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  • Blog Post: Learn about Connecting your Dynamics CRM and ERP Solutions at Convergence

    CRM SoftwareBlog
    Convergence is right around the corner and if you’re lucky enough be attending, you’ll notice there are a number of informative classes to choose from. One class in particular that should be on the radar for any company utilizing both Microsoft Dynamics ERP and CRM is: Connector for Microsoft Dynamics...
    on 18 Mar 2013

  • Blog Post: 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM

    CRM SoftwareBlog
    It doesn’t seem possible that Spring is almost upon us, especially after the Winter Wonderland we experienced here in New England this year!  But now that the snow is (almost) in our rear view mirror I wanted to reflect on the busy Winter we had and highlight a few examples of some CRM projects we [...
    on 4 Mar 2013

  • Blog Post: Microsoft Dynamics CRM and Data Security in a Virtual World

    CRM SoftwareBlog
    Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user adoption and improved business process design. Stay focused as you develop your CRM implementation plan since...
    on 25 Feb 2013

  • Blog Post: Planes, Trains and CRM Implementation Philosphy

    CRM SoftwareBlog
    Four feet 8.5 inches. Not exactly a number that rolls off the tongue but a significant one none the less. It represents the distance between two railroad tracks on modern railways across the USA. The story goes that its width was handed down from the original makers of trams that were pulled by horses...
    on 19 Feb 2013

  • Blog Post: Online CRM Versus CRM On-premise

    CRM SoftwareBlog
    When facing a difficult decision, especially in business, it is important to weigh the pros and cons of your choices.  After choosing to use a customer relationship management (CRM) solution , your first choice is to decide whether you want an on-premise or online deployment.  The right deployment option...
    on 7 Feb 2013

  • Blog Post: Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

    CRM SoftwareBlog
    Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the...
    on 18 Jan 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: 3 Reasons to Attend Microsoft Convergence 2013

    CRM SoftwareBlog
    Convergence 2013 is coming to New Orleans, March 18-21.  This is the biggest Microsoft Dynamics Customer Conference event of the year with over 10,000 attendees and I encourage you to attend.  You and your teammates will: Learn to get the most out of your Microsoft Dynamics solution.   You’ll have...
    on 16 Jan 2013

  • Blog Post: Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing

    CRM SoftwareBlog
    Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but...
    on 13 Dec 2012

  • Blog Post: AbleBridge Solves Business Challenges with Microsoft Dynamics CRM

    CRM SoftwareBlog
    We’ve been evangelizing the value proposition of the Microsoft Dynamics CRM platform for quite some time now.  Any business can mold a business solution specific to the relationships they need to manage.  The concept of XRM ( X = Anything Relationship Management ) is one we’ve been talking about for...
    on 20 Oct 2012

  • Blog Post: Be Nimble and Be Quick: Microsoft Dynamic CRM Implementations

    CRM SoftwareBlog
    As an organization that performs a high volume of CRM implementations, we understand there are many different ways to roll these systems out.  Whether it is design, development, or go-live ( or anywhere in-between), the best approach for your own implementation is understanding how those phases are different...
    on 27 Sep 2012

  • Blog Post: How to Select a CRM Implementation Partner

    CRM SoftwareBlog
    Choosing the right partner for your Microsoft CRM implementation is crucial, but with so many resources out there, finding the one best suited to your needs can be difficult. That means it is very important to do research before you select a partner. These 4 tips can help: Check the Partner’s experience...
    on 12 Sep 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: 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: 3 Powerful Things AbleBridge Did for Microsoft Dynamics CRM Customers in June

    CRM SoftwareBlog
    1. Implemented Microsoft Dynamics CRM for an Insurance agency that needed to replace their current CRM / Agency Management System. Migrated all the data from the legacy agency management systems, recreated four key reports and trained all users on Microsoft Dynamics CRM in less than a week. Created...
    on 20 Jun 2012

  • Blog Post: 6 Rules for CRM User Adoption

    CRM SoftwareBlog
    Forthwith, my six rules for CRM user adoption. The general points are valid for any customer relationship management system; most of the examples and links are about Dynamics CRM specific implementation details. 1.     Define Everybody agrees user adoption is a good thing, but nobody knows what it...
    on 15 May 2012

  • Blog Post: How to Implement CRM as a Process Not a Product: A Vision for a New CRM

    CRM SoftwareBlog
    In late January I read a  blog post by Lars Agger of Habanero Consulting  about the launch of a new  ERP services company in Vancouver, Canada . The post was discussing the state of ERP service firms and how this company would transform the typical experience that customers have. This new company had...
    on 10 May 2012

  • Blog Post: The Keys to a Successful Sales Funnel: Keeping Opportunities Flowing

    CRM SoftwareBlog
    When are salespeople at their best? When are they best able to close deals, maximize gross profit on sales, and grow their territory’s revenue? When answering these questions, think of how much better your salespeople perform when they have too much to handle. Think of how well they respond when there...
    on 7 May 2012

  • Blog Post: How to Align Dynamics CRM with Your Sales Team

    CRM SoftwareBlog
    In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team.  This can be caused by a number of reasons, including the system being too difficult to understand and/or complex to use.  Another challenge...
    on 17 Apr 2012

  • Blog Post: Finding Your Microsoft Dynamics CRM MVPs from a Winning Opening Day all the Way to the World Series!

    CRM SoftwareBlog
    It’s hard to believe that baseball spring training is already coming to an end and opening day of the regular season is only a few days away! Our beloved Detroit Tigers’ opening game is against the Boston Red Sox on Thursday, April 5 th. We’re expecting a fantastic season opener and predict the...
    on 2 Apr 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: How Do You Get Your Sales People to Use CRM Software?

    CRM SoftwareBlog
    Customer Relationship Management Software allows your marketing and sales departments to reach out to prospects, develop relationships, and turn them into loyal customers.  Many salespeople may be reluctant to use a CRM system.  Instead of selling them with product stats, you need to show them how a...
    on 29 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: Get Ahead of the Curve in 2012: 5 Tips for a Successful CRM Implementation

    CRM SoftwareBlog
    As businesses delve head first into exciting and ambitious goals of another New Year, it’s crucial to start off on the right foot. Enhancing customer relationship management, sales, and marketing plays a key role to ensure your company has a great 2012. We here at The TM Group have five tips to help...
    on 18 Jan 2012
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