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Related Posts
Blog Post:
Governmental Agencies as CRM Users: Citizen Relationship Management
CRM SoftwareBlog
Last time, we talked about schools turning to CRM software to manage recruitment, communication, and retention. Similarly, governmental agencies of all sizes are turning to CRM software to increase efficiency and productivity and to save tax dollars. For these users, CRM stands for Citizen Relationship...
on
17 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:
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:
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:
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:
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:
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:
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:
Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies
CRM SoftwareBlog
At the heart of every high tech company are front-and back-office business processes that are ripe for unifying. With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship...
on
18 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:
Increase Productivity with Dynamics CRM Integration for Microsoft Outlook
CRM SoftwareBlog
With the introduction of a native Microsoft Outlook integration back in CRM 4.0, the Dynamics team provided a convenient option for email centric marketing and sales folks . They can add leads, track emails, and access CRM records without ever having to leave Outlook. In Dynamics CRM 2011, the Outlook...
on
29 Jun 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:
Top Reasons Microsoft Mobile CRM Means a More Productive Workforce
CRM SoftwareBlog
For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data for both on-premise and online Microsoft CRM clients. For many companies who have already implemented a 3rd party Mobile...
on
28 Apr 2012
Blog Post:
Clean Up Your Microsoft Dynamics CRM Data with Duplicate Detection
CRM SoftwareBlog
In setting up a Microsoft Dynamics CRM project, data quality can take a backseat to other business concerns. That is pretty understandable in most get-it-done-yesterday sales environments. But Microsoft CRM makes one data quality issue, data duplication detection so easy to implement you’ll probably...
on
28 Apr 2012
Blog Post:
Customer Relationship Management and the BYOD Revolution
CRM SoftwareBlog
Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now. Enterprise workers are quite dependent on their personal smartphones and tablet computers, constantly finding new applications for them...
on
26 Mar 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:
How Do You Get Your Sales People to Use CRM Software?
CRM SoftwareBlog
Customer Relationship Management Software allows your marketing and sales departments to reach out to prospects, develop relationships, and turn them into loyal customers. Many salespeople may be reluctant to use a CRM system. Instead of selling them with product stats, you need to show them how a...
on
29 Feb 2012
Blog Post:
CRM for Associations: A New Era in Member Engagement and Revenue Generation
CRM SoftwareBlog
Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations...
on
19 Jan 2012
Blog Post:
Organize Your Marketing With The Right CRM Software
CRM SoftwareBlog
Being a Marketing Manager takes a lot of multitasking and running around – between Sales and Customer Service, every department needs a piece of you! Sometimes you juggle so many roles that targeted e-mails are sent out late or planning tasks fall off your radar. The right CRM system allows you to...
on
26 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: Improving Customer Relationships in an Over-Connected World
CRM SoftwareBlog
With a fast evolving market, businesses are expected to keep up with all their customers’ needs. How are you supposed to keep up when there are new channels popping up every day? While your customers are more connected, they may not want to be contacted through all those channels. The problem now...
on
4 Aug 2011
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