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A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process...( read more )
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Integrating you customer facing site to CRM Live is valuable addition to fine tuning your business process. This will allow you to capture real time customer questions, inquiries, etc into your CRM process. I've created a simple web application using...
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Microsoft CRM Live works with Office Word to enable merging of CRM data and Word docs. We also support email merge. The basic idea is that you can create a template that contains the content of your email or letter, then you can add tags that tell the...
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