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Related Posts
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:
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:
Miami Marlins Chooses Green Beacon Solutions for CRM Upgrade
CRM SoftwareBlog
Marlins will leverage Green Beacon Solutions’ expertise to deliver greater marketing and sales ROI by upgrading to Microsoft Dynamics CRM 2011 Green Beacon Solutions, a leading provider of Microsoft Dynamics® customer relationship management (CRM) and enterprise resource planning (ERP) solutions...
on
8 Jan 2013
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:
How Microsoft Dynamics CRM Helps Improve Member Engagement
CRM SoftwareBlog
Is your organization feeling squeezed as you look for association management solutions that fit your unique requirements? Most Association Management Systems (AMS) have either too much or too little functionality requiring extensive customization or lacking the flexibility to meet an association’s...
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1 Nov 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:
Is It Time for an Upgrade to Microsoft Dynamics CRM?
CRM SoftwareBlog
Most forward-thinking firms devote extreme time, energy, and focus to executing their CRM strategic initiatives, defining and re-engineering their business processes, and setting up and customizing their chosen CRM software platform. Though customers and stakeholders are the lifeblood of any organization...
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9 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:
Customer Portal Brings Self-Service to Microsoft Dynamics CRM
CRM SoftwareBlog
Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what can your customers do with the Microsoft Dynamics CRM Customer Portal? For starters, they are empowered to schedule service...
on
7 Jun 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:
The Power of Email Communication and Integrated CRM Creates Optimal Visibility and Marketing for this Manufacturer and Its Distributors
CRM SoftwareBlog
The relationship between manufacturer and distributor should be one of clear communication and streamlined workflows. Both have to work together for their businesses to be successful. One of our manufacturing clients was struggling with their distributor relationships because of the primitive tracking...
on
9 Nov 2011
Blog Post:
DRIVE Your Business Forward with Microsoft Dynamics CRM Integration
CRM SoftwareBlog
In order to create a flowing business, all your business software products should integrate seamlessly. So why don’t all companies do this? With Microsoft Dynamics GP you will be able to seamlessly integrate CRM in order to aid your business in your daily tasks. Customer Service Management This...
on
1 Sep 2011
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:
Dynamics CRM: Bringing the Cloud to You
CRM SoftwareBlog
In order for the mass transition to cloud computing to occur, it’s imperative that CIO’s get comfortable with the security surrounding this new form of IT. After learning about the security safeguards in place, CIO’s won’t be as apprehensive when starting the transition from the traditional client/server...
on
15 Aug 2011
Blog Post:
Microsoft Dynamics CRM-to-ERP Connector Cuts Integration Time, Cost
CRM SoftwareBlog
What if you could streamline data-entry processes throughout your organization in a way that eliminates redundancies, reduces errors, and boosts employee productivity? How much money could that save your company? What if you could gain a precise, real-time, 360-degree view of your customers – from...
on
8 Jul 2011
Blog Post:
Getting the Most out of Microsoft Dynamics CRM with the Right Tools
CRM SoftwareBlog
As you already know, optimizing your CRM solution to fit your needs only helps you enhance your business and streamline processes. But how do you find the right tools that can help you get the most out of Microsoft Dynamics® CRM ? We found one of those tools as we strolled through the Expo at Convergence...
on
24 May 2011
Blog Post:
Agile Thoughts for the Dynamic CRM Implementation
CRM SoftwareBlog
Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding...
on
13 May 2011
Blog Post:
New Release – Microsoft Dynamics CRM “Statement of Direction” May 2011
CRM SoftwareBlog
Microsoft Dynamics CRM Future Vision With Microsoft Dynamics CRM 2011 just launched it’s no surprise that Microsoft wants to keep the momentum going with a sneak peek into the future direction of Microsoft Dynamics CRM over the short and long term. The Microsoft “Statement of Direction” document...
on
12 May 2011
Blog Post:
Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM
CRM SoftwareBlog
In light of the success of our recent webinar, Four Steps to Align Sales and Marketing , I thought I’d write a brief post outlining the information we covered. As I thought more about the webinar, I started to realize that one important issue wasn’t completely addressed: why your Sales and Marketing...
on
28 Mar 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:
Microsoft Dynamics CRM Online Takes the Fear Out of Implementation
CRM SoftwareBlog
Choosing new CRM software to streamline your company processes and enhance your client communications is a big decision and one never to take lightly. Microsoft Dynamics® CRM Online takes that decision and makes it a little less intimidating…here’s how: Microsoft Dynamics CRM Online is at a predictable...
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15 Dec 2010
Blog Post:
Microsoft Dynamics CRM 2011 Sneak Peek at New Features, Functions and Enhancements
Anonymous
The next version of Microsoft Dynamics CRM , due for beta release in September 2010, is being eagerly awaited by business partners and end-users alike. Officially named Microsoft Dynamics CRM 2011 (previously it’s been referred to as version 5 or Microsoft Dynamics CRM 5) the product will offer a whole...
on
29 Jul 2010
Blog Post:
News about Microsoft Dynamics CRM integration with Microsoft Dynamics NAV
Anonymous
There’s an exciting new development happening with Microsoft Dynamics CRM and how you’ll be able to use it with the popular ERP solution Microsoft Dynamics NAV. Recently, Microsoft confirmed that it will be providing built-in integration with Microsoft Dynamics CRM in the next release of Microsoft...
on
20 May 2010
Blog Post:
Effectively Manage Your Social Networking Strategy with the Microsoft Dynamics CRM Social Networking Accelerator
Anonymous
According to a March 2009 study by Nielson, social networks and blogs are now the 4th most popular online activity, ahead of personal email. In addition, time spent on social networking sites is growing 3x faster than the overall internet rate, now accounting for almost 10% of all internet time. While...
on
4 Feb 2010
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