Customer Effective Blog

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Integrating Source System Standardized Values to CRM

Posted 2 days ago

by Customer Effective Bloggers

Many times, when people are building integrations they build the front end and then worry about the integration after. While it is important to focus on the UI, having an integration that performs consistently without user intervention is also important...
Cement Your Status as the Premier Mortgage Banker in Your Community with Microsoft Dynamics CRM

Posted 2 days ago

by Customer Effective Bloggers

With mortgage rates slowly creeping up, refinances recently declined to their lowest levels since November 2011. While rates are still near historical lows, Loan Officers may experience a decline in interested refinance applicants. Top Mortgage Bankers...
Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer Effective: Wealth Management CRM

Posted 3 days ago

by Customer Effective Bloggers

The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd Frank . Many of our past commentaries and blog contributions to...
Disaster Recovery Strategies for Microsoft Dynamics CRM

Posted 7 days ago

by Customer Effective Bloggers

So you have implemented Microsoft Dynamics CRM. You install CRM following Microsoft best practices, you follow a good backup strategy. Life is great. But you never know when disaster will strike. Disasters small and large can disrupt your CRM deployment...
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 2

Posted 9 days ago

by Customer Effective Bloggers

In my previous post, Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 part 1 , I touched on the need for tracking user adoption with Microsoft Dynamics CRM 2011. In this post I will run through the steps to create a user adoption...
Surfacing User Adoption with Dashboards in Microsoft Dynamics CRM 2011 Part 1

Posted 9 days ago

by Customer Effective Bloggers

User adoption is an area we put a lot of focus into with each project we deliver to our clients. Ensuring user adoption can be accomplished in many different ways, as Brad Koontz highlighted in his blog post Tips for Putting the 'Use' in Microsoft...
Microsoft Dynamics CRM Data Quality Management: An Ongoing Process

Posted 13 days ago

by Customer Effective Bloggers

A lot of our customers engage us in some form of data cleansing when implementing Dynamics CRM. Why? Because a company is only as good and the data set that they work from and bad data can lead to inefficiencies and quality issues. Data cleansing and...
Achieving Inbox Zero with Microsoft Dynamics CRM, Yammer and Other Tools

Posted 22 days ago

by Customer Effective Bloggers

First in a series about Outlook productivity for Microsoft CRM users I had an unusually relaxing Memorial Day weekend. Not because we took in a baseball game or enjoyed a cookout or stared at the ocean. Just before the weekend started on late Friday...
Show Marketing Campaign ROI in Microsoft Dynamics CRM

Posted 29 days ago

by Customer Effective Bloggers

Marketers spend a lot of time and money creating and executing campaigns, but at the end of the day, can they tell the true impact of their efforts and demonstrate ROI? What is a Campaign? I typically explain that campaigns are buckets for all of...
Use The Right Tool For The Job in Dynamics CRM

Posted 1 month ago

by Customer Effective Bloggers

Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find,record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With...
Health Plan Marketing in the Era of the Affordable Care Act with Dynamics CRM

Posted 1 month ago

by Customer Effective Bloggers

Health Plan providers are working hard, not only to change the products they offer but the way they go to market. Because of Healthcare Reform, they will now have increased exposure to an entirely new market of consumers that previously didn’t exist...
IE Developer Tools Three Quick Tips

Posted 1 month ago

by Customer Effective Bloggers

Today’s post is for my fellow JavaScript junkies. If you aren’t using IE Developer Tools, then check out a few posts . I’d highly recommend checking out Microsoft’s pages to realize instant productivity gains. Seriously, it’s awesome. Changing...
Everybody has bad data: ensuring good data quality when moving to Microsoft Dynamics CRM

Posted 1 month ago

by Customer Effective Bloggers

I am often asked as we are beginning a project, “What are some of the most common pitfalls in implementing CRM?” Or, “What do people typically underestimate in a large CRM deployment?” A number of possible answers may come to mind, but in my experience...
Enhance Existing Teller Applications with Up-Sell and Referral Integration from Microsoft Dynamics CRM

Posted 1 month ago

by Customer Effective Bloggers

Below is a 2-minute demonstration of how Microsoft Dynamics CRM can be integrated with a teller system. The scenario shows how a teller can receive next-best-product and eligible promotions directly in their teller system during a client transaction...
Data Types available with Microsoft Dynamics CRM 2011

Posted 1 month ago

by Customer Effective Bloggers

When creating custom fields in Microsoft Dynamics CRM (CRM), the following data types are available to you as a customizer. Single Line of Text – This is the simplest field type and is a string attribute. The length can be defined between 1 and 4000...
Considerations for Yammer + Microsoft Dynamics CRM Integration

Posted 1 month ago

by Customer Effective Bloggers

Yammer integration with CRM allows users to collaborate on customer and opportunity records within the UI of both platforms. Yammer users are alerted to deal updates and changes to customer statuses regardless of their access to MSCRM. Users of Microsoft...
Turning on Yammer + CRM Integration? Move Your Post Data with a Simple Workflow

Posted 1 month ago

by Customer Effective Bloggers

The Yammer-CRM integration is finally available for users of Microsoft Dynamics CRM Online. If you have logged on and looked at your Activity Feeds lately, you will see a ‘Get Yammer’ notice near you messages. One of the key things to consider before...
Managed Solution Replacement in Microsoft Dynamics CRM

Posted 1 month ago

by Customer Effective Bloggers

Microsoft Dynamics CRM 2011 introduced the concept of solution management—packaging your customizations so they could easily be deployed to other environments. In CRM 2011, there are two types of solutions: Managed solutions, which prevent the solution...
Identify Opportunities for Staff Performance Improvement with Microsoft Dynamics CRM

Posted 2 months ago

by Customer Effective Bloggers

Time and time again, firms voice the desire to deploy CRM to attain a more unified and 360-degree view of their clients and prospects, to collaborate and deliver more consistent service levels, and ultimately improve financial and business performance...
Customer Relationship Management (CRM): It’s really pretty simple!

Posted 2 months ago

by Customer Effective Bloggers

Customer Relationship Management is a concept that has been around for over a decade. And the irony is it all boils down to common sense. It is all about building, nurturing and harnessing relationships. Take this simple concept. Say you...
Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM

Posted 2 months ago

by Customer Effective Bloggers

Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in, the bank brands will differ, but...
Improve Customer Care Agent Performance with CRM and Drive Customer Value

Posted 2 months ago

by Customer Effective Bloggers

My prior blog referenced the “CRM in Customer Service: Insights into Action” report from the Aberdeen Group and touched on how leveraging CRM can lead to significant productivity and performance gains for organizations. I wanted to expand upon that blog...
Good Mobile CRM Programs Start with Strategy - Not Technology

Posted 2 months ago

by Customer Effective Bloggers

Mobile CRM is one of the hottest topics in the CRM world today. The convergence of increased mobile computing power, cloud storage and BYOD policies have made mobility a “must-have” requirement of most CRM projects. The amount of mobile CRM...
Update Rollup 13 for Microsoft Dynamics CRM 2011 has been released

Posted 2 months ago

by Customer Effective Bloggers

Microsoft recently released Update Rollup 13 for Microsoft Dynamics CRM 2011. You can find all of the downloads and links to supporting information through this link to the Microsoft site. http://www.microsoft.com/en-us/download/details.aspx?id=37133...
Exceed Client Expectations and Keep Them Happy with Microsoft Dynamics CRM

Posted 2 months ago

by Customer Effective Bloggers

A recent Analyst Insight December 2012 report from the Aberdeen Group entitled “CRM in Customer Service: Insights into Action” highlights the role of CRM in empowering global companies to achieve their customer service goals. Aberdeen notes that firms...

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