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  • Blog Post: Valued Customers vs. Volume Customers

    CRM SoftwareBlog
    At first glance, it may seem that having hundreds of customers is a good thing, but when it comes down to the bottom line, more isn’t always better.  Having customers is obviously critical, but you want good-customers, not bad-customers.  Telling the difference between the two isn’t always easy, but...
    on 23 Apr 2013

  • Blog Post: Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM

    CRM SoftwareBlog
    Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in, the bank brands will differ, but it’s nearly impossible to not run into them in central business districts...
    on 18 Apr 2013

  • Blog Post: 3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

    CRM SoftwareBlog
    “The superior man is modest in his speech, but excels in his actions.” – Confucius   Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of...
    on 18 Apr 2013

  • Blog Post: Designing a Versatile CRM Solution for Financial Service Firms

    CRM SoftwareBlog
    The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile functionality which helps streamline business practices in addition to managing client and...
    on 9 Apr 2013

  • Blog Post: Schools as CRM Users: Constituent Relationship Management

    CRM SoftwareBlog
    From public school districts to universities, schools of all sizes are becoming increasingly reliant on CRM software to manage recruitment, communication, and retention. For these users, CRM stands for Constituent Relationship Management. Microsoft Dynamics CRM provides the perfect platform for managing...
    on 1 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: Oklahoma City Thunder Reaches The Hearts of Basketball Fans Using Microsoft Dynamics CRM

    CRM SoftwareBlog
    What makes client relationship management special for The Oklahoma City Thunder pro basketball team? During an interview at Convergence 2013 Scott Loft, VP Ticket Sales, Retention, and Database Operations for The Oklahoma City Thunder said: “We don’t treat our fans like a seat number… We want to create...
    on 26 Mar 2013

  • Blog Post: 5 Ways to Define the CRM Acronym

    CRM SoftwareBlog
    If you ask a dozen different companies to define customer relationship management (CRM), you will probably get a dozen different answers.  Businesses realize they need to keep their customers engaged and satisfied, but how they go about it can involve a variety of different methods.  Here are five ways...
    on 6 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: CRM for Residential Construction: Building Competitive Advantage with CRM in the Homebuilding Industry

    CRM SoftwareBlog
    After several years of challenging market conditions, the residential homebuilding industry seems to have turned a corner and begun to rebound.  Firms that have invested in technology to help them drive revenue and margin will be positioned to outperform their competitors as the market returns to health...
    on 4 Mar 2013

  • Blog Post: Use Connections to Build Deeper Insights into Accounts and Contacts

    CRM SoftwareBlog
    Have you ever noticed how people and companies are often interconnected in multiple ways?  In other words, contacts in your CRM are probably connected to other contacts and companies in not-so-obvious ways.  An employee with one company can also be a former employee at another company.  And one company...
    on 28 Feb 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: Education, Empowerment and Relationship: Keys to Happier Bank Customers with Microsoft Dynamics CRM

    CRM SoftwareBlog
    Due to increasing accountholder disgust with fee increases, wavering client loyalty, eroding customer or member confidence, increased regulation, and tightened margins, banks and credit unions really have no choice but to enhance their overall banking experience. This premise is shared by the findings...
    on 4 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: 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: Top 6 Most Popular CRM Blog Posts by Turnkey Technologies, Inc. in 2012

    CRM SoftwareBlog
    “Men at some time are masters of their fates” – William Shakespeare   Turnkey Technologies, Inc. has enjoyed sharing great information and insights about Microsoft Dynamics CRM and CRM Software on the CRM SoftwareBlog.com in 2012.  The main purpose has always been to inform the reader, give a unique...
    on 16 Jan 2013

  • Blog Post: Webinar – Accelerate Your Sales and Marketing in 2013 with CRM

    CRM SoftwareBlog
    Wouldn’t be great if you could close more sales in less time, shorten your sales cycle, and smoothly manage the sales and marketing processes this year? Well you can! Now more than ever companies are reaping the benefits of investing in and deploying CRM solutions to help improve sales and marketing...
    on 10 Jan 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: Don’t Overlook Embedded Bing Maps in Dynamics CRM 2012

    CRM SoftwareBlog
    One of the many cool new features in the recent update to Microsoft Dynamics CRM 2012 is embedded Bing maps. Address fields are already a part of many of your Customer Relationship Management records, and with Bing maps, you can now easily take advantage of this geo-data for visualization. Of course...
    on 7 Jan 2013

  • Blog Post: My 3 Favorite Microsoft Dynamics CRM December 2012 Service Update Features

    CRM SoftwareBlog
    “What is actual is actual only for one time, and only for one place.” – T. S. Eliot   Microsoft continues to make a significant investment in Microsoft Dynamics CRM in three main areas of applications, experiences and platform.  The recent Microsoft Dynamics CRM December 2012 Service Update has made...
    on 28 Dec 2012

  • 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: Picture Your Success with Dashboards in CRM 2011

    CRM SoftwareBlog
    Get a bird’s eye view on your business every time you launch CRM on your desktop. With Microsoft Dynamics CRM 2011 , you have the option to use standard dashboards or customize your dashboards with built-in tools  that establish common goals and business processes  leading to consistent reporting across...
    on 10 Dec 2012

  • Blog Post: B2B Marketing To-Do List for 2013

    CRM SoftwareBlog
    As we approach the beginning of a new year, it’s important as profesisonal marketers to reflect on what we were able to accomplish in 2012, where our marketing team could have performed better, and what tools, processes, and initiatives we can undertake in 2013 to perform at a higher level. I compiled...
    on 10 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
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