CRM Software Blog

Knowledge Is Power – Top 8 CRM Resource Recommendations

CRM Software Blog — Wed, 17 Mar 2010 23:31:25 GMT

At Affiliated , many of our Microsoft Dynamics CRM customers are impressed to learn about some of the excellent and mostly free educational resources available on the web for users and administrators of Microsoft Dynamics CRM. Whether you are just kicking...(read more)

Sales Pipeline: You Can’t Manage What You Don’t Measure

CRM Software Blog — Wed, 17 Mar 2010 23:23:13 GMT

That old management adage rings especially true when it comes to managing sales pipeline. We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity. First...(read more)

How One Company Is Using The Microsoft Dynamics CRM Business Data Auditing Accelerator To Automate Its Approvals Processes

CRM Software Blog — Wed, 17 Mar 2010 23:10:44 GMT

Written by Dan Smith, Altico Advisors You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities. The CRM accelerators...(read more)

Webinar: “Tapping Into The Power Of Workflows In Microsoft Dynamics CRM”

CRM Software Blog — Wed, 17 Mar 2010 22:57:05 GMT

How connected is your company? Not to other sources, but to each other? The most productive organizations share information across teams, divisions—the whole company—to proactively manage data and automate business processes. Join us for this free, one...(read more)

The Importance Of Executive Sponsorship For ERP/CRM Deployments

CRM Software Blog — Mon, 15 Mar 2010 20:07:36 GMT

What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and financial...(read more)

Microsoft Dynamics CRM – How Do We Get Our Users To Use It?

CRM Software Blog — Sun, 14 Mar 2010 06:25:32 GMT

This seems to be a question many customers ask about their newly implemented Microsoft Dynamics CRM solution. There is no single magic answer to that question that fits all situations, but I hope to give a few ideas here to increase user adoption. Focus...(read more)

Tops Tips When Evaluating Software Vendors – It’s More Than Features/Functions

CRM Software Blog — Thu, 11 Mar 2010 22:12:01 GMT

JoeCRM here from PowerObjects – After giving some more thought to my previous post Microsoft Dynamics CRM vs. SalesForce.com Or Whoever…The Proof Is In The Partner , I think I need to say a little more – ok, a lot more. In the previous post I talked about...(read more)

SugarCRM vs. Microsoft Dynamics CRM: Which On-Premise Solution Provides The Most Value?

CRM Software Blog — Wed, 10 Mar 2010 22:23:04 GMT

Lately, I have been seeing more and more of SugarCRM in the marketplace. It makes sense. After all, when money is tight, many organizations look for the lowest upfront cost instead of the product with the greatest long-term ROI. It’s true that SugarCRM...(read more)

Marketing Spend Continues To Shift Toward Digital Channels – Track It With Microsoft Dynamics CRM

CRM Software Blog — Wed, 10 Mar 2010 05:26:02 GMT

In 2010 social media, mobile marketing, email marketing, and search will see a 17 percent increase in marketing investment spending this year, as marketers move away from traditional channels and focus more on channels that have hard financial metrics...(read more)

Webcast: Manage Your Business Better With CRM/xRM

CRM Software Blog — Tue, 09 Mar 2010 20:18:34 GMT

Hi…Joe CRM here…interested in learning more about xRM (Anything Relationship Management)? Then you won’t want to miss our upcoming webinar on March 18 focused on Microsoft Dynamics xRM as a Microsoft development platform. It’s gaining traction in almost...(read more)

Top 10 Reasons SMBs Need Customer Relationship Management

CRM Software Blog — Tue, 09 Mar 2010 04:29:33 GMT

CRM has always been the domain of big business. Until now… Managing customer relationships is key to current and future success. Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer. After all, while you...(read more)

Getting Started With Sales In Dynamics CRM

CRM Software Blog — Tue, 09 Mar 2010 04:21:45 GMT

This article will explore some of the basics of getting started and understanding the Sales features with Dynamics CRM. 1. Understanding customers means understanding the difference between leads, opportunities, accounts, and contacts Leads are potential...(read more)

With Microsoft Dynamics CRM, The ‘C’ In CRM Stands For…. Cat Relationship Management??!!!

CRM Software Blog — Tue, 09 Mar 2010 04:08:06 GMT

Here’s a quick question about CRM software . There’s a choice of answers to make it a bit easier. Question: If the letters ‘RM’ in ‘CRM’ stand for ‘Relationship Management’, what does the letter ‘C’ stand for? Please choose your answer from the following...(read more)

Why Microsoft Dynamics CRM Beats Salesforce.com For Outlook To CRM Integration – Reason # 5, Different Interfaces For Different Situations

CRM Software Blog — Thu, 04 Mar 2010 22:58:26 GMT

Why Microsoft Dynamics CRM beats Salesforce.com for Outlook to CRM integration – Reason # 5, Different Interfaces for Different Situations In the first installment we discussed why it is so important for your CRM system to not only be integrated with...(read more)

How to Have Fun Using Microsoft Dynamics CRM

CRM Software Blog — Wed, 03 Mar 2010 17:21:05 GMT

Dynamics CRM is fun. That’s Right F U N! - Selling it, using it, customizing it and exploring all the possibilities! What is fun about selling Dynamics CRM? That answer is simple. Watching future users who have come into a demo with a preconceived notion...(read more)

With So Many Different Options to Choose from to Make the Switch to Microsoft Dynamics CRM – What Are You Waiting For?

CRM Software Blog — Wed, 03 Mar 2010 17:19:46 GMT

This blog includes multiple great posts on the differences between Microsoft Dynamics CRM and competitors in the market place, such as Salesforce.com, Oracle On-Demand, etc. At the end of the day, one of the biggest advantages of Microsoft Dynamics CRM...(read more)

Microsoft Dynamics CRM vs. SalesForce.com

CRM Software Blog — Wed, 03 Mar 2010 07:29:07 GMT

When it comes to sales force automation (SFA) and customer relationship management software (CRM), most offices will find the Microsoft Dynamics CRM a superior product to the SalesForce.com CRM. Why? Take a look below to understand why most offices will...(read more)

Keeping Your Customers Happy With Microsoft Dynamics CRM

CRM Software Blog — Wed, 03 Mar 2010 06:24:23 GMT

We all need to invest in different ways of identifying our best customers and making sure we are keeping up with their needs. Microsoft Dynamics CRM is able to provide you with the tools to do just that. Ask yourself these questions: What has changed...(read more)

Why Microsoft Dynamics CRM Beats Salesforce.com For Outlook To CRM Integration – Reason # 4, Delay In Synching Items To Salesforce.com

CRM Software Blog — Wed, 03 Mar 2010 06:09:49 GMT

In the first installment we discussed why it is so important for your CRM system not only to be integrated with Outlook but to be WELL integrated with Outlook. We also learned that I use both the Dynamics CRM client and the Salesforce.com client on a...(read more)

XRM: The Evolution Of CRM

CRM Software Blog — Wed, 03 Mar 2010 06:01:54 GMT

Customer Relationship Management, or “CRM” as most people know it, is that dirty little acronym that loosely brands a wide array of software packages under the same, very large umbrella – just look at all the products profiled in CRM Magazine!!...(read more)

Be Prepared To Serve Your Members In Times Of Crisis With Dynamics CRM

CRM Software Blog — Wed, 03 Mar 2010 05:50:35 GMT

Membership organizations have the opportunity and responsibility to keep the lines of communication with their members open through good times and bad. The way you communicate with your members during a crisis – whether a snowstorm or an earthquake –...(read more)

Get Out Of The Cube…And Into Dynamics CRM!

CRM Software Blog — Wed, 03 Mar 2010 05:41:35 GMT

Many business professionals today have found that working outside of the traditional office is a requirement for the job. This can be for those workers lucky enough to be able to work from home as well as the seasoned road warrior who spends several days...(read more)

A Real-Life Health Industry Example of an xRM Environment for Microsoft Dynamics CRM

CRM Software Blog — Mon, 01 Mar 2010 17:19:21 GMT

Due to InterDyn – Remington Consulting having a vertical focus in the health industry , we have had the opportunity to configure Microsoft Dynamics CRM into a true xRM environment for organizations in this industry. One such implementation was for a customer...(read more)

Salespeople Buy-in – The Key to a Successful Microsoft Dynamics CRM Implementation

CRM Software Blog — Mon, 01 Mar 2010 17:18:33 GMT

By Earl Hunt, The Resource Group When implementing Microsoft Dynamics CRM in your organization, the real key to a successful implementation is the commitment to use the system from your Salespeople. As it turns out, this is often the most difficult group...(read more)

How to Customize Dynamics CRM Software to Fit Your Needs as a User

CRM Software Blog — Mon, 01 Mar 2010 17:16:33 GMT

Users who need to use CRM but do not have specific ownership or roles related to the entities may have difficulty syncing them in a useful way. When the choice is only their personally owned records, a filtered list based on attributes, or all records...(read more)