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Related Posts
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:
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:
Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method
CRM SoftwareBlog
Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between...
on
21 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:
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:
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:
Event Managers: Hit a Home Run with Microsoft Dynamics CRM
CRM SoftwareBlog
One of the most important skills an Event Manager must possess is organization. However, organization alone is not enough in the rapid business environment we all live in. In addition, having the right resources in place can make a world of difference. One such resource is an event management system...
on
7 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:
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
Blog Post:
Will there be a MS Dynamics CRM Windows 8 version?
CRM SoftwareBlog
Buried in the Release Preview Guide for the December Update, there’s a table showing all the operating systems that the online version of Dynamics CRM will be compatible with. There’s a row devoted to Windows 8, along with all the browsers Dynamics CRM will run on: IE, Chrome, and Firefox...
on
13 Nov 2012
Blog Post:
Achieving Process Improvement and Strategic Advantage with Microsoft Dynamics CRM
CRM SoftwareBlog
Last month, I had the opportunity to visit with many customers and partners of Customer Effective at our annual Customer Conference. It was great to catch up with clients and hear how CRM has helped them drastically improve revenue, efficiency, and client satisfaction. These customers understand and...
on
6 Nov 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...
on
1 Nov 2012
Blog Post:
More Evidence that Delivering a High-Quality Customer Experience Results in Higher Stock Returns
CRM SoftwareBlog
Forrester Research consistently surveys U.S. consumers on the quality of their customer experience. This year, Forrester received responses from over 7,600 U.S. consumers based on interactions with 160 brands across 13 industries. The results are then accumulated and ranked in the annual Forrester Customer...
on
27 Oct 2012
Blog Post:
Is Your Wealth Management Firm Getting the Most Out of Its CRM?
CRM SoftwareBlog
Over the summer, Schwab Advisor Services surveyed over 1,600 Registered Investment Advisors (RIAs) concerning how they are utilizing CRM technology in their business operations. Poll results demonstrate that RIAs have significant room for improvement in how they leverage CRM. For instance, key findings...
on
10 Oct 2012
Blog Post:
Foster Deeper Relationships with External Referral Sources via Microsoft Dynamics CRM
CRM SoftwareBlog
In my last post on the Customer Effective blog , I highlighted how Microsoft Dynamics CRM can aid firms in the area of tracking internal employee referrals, particularly in the Retail Banking arena. Regardless of whether a referral is uncovered by an employee, sent from an existing client, or delivered...
on
4 Oct 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:
The Benefits Reaped when Companies Switch to Microsoft Dynamics CRM from Salesforce.com
CRM SoftwareBlog
Having had the opportunity and pleasure of attending the Microsoft Dynamics Partner Event in Fargo, N.D. this past week, it really makes me so proud and excited about promoting the Microsoft Dynamics Platforms and the benefits of the products. Sitting in my seat on the plane making my way back to Detroit...
on
24 Sep 2012
Blog Post:
Top 3 Ways Nonprofits Benefit from a CRM System
CRM SoftwareBlog
I’ll admit it. Nonprofits are my passion. Maybe it’s my tendency to vote for the underdog, or a naive dream to make the world a better place, or maybe I simply love the chaotic environment and the excitement that embodies many nonprofits. Whatever the reason, I want them to succeed. If you’re reading...
on
5 Sep 2012
Blog Post:
Microsoft Dynamics CRM in the Call Center: How to Leverage Multiple Source Systems through CRM – Third in Series
CRM SoftwareBlog
First in Series Second in Series Another common challenge in the Contact Center is Customer Service Representatives (CSR’s) having to access multiple systems to get the information they need to do their job. Whether it’s a back-end Billing or Claims system to access policy information, each additional...
on
31 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:
Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001)
CRM SoftwareBlog
As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers , Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online. As the US heads towards electronic medical records...
on
20 Aug 2012
Blog Post:
Dynamics CRM for Health Plan Administrators – Driving Sales and Controlling Costs
CRM SoftwareBlog
A recent report found that Blue Cross Blue Shield plans’ administrative expenses amounted to 9.1% of premiums collected in 2011. For those that have been following the Affordable Care Act’s (ACA) effect on Health Plan Carriers’ business model, this report shines the spotlight on an...
on
17 Aug 2012
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