, Invoices Sales Territories Goals and Fiscal Years Product Catalog Competitor Sales Literature Gamification Pipeline Charts and Sales Dashboards This episode is also available on video! If you rather see our faces as we discuss these topics live, tune in and subscribe to: http://www.crmmvpmedia.com/ Guests: Neil Benson: https://www.linkedin.com/in/neilbenson/ Matt Wittemann: https://www.linkedin.com/in/mattwittemann/

It's TIME for another episode! Today's episode features author and one of the leading voices in marketing, Dave Gerhardt, CMO at Privy, the #1 sales app on Shopify.In this episode, host Ryan Alford, and Dave Gerhardt talk about:The balance perspective on "the machine" of e-commerce versus true brand marketingBoth Dave and Ryan's take on balancing work and lifeMarketing trends for brands and e-commerce into 2021This episode is anything but light. There's tons of information from the moment we hit record to the end of the episode. If you listened to the whole thing, then you received the promo code for Dave's latest book, The E-commerce Marketing Playbook. Go to privy.com/book and use code RADCAST for a sweet discount on Dave's book!Subscribe to THE RADCAST for more episodes! | Follow us on Instagram @the.rad.cast | Follow our host on Instagram @ryanalford | See you next episode!

My very special guest on this episode of Sales Chalk Talk is automotive sales specialist and podcaster, Scott Tarkowski. Now, you may believe in the stereotype that all car salespeople are sleazy, overbearing, obnoxious jerks. Well, it’s just not so. In fact, nothing could be further from the truth! The process of selling any and all products and services has changed tremendously just in the last 8 or 9 years. You can learn a ton about selling from Scott, whether you sell cars, coaching, health care, or any other product or service. Come listen in as Scott shares some great advice about selling and learn about how an app can be used to sell effectively online Scott’s website in http://themimicapp.com. If you’d like to take advantage of more resources to help you dramatically increase your sales and revenue, go to redcapsalescoaching.com.

How does one of the largest companies in the world get a mobile app built? Tim chats with Savon Sampson, former senior marketing director for McKesson, to find out how! They discuss her process for finding a development team, how they took the app from an idea to a real product, and what she might do differently if she were tasked with building an app today.

What would happen if we tasked a veteran salesperson and world-class Dynamics 365 and Power Platform implementer with overhauling the Microsoft Dynamics 365 Sales App? Well, 12x Microsoft MVP Joel Lindstrom shares his vision for what the Microsoft Dynamics 365 Sales App should look like. Hosted by: Joel Lindstrom: https://twitter.com/JoelLindstrom

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语言作为一种独特的符号系统，　　有时它并不会以 “全面目” 示人，　　而是“犹抱琵琶半遮面” 作为英语专业人士，　　我们要能在茫茫 “词海” 中，　　和“中意”的word，　　互相确认眼神~　　（even 你是近视眼）是　　缩 略 词　　！！！　　好啦！　　让我们拨开云雾　　彼此 “素颜相对”，　　一起看看那些年我们爱过的缩略词！01　　口语缩略词　　你知道吗？= 你造吗？　　-01-　　wanna （ want to ）　　wanna 是 “want to” 的缩写，意为“想要”“希望”　　e.g.　　Wanna grab a drink tonight？ 　　今晚喝一杯如何？　　-02-　　gonna （ going to ）　　gonna 是“going to” 的缩写　　e.g.　　Who's gonna believe you？　　谁会信你呢？　　　-03-　　kinda （ kind of ）　　kinda 是“kind of”的缩写，意为“有点”“有几分”　　e.g.　　I'm kinda freaking out！ 　　我快疯了！　　-04-　　sorta （ sort of ）　　sorta 是 “sort of” 的缩写，意为“有几分”“可以说是”　　e.g.　　I'm sorta excited.　　我有点小兴奋！　　-05-　　gotta （ got to ）　　gotta是“got to”的缩写，意为“不得不”“必须”　　e.g.　　I gotta go now.　　我现在得走了。　　-06-　　cauze （because）　　cauze是“because”的缩写，意为“因为”　　e.g.　　I'll leave this to you， cauze I don't wanna miss the party.　　这个就交给你了，因为我不想错过这次聚会。　　02　　书面语缩略词　　然而并没有什么卵用=然并卵　　（acronym）　-01-　　[品牌缩写]　　IKEA：（宜家）瑞典公司的牌子为四个词[Ingvar Kamprad Elmtaryd Agunnaryd]的首字母缩写，在瑞典语中的发音确实是“ee-key-a”，英美人的发音却是“eye-key-a”，估计是遵从了“IBM”、“ISO”这种缩略词的字母I发音模式，只不过后面的“KEA”连读而已，类似“idea”。　-02-　　[考试缩写]　　① IELTS–International English Language Testing System 雅思（课程）；中文意为 “国际英语（精品课）水平测试”　　②TOEFL–Test of English as a Foreign Language 托福（课程）；中文意为：“检定非英语为母语者的英语能力考试”　　③GRE（课程）–Graduate Record Examination美国研究生入学考试。　　-03-　　[短语缩写]　　BTW = by the way：顺便说一下　　OIC = oh I see：我明白了　　BRB = be right back：马上回来　　B4N = bye for now：再见　　LOL = laughing out loud：大笑　　JK = just kidding：仅仅是玩笑　　WRU = where are you：你在哪　　NP = no problem：没问题　　RUOK = are you ok：你还好吗　　ASAP=as soon as possiable：尽快　　-04-　　[日常缩写]　　P.S. （附言）： post scriptum　　Ph.D. （博士）： Philosophy Doctor　　ATM：Automated Teller Machine 自动取款机　　POS：Point of Sales 刷卡机　　App：是 application 的缩写，正确发音为：爱P~　　PDF：全称Portable Document Format 译为便携文档格式　　GPS：Global Positioning System全球定位系统　　CD：Compact Disc压缩光盘　　-05-　　[邮件缩写]　　FW： forward 转发　　CC： Carbon Copy 抄送 BCC： Blind Carbon Copy 秘送 Encl ： enclosure 随信附上　03　　外来缩略词　　sofa=沙发　　（borrowed words）　　[拉丁文缩写]　　A.D. （公元）： Anno Domini　　CV （简历）： curriculum vitae　　e.g. （例如）： exempli gratia　　etc. （等等…）： et cetera　　et al. （以及其他人；等人）： et alii　　i.e.（即是）： id est　　a.m.（上午）：ante meridiem　　p.m.（下午）：post meridiem　　VS（相对立，相对照）：versus　　今天学习的内容，你get到了吗？

So the buzz about the Common Data Service (CDS) has reached a deafening stage. It is the most exciting thing that has come out of the Microsoft Business Applications group in a decade. The possibilities jumped into the category of "endless". So how do you start with something that is endless? Quick Primer I previously wrote about the Common Data Service here, but let's have a quick primer for this conversation. The Common Data Service (CDS) is basically a database that runs under your applications. You can have many applications running on a single CDS, all sharing the underlying data. That is pretty cool. What are these applications? Well, the list is growing, but includes things like Dynamics 365 Customer Engagement Applications, as well as Custom built PowerApps applications. Also, some other apps managed to get stood up on CDS, like Microsoft Forms Pro for example. Via connectors, you can also consume data from over 250 other sources into your CDS environment. Strategies We have what could appear to be an irony here. For the last several years, we partners have been on a mission to eliminate data silos. All of these multiple applications in use with our customers, that not only create similar data in different places, but usually don't talk to each other. There's been a whole lot of copying and pasting going on, which is not only a pain in the ass, but is inherently error-prone. It is not uncommon for an employee to have five applications open to do their jobs, and that's just silly. Part of our mission to date with Dynamics 365 has been to consolidate as many of these disparate applications into a single place. A noble goal to be sure, and a message that has resonated strongly with many customers, who suddenly found themselves sitting on a house of cards. The idea of a "Common" Data Service seems to solve all of that. But Microsoft recently announced some licensing changes, and one of the changes was that you can have as many CDS environments, as you have storage capacity to support. Wait a minute. Are we now promoting silos again? Not Common Think about a restaurant that promotes the "Best Burger in the World"... I want that. You go to get "it" and it's available in 20 variations. So wait a minute, is it the best burger, or the 20 best burgers? You ask the cook which one is the "Best burger", and he says, "it depends on what you like on it, but the beef patty, that they all come with is the best grade beef available". I ask if I can have all of the 20 variations of toppings on one burger... he frowns. But how awesome would that be? One awesome patty, with everything on top of it! Why would I want more than one? Well... maybe because peanut butter and barbecue sauce, while I like them both, don't taste good together? So let's see how I relate this scenario to CDS. Gaining Footing So CDS has been out long enough now for many of us to wrap our heads around it, at least enough to be able to explain it to customers. Now, many of us are actively deploying solutions built on CDS, and we are starting to see the scenarios forming. Scenarios that we had not necessarily contemplated before. For example, I am now being asked questions, that never were questions before like, "For this other department, should we add them to our existing CDS environment, or create a new one?" My knee-jerk response, having been a trained silo-buster, was "add them to the existing environment, or course". But is that always the correct answer? And it if was, then why is Microsoft offering them as many CDS environments as they want? Shared Data Back in the old days, if you wanted two different departments working in Dynamics 365, that did not share any data, you might have used Business Units. Or, sometimes a second production instance was used, but that had a cost. Today, you can have as many environments as your storage will support, so does that change the thought process? Today, my position on this is based on whether there is shared data. If these two departments will be sharing Accounts for example, then my recommendation would be to create a new app for department #2, specific for their needs, but add it to the existing environment. We certainly don't want to have two separate Account tables to deal with. This is the silo busting approach that we have been working towards for years now. So When? When might it make sense to create a separate environment? In my opinion, it is when the users are not sharing any data. This is a frequent occurrence in enterprise organizations in particular. Rarely have I seen HR for example, use any of the data that Sales does. In this scenario, I would take Microsoft up on their offer and spin up a separate environment. Could I accomplish this in a single environment? Yes, but it could get messy, and there is no upside any more. It is hard to completely isolate two apps from each other on the same environment. Changes to one, could potentially impact the other, if you are not paying close attention. Data segregation strategies can also get complex to maintain. Fiddle with a workflow condition for App A, and all of the sudden the records in the App B are doing weird things, if you aren't on your toes. There are a lot of ways to get in trouble if you are not right on top of it... and why bother? Licensing? On the licensing side there seems to be some confusion also, which is not unexpected. Let's say you have a sales team using the D365 Enterprise Sales app, they also have rights to PowerApps. Let's say a part of that team is focused on Lead Generation only, and not Opportunities. Clearly they will share some data, but they have different roles in the process. You can build another app on the same environment targeted to them, and they are already licensed to use it. But let's say H.R. pops up with a need for an app, and they won't be sharing any common data with sales. If those users also have a D365 Sales license, you can spin up an entirely separate environment for them and they can use that. Better yet, if H.R. does not need any of the sales related entities at all, those users could get by with PowerApps P2 licenses and save some money. However those PowerApps licensed users could not use the Sales App. There... that should be clear. Okay, I know it is not clear. Licensing is a tricky thing to navigate, but it is important to understand what licenses you need for what you are doing, or you could easily "over-license". Meaning you bought a license that allows for a lot more than what you need, and so you are paying more than you need to. I have found that Microsoft Support is often clueless to the nuances of licensing, and Microsoft Sellers are motivated to sell the most expensive licenses. Even partners struggle with this one sometimes, so it is definitely not something to figure out on your own. Your best bet is a "licensing knowledgeable" partner, which is also a rare find. I am sure there are other opinions and CDS strategies being used, let me hear yours in the comments.  

You are in for a real treat on today’s show, and I am so excited to have Steve Benson joining me to have a candid conversation about field sales and outside sales. No matter what you think about field and outside sales, Steve is going to transform your mindset.    Steven Benson is the founder and CEO of Badger Maps. His passion for mapping developed at the University of Wisconsin, where he majored in Geography. In 2012 Steve founded Badger Maps, the #1 Sales App in the Apple App Store, which helps transform the success of individuals in field sales. Steve received an MBA from Stanford and worked in sales for IBM, HP, and Google, where he was Google’s Enterprise Top Sales Executive in 2009. Steve is considered by many to be an expert in “All Things Field Sales” and you will have so many good takeaways from today’s episode.   Show Highlights:   Steve shares his original plan and how he found himself in the world of selling. Steve tells us about starting a company to solve problems he experienced in field sales. Limiting beliefs Steve realized he had and how he was able to push through them How Steve was able to double his sales at Badger Maps Steve shares the differences of making his first million to making his next million. Steve gives details about strategies he teaches his sales team to use in order to grow. The importance of salespeople having deep product knowledge and deep client knowledge Steve gives us insight into information he gives clients when he sits down for face-to-face meetings including time in the field and breaking down client lists into buckets. How often should you contact your clients? Steve shares his opinions regarding the biggest mistakes people make in field sales. All about Badger Maps and how the app may help you Best advice for anyone struggling in any career role        Resources: Badger Maps Free gift from Steven: Ask for your two free months by mentioning Ursula or the Double Your Sales Now podcast. Ursula@salescoachnow.com Go to Salescoachnow.com to get our free webinar. Register to get Ursula’s free guide, Authentic Sales Formula.  Go to Ursula Menjes  to partner with Ursula and to see Ursula’s Keynotes and presentations.  

配乐：《岸部眞明 - November》笨笨口语四步法Ben's Four Steps第一步：音节分解第二步：逐个单词第三步：连读分解第四步：一气呵成　Wanna grab a drink tonight？ 　今晚喝一杯如何？ NO.1音节分解（多音节词详细分解，方便读音与记忆）双音节词　wa-nna：/ˈwɒ-nə/ v. (动词）想要 双音节词　to-night：/tə-ˈnaɪt/ adv. (副词）在今晚 NO.2逐个单词（标准美音慢速朗读，讲解拼读、音标、词法、语法）wanna想要grab拿、取 a drink酒，酒精饮料tonight在今晚 拼读与音标拼读dr辅音字母组合/dr/例词：drink（单音节）酒，酒精饮料drastic（dra-stic）激烈的;猛烈的drumstick（drum-stick）鸡腿drop（单音节）落下 词法与语法无 NO.3连读分解（连读略读，全面分解，真正说出一口流利美式英语） 连读grab a→grab agra ba略读drink tonight→drink tonightdrin tonight NO.4一气呵成（慢速朗读，反复收听，大声模仿，脱口而出)Wanna grab a drink tonight？ 今晚喝一杯如何？英英解释单词学英语思维（既然是英英解释，不再提供中文翻译）drink：酒;酒精饮料 A drink is an alcoholic drink.语言作为一种独特的符号系统，　　有时它并不会以 “全面目” 示人，　　而是“犹抱琵琶半遮面” 作为英语专业人士，　　我们要能在茫茫 “词海” 中，　　和“中意”的word，　　互相确认眼神~　　（even 你是近视眼）是　　缩 略 词　　！！！　　好啦！　　让我们拨开云雾　　彼此 “素颜相对”，　　一起看看那些年我们爱过的缩略词！01　　口语缩略词　　你知道吗？= 你造吗？　　-01-　　wanna （ want to ）　　wanna 是 “want to” 的缩写，意为“想要”“希望”　　e.g.　　Wanna grab a drink tonight？ 　　今晚喝一杯如何？　　-02-　　gonna （ going to ）　　gonna 是“going to” 的缩写　　e.g.　　Who's gonna believe you？　　谁会信你呢？　　　-03-　　kinda （ kind of ）　　kinda 是“kind of”的缩写，意为“有点”“有几分”　　e.g.　　I'm kinda freaking out！ 　　我快疯了！　　-04-　　sorta （ sort of ）　　sorta 是 “sort of” 的缩写，意为“有几分”“可以说是”　　e.g.　　I'm sorta excited.　　我有点小兴奋！　　-05-　　gotta （ got to ）　　gotta是“got to”的缩写，意为“不得不”“必须”　　e.g.　　I gotta go now.　　我现在得走了。　　-06-　　cauze （because）　　cauze是“because”的缩写，意为“因为”　　e.g.　　I'll leave this to you， cauze I don't wanna miss the party.　　这个就交给你了，因为我不想错过这次聚会。　　02　　书面语缩略词　　然而并没有什么卵用=然并卵　　（acronym）　　-01-　　[品牌缩写]　　IKEA：（宜家）瑞典公司的牌子为四个词[Ingvar Kamprad Elmtaryd Agunnaryd]的首字母缩写，在瑞典语中的发音确实是“ee-key-a”，英美人的发音却是“eye-key-a”，估计是遵从了“IBM”、“ISO”这种缩略词的字母I发音模式，只不过后面的“KEA”连读而已，类似“idea”。　　-02-　　[考试缩写]　　① IELTS–International English Language Testing System 雅思（课程）；中文意为 “国际英语（精品课）水平测试”　　②TOEFL–Test of English as a Foreign Language 托福（课程）；中文意为：“检定非英语为母语者的英语能力考试”　　③GRE（课程）–Graduate Record Examination美国研究生入学考试。　　-03-　　[短语缩写]　　BTW = by the way：顺便说一下　　OIC = oh I see：我明白了　　BRB = be right back：马上回来　　B4N = bye for now：再见　　LOL = laughing out loud：大笑　　JK = just kidding：仅仅是玩笑　　WRU = where are you：你在哪　　NP = no problem：没问题　　RUOK = are you ok：你还好吗　　ASAP=as soon as possiable：尽快　　-04-　　[日常缩写]　　P.S. （附言）： post scriptum　　Ph.D. （博士）： Philosophy Doctor　　ATM：Automated Teller Machine 自动取款机　　POS：Point of Sales 刷卡机　　App：是 application 的缩写，正确发音为：爱P~　　PDF：全称Portable Document Format 译为便携文档格式　　GPS：Global Positioning System全球定位系统　　CD：Compact Disc压缩光盘　　-05-　　[邮件缩写]　　FW： forward 转发　　CC： Carbon Copy 抄送      BCC： Blind Carbon Copy 秘送      Encl ： enclosure 随信附上　　03　　外来缩略词　　sofa=沙发　　（borrowed words）　　[拉丁文缩写]　　A.D. （公元）： Anno Domini　　CV （简历）： curriculum vitae　　e.g. （例如）： exempli gratia　　etc. （等等…）： et cetera　　et al. （以及其他人；等人）： et alii　　i.e.（即是）： id est　　a.m.（上午）：ante meridiem　　p.m.（下午）：post meridiem　　VS（相对立，相对照）：versus今天学习的内容，你get到了吗？

In this episode, Bryan Chaffin and Jeff Gamet take a look at the new iPad icons uncovered in iOS 12. They also discuss the 14% drop in Mac unit sales and wonder why Apple doesn’t use that one weird trick of making new Macs to goose Mac sales. They cap the show with a look at why Apple would cancel the App Store Affiliate Program.

Part of the huge April wave of feature releases for Dynamics 365, were some license tweaks and a some new license types. I already discussed the new Dynamics 365 for Marketing license here, but in this post, I want to focus on the new Dynamics 365 Sales Professional License. A Little History Bear with me, but we need to take a short walk down memory lane to get back to today. When Dynamics CRM Online first launched in 2011 it was aggressively priced at $44/user/month. Compared to Salesforce this was a real bargain. It was also one offering that included multiple workloads, including Sales and Service. Some time later the price was increased to $65, or $50 as an addon to Office 365. I think there was some customer concern that the price was actually too low for the product to be very good. If the competing product is more than double, then this must be a lesser product. When the brand consolidation to Dynamics 365 took place, the Sales app was renamed Enterprise Sales app and the price shot up to $95. Still less than Salesforce, but not so much less that customers were leery of it. To offset this jump several "transitional" licenses were introduced to "step up" existing customers over time. In addition, a new "Promo" license was introduced specifically for Small and Midsized Businesses (SMB) Sales at $40. Shortly after that a second SMB Sales and Service license was added for $65. The sale of these "promo" licenses to new customers ended the first of this week. Evolution of Business Edition to Pro You may have heard the term "Business Edition" floating around, and in fact it still pops up on some Microsoft documentation that has not yet been scrubbed. Business Edition was conceived as a plan for SMB Customers. The first, and only, product that launched under the Business Edition concept was a light version of NAV that had been SaaSified. In the pipeline were also Business Edition Sales App, Service App and a new Marketing App. These "Apps" were intended to be lower cost (+/- $40), and would have limited features, parsing out the Enterprise stuff that SMB did not need. Seemed like a great idea! But, well into the development of the Business Edition apps, Microsoft had an epiphany. "Why develop a specific app to target a customer by size? We should really focus on a solution that targets users with simpler needs, regardless of size." As big a fan of the SMB idea as I was, I could not argue with this logic, and it still worked for SMB, even if SMB was no longer the specific target. For the Marketing App, this meant any size customer could use it, if it met their needs, and why not. But what happened to this Simpler Business Edition Sales App that was being built? The idea of a limited App for users with more basic needs still made sense, regardless of customer size. But did it still need a specific "simplified" App? Could they not just use the same sales app as Enterprise, with some limitations placed on it? It is certainly one less thing to support. And the Dynamics 365 Sales Professional License was born. It is a new app, but it is the same app as Enterprise, but with some limitations placed on this new app. Limitations are fair, since it is priced at $65 vs $95. So as you absorb the information below, remember, there is a difference of $30/user/month. Limitations Whenever you attempt to apply any kind of limits to anything, partners and customers will bitch and complain. Nevermind that it costs less.. "why can't it cost less, and be the same as the full priced one?" This seemed to be the prevailing argument that I was hearing, which makes no sense at all of course. "Why isn't the Big Mac on the Dollar Menu?" I get that nobody likes limits, but even Mercedes Benz sells a shitload of their entry-level vehicles... so clearly there is a market. The better question to ask, is how many of my customers' users can fit within these limits, allowing me to help lower their total cost... where it makes sense. This is really no different than the exercise we undertake for the Team Member license, a severely restricted, but very low cost, license. Who can get by with it? I watched Microsoft over the last year or so, tweak and fiddle with these limitations, trying to get the recipe just right. They needed to balance providing enough capabilities, while not so many capabilities that they cannibalize the full Enterprise license/app. Clearly there will be some cannibalization, but there is an alternative goal.  To revisit the Mercedes Benz analogy, some people who bought the entry-level car, might have bought a more expensive Mercedes if it did not exist. However, most of the buyers of that entry-level car would probably not have bought a Mercedes at all, if the entry-level did not exist. Mercedes opened up their brand to an entirely new audience, many of which will upgrade from the entry-level car eventually. So let's dive into these "limitations". Excluded Completely There are quite a few features of the full Enterprise Sales License/App that are not included at all in the Sales Professional License/App. A few that you should be aware of, that might help your decision process are, Sales goals and Territory Management. For most SMB customers this will not be an issue, but for larger customers these may be important. A few of the other completely excluded existing features are Social Engagement, Gamification, Voice of the Customer (surveys) and Mobile offline Synchronization. A brand new feature called Dynamics 365 for Sales Intelligence is also not included. One more item that is not included, that could be a key point, depending on your plans, is PowerApps. This one bothers me a bit for SMB, as I saw PowerApps coming not play there in the near future. But Microsoft can always adjust this later if it makes sense. The Case for a New Case The Customer Service capabilities of Dynamics 365 are quite significant. They are also part of a separate license/app. A license that might make sense for your Customer Service Organization, but what about the occasional case that needs to be created by a Salesperson. A missing part, or some other issue the customer shared with the Salesperson. The Salesperson certainly does not need the full Customer Service capabilities, but they do need some way to engage and initiate simple cases. Microsoft recognized this need and created a new "Lite" case management capability, specifically for this scenario. It is included with either the Professional or Enterprise Sales license/app. A Salesperson can create, assign and resolve these types of cases themselves, without needing the full-blown Customer Service license. This is an important factor to consider. Specific Limits Microsoft took a two-pronged approach to the Sales Professional limitations. The first was to completely eliminate some features that they felt their target user would not need. The second was to apply some "limits" to other features. This is probably where most of the partner controversy came from. But again, partners would like a full-blown product at a lower cost, because it's easier to sell. Duh. This is also the area where Microsoft spent the most time refining. I recall a conversation where someone on the team told me, and I am paraphrasing here, "We can always raise a limit that is determined to be too low, but we could not easily lower one that was too high". So consider this a test for a brand new license/app, if it does not accomplish the goals, Microsoft can adjust the levers. Freaking out is not required... yet. Custom Entities are limited to a maximum of 15. Business Process Flows are limited to a maximum of 5. Custom Workflows are limited to a maximum of 15. You can install a maximum of 10 3rd party apps (ISV solutions). Each entity can have a maximum of 2 forms. You are also limited to 5 custom reports. I will take credit for the 2nd form, as I reacted almost violently to an earlier plan with a single form. There are some further caveats to understand. 3rd party ISV solutions do not count against the limits of custom entities, process flows or workflows... however those third party apps may be subject to those limits in their own solution. I am seeking clarification on that now. But, if that is the case, then an ISV solution that you install, could itself have no more than 15 custom entities, 5 business flows or 15 workflows. Why might this be the case? Because partners and ISVs are sneaky. Without these limits an ISV would just backfill a customer's Sales App with all of the things that were limited out, and we're right back to cannibalization of the full product license. That's cheating. But again, I am seeking clarification, and will update this post when I get the official public answer. How will this work? This is a question I posed to Microsoft. You can mix-and-match Enterprise Licenses with Professional Licenses. This got my head spinning. If half of my users have limits, and the other half do not, how does that work in a single instance? With different App modules. So beyond just a specific license for Sales Professional, there is also a specific app for Sales Professional. A person who has an Enterprise Sales License can access a Sales Professional app, however, they will be subject to the same limitations, because the Limitations are being applied at the app level. This particular caveat will make you think a little harder about this. Why have an Enterprise Sales license at all for a Sales Professional app? The thinking here is that an Enterprise customer might have people in multiple roles. For example a full app for the main business unit, and maybe a Sales Pro app for another business unit, as one example. An Enterprise user could access both; a Sales Pro user could not access all of the mothership from their app. How will these limits be applied to the Sales Pro App? It will be your responsibility to not expose within your Sales Pro App, any more capabilities than are allowed. Eventually, there will be some telemetry to let you know if you strayed out-of-bounds. Of course, Microsoft will have this telemetry also, so cheaters beware. Upgrading For many customers the Sales Professional License/App will be a great long-term solution. For others, it will be a great introduction. So there will absolutely be circumstances where a customer who started on the Sales Professional License/App will want upgrade to the Enterprise Sales License/App. What does that look like? Simple, just apply an Enterprise Sales License to the user, and give them access to the Enterprise Sales App. This is way better than an earlier discussed concept of separate instances. So that's all I got on the new Sales Professional App. I'll update this post when I have the other answers. Update: 04/09/18 I got the answer from Microsoft. While it was discussed previously, there is no limit on the size of the actual solutions that are installed from AppSource, just a limit on the number of them.

Microsoft recently announced the availability of the Common Data Service (CDS), as a platform, accessible with a PowerApps P2 license. A few folks got kind of excited, many others said "So what?", and most have no idea what I am talking about right now. But our firm has bet the farm on it. Star Alignment Several things have happened that have led to where we are today. First, CDS 1.0 gave way to CDS 2.0, which is what we used to know of as the XrM Platform. All of Dynamics 365 Customer Engagement (CRM) runs on top of this platform, with other Dynamics 365 products making their way there over time. Second, an effort has been underway to decouple Microsoft's Dynamics 365 First-party apps from one another, and the underlying "CDS" platform. This would put them in the same position as third-party applications. Think of the Enterprise Sales App as now being a standalone product, that can be "installed" on CDS, either by itself, or alongside other first, or third-party apps that are similarly installed, like Dynamics 365 for Marketing, Field Service, ClickDimensions, etc.. Or... CDS can exist, without any first-party apps. I covered some of this in my last post, so excuse the redundancy. A Door Opens This last bit, about CDS existing without any First-party apps, is what we are focused on with the new RapidStart CRM. But before I get into why we think that makes sense for us and our customers, we have to take a short stroll down memory lane. I wouldn't be a post be me, if I didn't drag you back there, but the context is necessary. RapidStart 1.0 The original idea for RapidStart, was not original at all. In fact, other partners had been in the market with many variations of a "*Start", before we even became a Microsoft Partner in 2011. The idea is simple, and straight-forward, provide an ability for new users of Dynamics 365 to get started, with basic features, at a low cost. For us, like the other partners that were doing similar things, it was a "door-opener". We'll get you to come on-board with us, get you setup with some basics, and then help you grow from there. While some partners had created some I.P., maybe a solution, for many it was offered as a "Service"... maybe even a loss-leader. At about this same time, Microsoft was chirping in every partner's ear, that we needed to create repeatable I.P., otherwise, we were all doomed. Most partners heard this, many dismissed it as hyperbole, and most are doing just fine without converting their project services practice into an application development company. But, others took the bait, including us. I.P. Anyone? RapidStart began in 2011 as a Service offering. Later we created some I.P. in the form of a solution, and later still, we created some external I.P., our Wizard Portal. The entire offering was announced on stage at Microsoft's Worldwide Partner Conference in 2015 (what is now called Inspire). With Microsoft on-board, RapidStart really started taking off, averaging over 100 deployments a year. I will confess, that I got a little nervous when Microsoft announced the "Business Edition" for SMB, followed by great relief, when they later dropped the approach. In the meantime we had continued to evolve the RapidStart offering based on customer feedback. RapidStart had transcended from a "means to an end"... it had become an end of its own. At Microsoft's suggestion, we built a channel and together we signed up over 300 partners globally to resell and support RapidStart. Today RapidStart is the leading global solution for what Microsoft calls a "Packaged Deployment". It is one of the few third-party apps to receive the Certified for Microsoft Dynamics designation... and it's available pretty much everywhere. Things were looking pretty good. The Other Shoe While some larger companies had utilized RapidStart, by and large, it was mostly SMB focused. When Microsoft made the branding change to Dynamics 365, a new licensing model debuted with it. With much higher prices than we had previously seen for Dynamics. To be fair, this was not just a price increase for the same thing, many features and capabilities had been added, and a price increase was long overdue. But most of these new capabilities were Enterprise focused: so for most SMB customers, it was basically just... a price increase. Fortunately, Microsoft announced some promotional pricing for SMBs, dropping their price down to $40. Whew! These promos were originally intended to fill the gap until Business Edition was ready to roll out, but once Microsoft abandoned the Business Edition approach, these promos were doomed. Indeed, they fell off the price list a few months ago. While not specifically an SMB motion, Microsoft did create a licensing version of their Sales App called Sales Professional. Sales Pro is designed for users with more basic needs.. sounds kind of like SMB. This new Sales Pro App is priced at $65, 61% higher than the expired SMB promo. Ouch, that is going to make things tougher (granted, I know it is not an apples-to-apples comparison). But, while targeting users with more basic needs, the Sales Pro App is actually not any different from the full Enterprise App, except there is a list of written limitations that go with the price. I wrote about those limitations here, and about paper licensing here. So where does all that put US today? Actually... in a much better position. The primary goal of RapidStart 1.0 was to take an "enterprise level" product, and knock it down to size, so that companies of any size could actually get it successfully launched and adopted. While the needs of SMB are typically less advanced, this was also true for many enterprise level customers. RapidStart 1.0 did an excellent job of taking something complex, and making it simple. A lot of the way RapidStart 1.0 did this, was by "hiding" advanced things. There were a lot of advanced things in the enterprise apps, so RapidStart 1.0 was a pretty robust solution. But there were some challenges. Even though the bag looked light, it was actually very heavy, as it still held all of this hidden complexity. Also, customers were paying for all of this hidden complexity that they neither needed, or wanted. A Platform License As recent as 6 months ago, I was told by Microsoft that a platform, without any first-party apps, was never gonna happen. It appears that they have revisited that stance. With a PowerApps P2 license, you can indeed provision a CDS environment, without any first-party apps. For certain ISVs, like us, this "pivot" was a "game-changer". We have all no doubt heard a lot about PowerApps, mostly in the context of Canvas Apps. But "Model-Driven" PowerApps was the new secret sauce for us. This allowed us to approach the problem we are solving for, from the other side. Instead of starting with a mountain, and shaving it down to a hill, we started with a bump, and built our own hill. RapidStart CRM 2.0 The new RapidStart CRM is a simple-to-use CRM solution, built on top of CDS, without any first-party apps. The original goal remains unchanged: "provide an ability for new users of Dynamics 365 to get started, with basic features, at a low cost". Like RapidStart 1.0, we expect that many customers who launch with RapidStart, particularly larger customers, will "graduate" to the full first-party apps. In fact we are making this transition very simple to do... just one click. No migration, no downtime, no issues. Of course the licenses will need to be upgraded to the desired first-party app licenses. Also, like RapidStart 1.0, we expect many customers to be perfectly served by RapidStart CRM, particularly smaller customers, who will continue using it indefinitely. So I will have a lot more to tell you about RapidStart CRM in future posts, including our Industry specific "RapidStarts". In the meantime, you can learn more at https://rapidstartcrm.com.

"I feel like my biggest failure as an entrepreneur has been that everything has taken longer than I wanted." - Steve Benson Steve Benson - Founder of Badger Maps  After receiving his MBA from Stanford, Steven worked in Sales at IBM, HP and Google where he was Google Enterprise's Top Sales Executive in 2009. In 2012, Steven founded Badger Maps, the #1 Sales App in the Apple App Store, which helps Field Sales People be more successful. Connect with Steve: Website | LinkedIn | Twitter | Facebook Subscribe to the Outlier Newsletter: Click Here Brought to you by: If you enjoy Outlier On Air, please Subscribe & Review on iTunes or Stitcher

After receiving his MBA from Stanford, Steven Benson worked in Sales at IBM, HP and Google where he was Google Enterprise's Top Sales Executive in 2009. In 2012 Steven founded Badger Maps, the #1 Sales App in the Apple App Store, which helps Field Sales People be more successful. How do you put touch on such a low price point? The sales cycle is quick, about 3 weeks, so we're able to put touch on most free trials even though starting price point is $35 a seat.  Marketing, Sales, and customer success all tied together but manage themselves in pods. There is no variable comp, including the sales roles. Everyone is on salary and everyone owns equity so they can take part in upside.  What is revenue growth? Back in December 2016 we were doing $130k, now in August 2017 we're at about $180k in MRR so about 80% yoy growth rate.  We're using bank debt, 19% interest rate with LighterCapital, to fund growth because its non dilutive.  In July 2017 spent about $15k on paid marketing. Has sales team of 30 that works those leads and makes up larger part of cost structure.  Are you cash flow positive? (Minute 17) Yes because we're pulling cash forward in the form of multi year deals. We incentivize this by giving customers a 20% discount.  Favorite business book is Predictable Revenue.  I'm following Jason Lempkin at SaaStr. My favorite online tool is gmail. Steven has no kids, gets 7 hours of sleep and is currently 39. He wishes his 20 year old self would choose a career path that he enjoyed, that their are jobs in, and that he was good at.  Connect with Nathan: Website Twitter Facebook Page Snapchat Instagram

Hey there listeners, we have another episode for ya. Today, we’re talking with Steven Benson CEO of Badger Mapping, a field sales application. After receiving his MBA from Stanford, Steven worked in Sales at IBM, HP and Google where he was Google Enterprise’s Top Sales Executive in 2009. In 2012, Steven founded Badger Maps, the #1 Sales App in the Apple App Store, which helps Field Salespeople be more successful. SO yeah, he’s definitely an expert in sales and SaaS, but he also does a lot of leadership and mentoring. In fact at Badger Mapping, they have their own internship program where they mentor young professionals, and Steven’s worked with over 200 interns. This episode is great for two different kinds of listeners. Young professionals will learn some techniques to help better identify their career path and jobs they’d actually like doing day in and day out. And leaders and managers, will get a close look at how Steven’s designed their mentorship program at BadgarMapping to help young people find their callings. Make sure to scroll down below to see detailed notes about Steve’s mentoring program and anything else we mentioned in the episode!

Hey there listeners, we have another episode for ya. Today, we're talking with Steven Benson CEO of Badger Mapping, a field sales application. After receiving his MBA from Stanford, Steven worked in Sales at IBM, HP and Google where he was Google Enterprise's Top Sales Executive in 2009. In 2012, Steven founded Badger Maps, the #1 Sales App in the Apple App Store, which helps Field Salespeople be more successful. SO yeah, he's definitely an expert in sales and SaaS, but he also does a lot of leadership and mentoring. In fact at Badger Mapping, they have their own internship program where they mentor young professionals, and Steven's worked with over 200 interns. This episode is great for two different kinds of listeners. Young professionals will learn some techniques to help better identify their career path and jobs they'd actually like doing day in and day out. And leaders and managers, will get a close look at how Steven's designed their mentorship program at BadgarMapping to help young people find their callings. Make sure to scroll down below to see detailed notes about Steve's mentoring program and anything else we mentioned in the episode!