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  • 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: 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: 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: 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: 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: xRM: Your Guidebook to Finding the Right CRM Solution

    CRM SoftwareBlog
    Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will...
    on 15 Aug 2011

  • Blog Post: Interested in $200 Cash? Check out Cloud CRM for Less

    CRM SoftwareBlog
    Everyone knows that there is stiff competition between Microsoft, Salesforce.com, and Oracle over acquiring new customers in the CRM space. In fact, Microsoft has taken the competition to a new level by offering $200 for each user that makes the switch to Microsoft Dynamics CRM Online . Microsoft is...
    on 27 Jun 2011