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  • Blog Post: CRM and the Customer Portal – A New Way to Share Data

    CRM SoftwareBlog
    One of the greatest features for Microsoft Dynamics CRM is the Customer Portal.  The Customer Portal allows organizations to flow data to and from CRM and an externally-facing website.  It’s a great way for organizations of all types to share and gather information with their constituents.  The Customer...
    on 6 Sep 2012

  • Blog Post: The True tale of a Medical Device Company. It’s My Favorite CRM Story From This Awesome White Paper: “24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers”

    CRM SoftwareBlog
    Altico Advisors was one of 24 contributors to the recently published CRM Software Blog white paper: “24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers.”  It should therefore come as no surprise that our favorite story is actually the one we contributed...
    on 5 Jul 2012

  • Blog Post: Grants Management Made Easy With Microsoft Dynamics CRM

    CRM SoftwareBlog
    We have mentioned Microsoft Dynamics CRM Accelerators before and how these free additions to your existing Dynamics CRM solution can serve specific business needs and make significant improvements to your  business. Recently, while working with a  government agency  one of our consultants was asked for...
    on 15 Dec 2011

  • Blog Post: 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM 2011

    CRM SoftwareBlog
    It doesn’t seem possible to me that summer is officially over; after all in New England we’re lucky if we get 9 weeks of summer weather before we start thinking about Red Sox playoff hopes, fall foliage and the inevitable 16 weeks of winter!! But now that summer is in the rear view mirror I wanted to...
    on 20 Sep 2011

  • Blog Post: Microsoft Dynamics CRM Simplifies Moving to the Cloud

    CRM SoftwareBlog
    If your company or organization is thinking of investing in (or upgrading) a Customer/Membership Management System (CRM), you’ve probably heard about Microsoft Dynamics CRM Online and cloud computing. CRM Online has been the main focus of Microsoft for some time and seems to be the future of how we conduct...
    on 23 Feb 2011

  • Blog Post: Dynamics CRM Accelerators – What They Mean To You

    Anonymous Anonymous
    A number of bloggers have talked about the Dynamics CRM Accelerators .  These add-ons provide additional functionality that Microsoft has developed for Dynamics CRM and are available to download and use at no cost (for the Accelerator code itself).  These Accelerators include Analytics (extended reporting...
    on 1 Oct 2010

  • Blog Post: Not-for-Profit Organization Moves from Grant Program to Microsoft Dynamics™ CRM

    Anonymous Anonymous
    A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization.  Providing advocacy and access to educational, vocational, recreational and critical...
    on 31 Aug 2010

  • Blog Post: Microsoft Dynamics CRM Helps Not-For-Profit Organizations Do More With Less

    Anonymous Anonymous
    With tight budgets and limited resources, not-for-profit organizations struggle on a daily basis for ways to do more with less.  Microsoft Dynamics solves this problem with the Not for Profit Accelerator. Often viewed as a sales tool, Microsoft Dynamics CRM provides so much more, and is a platform...
    on 30 Jul 2010

  • Blog Post: Socialize: Leverage Social Networking to Augment Your Customer Information in Microsoft Dynamics CRM

    Anonymous Anonymous
    Social networking sites can help you gather more information about your customers – such as interests, hobbies or company information – so that you can know and serve them better. On our way to a dinner party recently, my wife checked the name of the host’s wife through his Facebook account.  We...
    on 26 Jul 2010

  • Blog Post: Microsoft CRM Customer Care Accelerator

    Anonymous Anonymous
    In recent years, Microsoft has released “accelerators” to help enhance the already rich feature set of Dynamics CRM .  These accelerators increase the ability to configure and extend CRM to broaden marketing, sales, and service capabilities.  The most recent accelerator (due April 30, 2010) targets CRM...
    on 7 May 2010

  • Blog Post: Microsoft Dynamics CRM as Early Warning System: Improve Customer Service With the Social Networking Power of Dynamics CRM

    Anonymous Anonymous
    You’ve heard the stories.  An irate or unsatisfied customer tweets about their experience with a company or product.  The story is re-tweeted and more join in while the target company is oblivious to the conversation.  By the time they react, it usually sounds lame and insincere. Microsoft Dynamics...
    on 2 May 2010

  • Blog Post: Track Social Media Marketing with Microsoft Dynamics CRM Accelerator

    Anonymous Anonymous
    Let’s face it; this social media fad isn’t going out of style any time soon and has actually increased in usage during the past 12 months. According to the Top Eight Customer Management Trends for 2010 , three in four adults use social media to connect with each other compared to only 56% in 2007. It...
    on 22 Apr 2010

  • Blog Post: Are Microsoft Dynamics CRM And The CRM Features In Microsoft Dynamics NAV The Same Thing?

    Anonymous Anonymous
    Here’s a question sent to the Concentrix email inbox recently: “Is the CRM functionality in Microsoft Dynamics NAV the same as in Microsoft Dynamics CRM ?” The answer is ‘No’ (unless you have a programme that connects the two applications). They are separate programmes and they do things differently...
    on 21 Apr 2010

  • Blog Post: Making The ‘X’ Factor Work For Your Business

    Anonymous Anonymous
    You’ve heard about CRM and you’ve heard about xRM, but are you still wondering what it can do for you and your business?  Wonder no more!  Join FMT Consultants in sunny Southern California for a FREE lunch and learn the features, fun discussion topics, and a common sense demonstration of the power of...
    on 14 Apr 2010

  • Blog Post: How One Company Is Using The Microsoft Dynamics CRM Business Data Auditing Accelerator To Automate Its Approvals Processes

    Anonymous Anonymous
    Written by Dan Smith, Altico Advisors  You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities.  The CRM accelerators themselves are extremely easy to download...
    on 17 Mar 2010

  • Blog Post: Provide Better And More Cost Effective Customer Service With eService Accelerator

    Anonymous Anonymous
    Time is money! This old axiom is well known in the business world and has always remained a core truth.  Every time one of your customer service representatives picks up the phone and says, “How may I help you,” money is spent.  It may be the 10 minutes on the phone collecting and documenting the issue...
    on 17 Feb 2010

  • Blog Post: Increase Your Efficiency With The CRM 4.0 Notification Accelerator

    Anonymous Anonymous
    Alright, you have heard that on www.Codeplex.com Microsoft has released many Accelerators for Microsoft Dynamics CRM 4.0. I have seen many posts saying that this Accelerator is easy to use and install and they are correct.  However, they all seem to miss the mark in telling you what this Accelerator...
    on 23 Jan 2010

  • Blog Post: Hitting The Gas – Capitalizing On CRM Accelerators

    Anonymous Anonymous
    One of the most widely heard comments about CRM systems is that they are supposed to be user-friendly and intuitive, but it doesn’t take long to discover that any functionality that is also friendly to your particular company can still require a formidable amount of time and effort spent on customization...
    on 22 Dec 2009