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Where software experts provide knowledge to professionals in the CRM software selection process.
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Part Two: Why CRM Implementations Fail – The Consulting Team
Part two of my post takes into consideration the consulting team. First and foremost, it is imperative for the project manager to set expectations with the client. Too often at the beginning of a project, clients are not presented with specifics about...
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Sunday, January 31, 2010, 01:51 PM
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Part One: Why CRM Implementations Fail – The Client’s Perspective
Early customer relationship management (CRM) technology was complex, costly and plagued by poor user adoption. Users who did deploy CRM systems reported that projects failed to achieve expected returns on investment (ROI). This post is the first part...
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Wednesday, January 27, 2010, 08:25 PM
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The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM
For data migration and integration with Microsoft Dynamics CRM , the tool of choice is most likely going to be Scribe Software’s Insight product. For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does...
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Saturday, November 21, 2009, 05:39 PM
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iFrame technology is used to integrate Dynamics CRM with SharePoint
I get asked a lot about integration between Microsoft Dynamics CRM and Microsoft Office SharePoint Server. With the iFrame technology built natively within Microsoft Dynamics CRM , this integration is possible. The SharePoint view can be brought directly...
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Monday, November 16, 2009, 06:45 PM
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1-2-3…CRM Software Buyers Checklist
With so many CRM software choices available….how do you know what to choose? Here is a simple 1-2-3 checklist that gives you some guidelines when researching customer relationship management solutions. 1. Determine your business requirements – needs,...
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Tuesday, November 10, 2009, 02:21 PM
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