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Related Posts
Blog Post:
Microsoft Dynamics CRM Mobile & Browser Options
CRM SoftwareBlog
Workers today depend more and more on their mobile devices. Microsoft Dynamics CRM includes a mobile CRM module that works with any web-enabled phone or device. This allows Microsoft Dynamics users real-time access to customer information, the opportunity pipeline, leads, marketing and customer service...
on
22 Feb 2013
Blog Post:
The Benefits Reaped when Companies Switch to Microsoft Dynamics CRM from Salesforce.com
CRM SoftwareBlog
Having had the opportunity and pleasure of attending the Microsoft Dynamics Partner Event in Fargo, N.D. this past week, it really makes me so proud and excited about promoting the Microsoft Dynamics Platforms and the benefits of the products. Sitting in my seat on the plane making my way back to Detroit...
on
24 Sep 2012
Blog Post:
Everything You Need to Know About Microsoft Dynamics CRM Online
CRM SoftwareBlog
Microsoft’s commitment to the cloud is clear and the Microsoft Dynamics CRM Online service is a testament to Microsoft’s vision of where business applications should live – in Microsoft’s cloud . The service is hosted in highly secure, Microsoft-owned and managed data centers and provides a 99.9 percent...
on
30 Aug 2012
Blog Post:
Microsoft Dynamics CRM + Broadlook = The Perfect Match
CRM SoftwareBlog
We recently began using a set of solutions in our internal Microsoft Dynamics CRM system that has just been phenomenal. Since starting to utilize Broadlook’s Contact Capture, we no longer have to undergo mundane and time consuming data entry tasks to create new contact records into our Microsoft Dynamics...
on
30 Aug 2012
Blog Post:
Even More with Even Less – Are You Kidding Me?
CRM SoftwareBlog
As the terrific ASAE Annual Meeting 2012 was winding to a close, it occurred to me that the trends that began in 2008 as the economy turned south might just be here to stay in the Association Community- at least for the near future. Not unlike our private sector counterparts, Associations and Nonprofits...
on
16 Aug 2012
Blog Post:
Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM
CRM SoftwareBlog
When it comes to Customer Relationship Management (CRM) software, it is common knowledge that Microsoft Dynamics CRM is one of the leading products on the market. There are a multitude of reasons for this, from the benefits it offers to the rich functionality it provides as well as the backing of a...
on
31 Jul 2012
Blog Post:
Yammer and Microsoft Dynamics CRM to Join Forces
CRM SoftwareBlog
With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a home in the Microsoft Office Division, and according to the press release, Redmond “plans to accelerate...
on
30 Jul 2012
Blog Post:
Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies
CRM SoftwareBlog
At the heart of every high tech company are front-and back-office business processes that are ripe for unifying. With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship...
on
18 Jul 2012
Blog Post:
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook
CRM SoftwareBlog
Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Conditional formatting is available when using the...
on
13 Jul 2012
Blog Post:
Part I: Dynamics CRM 2011 Connections for Creating Relationships
CRM SoftwareBlog
Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up in your new buddy’s friends list, and vice-versa. Connections, a feature in Microsoft Dynamics CRM 2011, takes...
on
11 Jul 2012
Blog Post:
Increase Productivity with Dynamics CRM Integration for Microsoft Outlook
CRM SoftwareBlog
With the introduction of a native Microsoft Outlook integration back in CRM 4.0, the Dynamics team provided a convenient option for email centric marketing and sales folks . They can add leads, track emails, and access CRM records without ever having to leave Outlook. In Dynamics CRM 2011, the Outlook...
on
29 Jun 2012
Blog Post:
Use Dynamics CRM to Enable Web-based Lead Capture
CRM SoftwareBlog
We’ve all seen this particular form on corporate web sites. The one with “who to contact” or “have any questions?” – there’s usually a series of fields that lets potential customers enter their contact information and then press a submit button. The data in this HTML form should land in your Microsoft...
on
19 Jun 2012
Blog Post:
Dynamics CRM Addresses Three Key Hurdles for Professional Services Firms
CRM SoftwareBlog
Successful professional services organizations have many things in common, regardless of what type of service they deliver. They offer consulting experience, industry-specific expertise, and project insight and guidance that clients can’t wrap up and take back to their office. However, inherent in...
on
22 May 2012
Blog Post:
Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM
CRM SoftwareBlog
Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse or Regional B/D in the quest for a better overall platform, research...
on
6 May 2012
Blog Post:
Top Reasons Microsoft Mobile CRM Means a More Productive Workforce
CRM SoftwareBlog
For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data for both on-premise and online Microsoft CRM clients. For many companies who have already implemented a 3rd party Mobile...
on
28 Apr 2012
Blog Post:
Making Note of Key Relationships with Microsoft Dynamics CRM
CRM SoftwareBlog
One often overlooked but important tool in an effective CRM software solution is the ability to make notations about prospect and customer encounters. These notes help sales people keep track of conversations with contacts throughout the entire sales cycle. This process not only keeps the salesperson...
on
11 Apr 2012
Blog Post:
Non-Profit Fundraising with Microsoft Dynamics CRM
CRM SoftwareBlog
Unlike their for-profit neighbors, organizations dependent on donors are very much driven by sudden and unexpected needs. Microsoft Dynamics CRM 2011 is also an effective non-profit fundraising software tool. By using Microsoft CRM’s special functions for campaigns, publicly funded organizations can...
on
4 Apr 2012
Blog Post:
Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric
CRM SoftwareBlog
Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and brand loyalty declines faster than ever before, the firms that still insist upon focusing...
on
4 Apr 2012
Blog Post:
Harnessing the Power of Dialogs with Microsoft Dynamics CRM 2011
CRM SoftwareBlog
Utilizing all the functionalities in Microsoft Dynamics CRM 2011 is a sure bet to increase your organization’s productivity, optimize daily operations, and enhance your work processes at all levels. One of the most effective ways to do that in Microsoft Dynamics CRM 2011 is taking advantage of...
on
3 Apr 2012
Blog Post:
Customer Relationship Management and the BYOD Revolution
CRM SoftwareBlog
Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now. Enterprise workers are quite dependent on their personal smartphones and tablet computers, constantly finding new applications for them...
on
26 Mar 2012
Blog Post:
xRM: Extending the Scope of Microsoft Dynamics CRM
CRM SoftwareBlog
Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition. According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers. With that, let...
on
21 Mar 2012
Blog Post:
Dynamics CRM. Check. In the Cloud. Check. Save Lots of $$$. Check
CRM SoftwareBlog
Microsoft Dynamics CRM has created a significant buzz throughout the industry. Organizations of all sizes and from all different industries have seen the benefits it can offer and are now taking advantage of the extensive built-in functionality to address their sales, marketing, membership, and service...
on
20 Feb 2012
Blog Post:
CRM for Associations: A New Era in Member Engagement and Revenue Generation
CRM SoftwareBlog
Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations...
on
19 Jan 2012
Blog Post:
Dynamics CRM Fits the Bill for Productivity, Security, and Reliability
CRM SoftwareBlog
Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders...
on
16 Dec 2011
Blog Post:
Our Love Affair With Microsoft Dynamics CRM
CRM SoftwareBlog
I’m one of the CRM specialists here at Altico Advisors and in that role, I implement Microsoft Dynamics CRM for our clients. Step one is to understand their business requirements. So I have a pretty good understanding of why they want a CRM system and once it’s implemented, what they love about it...
on
5 Oct 2011
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