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  • Blog Post: Cloud CRM Price Comparison Guide

    CRM SoftwareBlog
    Here is a quick pricing guide that outlines the different costs of the more popular On Demand CRM packages we run into a somewhat regular basis.  Product Basic Pricing Maximizer CRM Live $39/user/month, 5 user minimum Microsoft Dynamics CRM Online $44/user/month Netsuite...
    on 25 Apr 2013

  • Blog Post: 2 Keys to Optimizing CRM for Your Organization

    CRM SoftwareBlog
    When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization...
    on 17 Apr 2013

  • Blog Post: The ABCs of CRM: What You Should Know About Activity Based Costing

    CRM SoftwareBlog
    “The value of an idea lies in the using of it.” Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship...
    on 17 Apr 2013

  • Blog Post: The Best of Microsoft Convergence 2013…From the Convenience of Your Office

    CRM SoftwareBlog
    Microsoft Convergence is THE premier event held annually for Microsoft Dynamics users and partners. Over 10,000 people are attending from all over the world and the critical mass of this event is like no other. With hundreds of sessions, a massive expo hall, world-renowned key speakers and amazing special...
    on 19 Mar 2013

  • Blog Post: Earn Microsoft $ubsidy with Big Easy / Cloud Easy Offers

    CRM SoftwareBlog
    The Big Easy Offer 10 and the Cloud Easy Offers are back! If you are in the market for a new CRM solution this offer is very compelling; not only do you get one of the best CRM solutions in the industry but you get cash back from your purchase.   Couple key points about the [...] Earn Microsoft...
    on 19 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: 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: 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: Using Microsoft Dynamics CRM is the Key for Communication

    CRM SoftwareBlog
    A Speech Pathology, Educational Therapy and Orofacial Myology agency was in desperate need of maximizing their use of their existing Microsoft Dynamics CRM implementation.  The platform was mildly configured, but they knew they should be getting more out of their CRM system. They were referred to The...
    on 7 Jan 2013

  • Blog Post: Does Your CRM Provider Meet Your List of Requirements?

    CRM SoftwareBlog
    Whether you have chosen a customer relationship management (CRM) provider or are still in the research phase, your CRM provider should meet all of your expectations.  Together, as a team, you will be able to choose the right CRM software solution for your business today , and keep it working at optimal...
    on 18 Dec 2012

  • 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: Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff

    CRM SoftwareBlog
    Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics CRM platform have helped many wealth management firms develop enduring and scalable practices. Whether...
    on 7 Dec 2012

  • Blog Post: Pre-defined Sales Processes Come to Microsoft Dynamics 2012

    CRM SoftwareBlog
    Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes . Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management. Of course, you...
    on 4 Dec 2012

  • Blog Post: Most Popular White Papers from the CRM Software Blog

    CRM SoftwareBlog
    Businesses change and grow, and then change some more and grow some more. If your company is no longer the “mom and pop” business that you could keep track of in your daily planner or with spreadsheets, you may be in the market for a robust CRM (customer relationship management) system. ...
    on 4 Dec 2012

  • Blog Post: Siebel to Microsoft Dynamics CRM, The Tale of Microsoft’s Own Migration

    CRM SoftwareBlog
    Last week I sat in on the very interesting webinar “Microsoft Saves $10M in TCO by Implementing New CRM System” from their Meet The Experts series. In this webinar Connor Marsden (US Director of Microsoft Dynamics CRM), Charles Lasco (Solution Manager, MSFT IT) and Tameem Mohammed (Developer Lead for...
    on 30 Nov 2012

  • Blog Post: How to Build a Business Case for CRM

    CRM SoftwareBlog
    You’ve figured out that some of the issues your organization is facing could be solved by a CRM solution and you know that CRM delivers a high ROI .  You may even have a CRM solution picked out already.  Now you need to help your business leaders to see your vision for what the software can do for your...
    on 28 Nov 2012

  • Blog Post: Microsoft Dynamics CRM vs. SalesForce.com Comparison: Simple Customizations

    CRM SoftwareBlog
    This blog is going to take a closer look at the Out of the Box (OOTB) codeless customization functionality of both Dynamics CRM and Salesforce.com. Why OOTB? Well of course in every implementation of software there is going to be some necessary customization because every business is different; but what...
    on 26 Nov 2012

  • Blog Post: Microsoft Dynamics CRM’s ABCs: Activities Build Cash

    CRM SoftwareBlog
    One of our clients coined the phrase “CRM’s ABCs: Activities Build Cash”. We decided to make this a rally call of our own since we really liked the way that sounded and felt the emphasis on cash would resonate with presidents and those in charge of sales and marketing. Because that is what CRM is all...
    on 21 Nov 2012

  • Blog Post: Achieving Process Improvement and Strategic Advantage with Microsoft Dynamics CRM

    CRM SoftwareBlog
    Last month, I had the opportunity to visit with many customers and partners of Customer Effective at our annual Customer Conference. It was great to catch up with clients and hear how CRM has helped them drastically improve revenue, efficiency, and client satisfaction. These customers understand and...
    on 6 Nov 2012

  • Blog Post: Extending Dynamics CRM for Project Management

    CRM SoftwareBlog
    One of the greatest benefits of Microsoft Dynamics CRM is the ability to extend the system beyond traditional Customer Relationship Management work.  Companies have the ability to create new entities unique to their business and actually track operational processes.  These could be internal project management...
    on 18 Oct 2012

  • Blog Post: Remember Two Important Truths When Searching for CRM Software

    CRM SoftwareBlog
    A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and deliberately. While researching CRM software, you need to take into consideration two important truths: 1. Know your business...
    on 11 Oct 2012

  • Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

    CRM SoftwareBlog
    Recently I attended an interesting marketing workshop hosted by Walsh College . Featuring a panel of four marketing, advertising, public relations, social media, and face-to-face marketing experts, they discussed what tactics they are currently seeing as producing the best results for small and medium...
    on 11 Oct 2012

  • Blog Post: Is Your Wealth Management Firm Getting the Most Out of Its CRM?

    CRM SoftwareBlog
    Over the summer, Schwab Advisor Services surveyed over 1,600 Registered Investment Advisors (RIAs) concerning how they are utilizing CRM technology in their business operations. Poll results demonstrate that RIAs have significant room for improvement in how they leverage CRM. For instance, key findings...
    on 10 Oct 2012
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