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  • Blog Post: Turn Leads into Sales with CRM Software

    CRM SoftwareBlog
    Making sales isn’t about luck; it’s about finding prospects and knowing your customers.  Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target better prospects, and strengthen customer relationships.  After all, lucky socks don’t find new customers...
    on 5 Apr 2013

  • Blog Post: Three Reasons CRM Software Should Be On Your Wish List

    CRM SoftwareBlog
    More and more businesses are planning to implement customer relationship management (CRM) software this year according to a recent Gartner survey (http://www.gartner.com/newsroom/id/2358015). Reasons for using CRM solutions point to the need to find new prospects and generate loyalty with existing customers...
    on 26 Mar 2013

  • Blog Post: Lean Techniques for Defining CRM Goals

    CRM SoftwareBlog
    What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line?  Is there a specific business opportunity you want to pursue? Start with no more than ONE or TWO! Too often we meet customers who fail to realize benefits because they bite...
    on 5 Mar 2013

  • Blog Post: Stop Re-pulling Your Marketing Lists and Automate Them!

    CRM SoftwareBlog
    With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts...
    on 4 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: CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

    CRM SoftwareBlog
    We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we’ll keep it mostly in that context but we think the insights...
    on 25 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: 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: Yammer and Microsoft Dynamics CRM 2012

    CRM SoftwareBlog
    The last news we’ve heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we’re very excited about in this newest Dynamics CRM is the native Yammer integration. According to Microsoft, though, you’ll have to...
    on 27 Dec 2012

  • Blog Post: Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel

    CRM SoftwareBlog
    One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word.  Obviously this...
    on 13 Dec 2012

  • Blog Post: Get to Know Your Customers Well With CRM Software

    CRM SoftwareBlog
    You know you have customers, but how well do you know them?  You know they buy your products and services, but are you able to easily determine how much and how often?  Getting to know your customers well is not only good for customer service, it’s good for the bottom line. In order to learn all that...
    on 4 Dec 2012

  • Blog Post: The BONUS Benefit of Microsoft Dynamics CRM is Workflow

    CRM SoftwareBlog
    There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results.  Another significant benefit is that it will build in consistency and reliability for your sales and marketing...
    on 9 Nov 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: 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: 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: New Productivity Pack for Dynamics GP to Dynamics CRM Connector

    CRM SoftwareBlog
    The Connector for Microsoft Dynamics, which has been available for about two years, provides integration between Microsoft Dynamics CRM and Microsoft Dynamics GP (previously Great Plains), as well as NAV and AX. The Connector is to be able to pull information between the transactional world of GP and...
    on 7 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: 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: Why CRM? My CRM.

    CRM SoftwareBlog
    CRM has come a long way since its youthful start in version 1.0. Improvements continue to be added to make CRM work the way you do each and every day.   Now that Microsoft has committed to twice yearly updates with even more functionality planned on the roadmap, it’s tempting to watch and wait...
    on 9 Jul 2012

  • Blog Post: Advantages of Integrated Project Management Capabilities in Microsoft Dynamics CRM

    CRM SoftwareBlog
    A broad range of organizations need to manage the delivery of their products and services after the initial sale is made; however, most organizations use separate, disjointed systems for this phase in the customer lifecycle and some use no system at all. Microsoft Dynamics CRM 2011 is such a flexible...
    on 1 Jun 2012

  • Blog Post: Microsoft Dynamics CRM Gets More Social in 2012

    CRM SoftwareBlog
    Introduced in the November 2011 service update, Activity Feeds were a solid first step in bringing more real-time collaboration and social aspects to Microsoft Dynamics CRM . The key idea is that entities in Dynamics CRM have a social dimension. CRM records can have their own wall or stream of posts...
    on 29 May 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: New Microsoft Dynamic CRM Mobile Capabilities!

    CRM SoftwareBlog
    In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new mobile feature, which will support native MS CRM apps on all your favorite devices, including iPhone, Windows Phone 7, BlackBerry...
    on 12 May 2012
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