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  • Blog Post: 3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

    CRM SoftwareBlog
    “The superior man is modest in his speech, but excels in his actions.” – Confucius   Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of...
    on 18 Apr 2013

  • Blog Post: Schools as CRM Users: Constituent Relationship Management

    CRM SoftwareBlog
    From public school districts to universities, schools of all sizes are becoming increasingly reliant on CRM software to manage recruitment, communication, and retention. For these users, CRM stands for Constituent Relationship Management. Microsoft Dynamics CRM provides the perfect platform for managing...
    on 1 Apr 2013

  • Blog Post: 4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

    CRM SoftwareBlog
    In working with hundreds of our clients over the years, we have learned many lessons related to implementing Microsoft Dynamics CRM . One of the most crucial elements to successfully deploying and using a new CRM system is making sure that the system supports your organization’s specific sales processes...
    on 16 Jan 2013

  • Blog Post: 2013 Business Productivity Planning

    CRM SoftwareBlog
    It’s time to leverage your technology budget more effectively. Technology today offers businesses of all sizes a wide range of tools to better organize and manage their business. These tools provide a competitive advantage to those businesses that actively implement and utilize them properly. The challenge...
    on 26 Nov 2012

  • Blog Post: How Microsoft Dynamics CRM Helps Improve Member Engagement

    CRM SoftwareBlog
    Is your organization feeling squeezed as you look for association management solutions that fit your unique requirements? Most Association Management Systems (AMS) have either too much or too little functionality requiring extensive customization or lacking the flexibility to meet an association’s...
    on 1 Nov 2012

  • 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: Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001)

    CRM SoftwareBlog
    As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers , Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online.  As the US heads towards electronic medical records...
    on 20 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: 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: 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: InsideView For Microsoft Dynamics CRM 2011

    CRM SoftwareBlog
    Now that Microsoft Dynamics CRM 2011 is so widely used and adapted, the after-market is becoming alive with some really great add-ons.  One of them that we implemented in house is InsideView.  InsideView lives inside the Account record in CRM in a separate field. The application finds a match for the...
    on 4 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
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