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  • Blog Post: Governmental Agencies as CRM Users: Citizen Relationship Management

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

    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...
  • Blog Post: Oklahoma City Thunder Reaches The Hearts of Basketball Fans Using Microsoft Dynamics CRM

    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...
  • Blog Post: Microsoft Enables Effective Customer Engagement

    In the opening keynote address of the annual Convergence event, the focus was on uniting with customers – both Microsoft’s commitment to be “in this together” with their customers and the tools they were introducing to help Microsoft Dynamics users connect with their own customers. In a press release...
  • Blog Post: 5 Ways to Define the CRM Acronym

    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...
  • Blog Post: Your Customers Are Empowered, Are You?

    Now more than ever, new customers are coming to you knowing a good deal about your organization and capabilities.  This knowledge gives them the power to set their own expectations for you and how you will interact with them.  The best way to exceed these expectations is to empower yourself and your...
  • Blog Post: CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

    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...
  • Blog Post: Give Your Sales Team A Boost with Microsoft Dynamics CRM

    The beginning of a new year often brings renewed focus on corporate objectives, such as “improve sales”.  There are many ways to attack this common objective; however, the right technology can give you a solid lead, figuratively and literally.  Boost the productivity of your sales team, as well as increase...
  • Blog Post: Leveraging CRM Data on Your Website

    We are currently living in the Age of the Customer. Never before in the history of business has customer feedback had the ability to travel as rapidly and be as far reaching as today. With the popularity of social media sites— Twitter , Facebook , YouTube , etc.—it is possible for a disgruntled customer...
  • Blog Post: Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

    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...
  • Blog Post: Make Your Dynamics CRM and Yammer Integration Stick: 5 Tips to Improve User Adoption

    Through various software updates over the last several months, Microsoft has been working to integrate Yammer, an enterprise microblogging service with Dynamics CRM.  Connecting your company’s CRM system with social communication tools like Yammer, can be a great replacement for cumbersome email strings...
  • Blog Post: Miami Marlins Chooses Green Beacon Solutions for CRM Upgrade

    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...
  • Blog Post: Don’t Overlook Embedded Bing Maps in Dynamics CRM 2012

    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...
  • Blog Post: Event Managers: Hit a Home Run with Microsoft Dynamics CRM

    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...
  • Blog Post: Yammer and Microsoft Dynamics CRM 2012

    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...
  • Blog Post: What’s in Store for Microsoft Dynamics CRM Users?

    One of the biggest struggles for companies when implementing a CRM solution is defining the sales and/or marketing processes so that everyone is on the same page. Not many companies have a process in place, and implementation of CRM usually makes them take the step to identify and streamline. Microsoft...
  • Blog Post: What’s all this “Yammer” about the new Dynamics CRM?

    We’ve all known that “A Client Relationship Management system is only as good as the level of consistency and frequency in which your staff uses it”. Conversely, many of us often wondered why this frequency and consistency are easily adopted when it comes to Social Networking and our staff. Have you...
  • Blog Post: Pre-defined Sales Processes Come to Microsoft Dynamics 2012

    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...
  • Blog Post: Will there be a MS Dynamics CRM Windows 8 version?

    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...
  • Blog Post: Microsoft Dynamics CRM – Vision for the Future

    With 33 consecutive quarters of double-digit growth and close to 3 million users the Microsoft Dynamics CRM business continues to experience tremendous success in the market.  And just as exciting, Microsoft’s recently announced software acquisitions and product enhancements are a testament to the continued...
  • Blog Post: Microsoft and Yammer Announce Deeper CRM Integration at YamJam ’12

    At the first ever YamJam conference today, Yammer executives announced a major upgrade for the integration between Yammer and Microsoft CRM.  David Sacks, Yammer founder and Microsoft Corporate VP, noted the development was part of Yammer’s Enterprise Graph, which provides a standard set of social components...
  • Blog Post: Hot off the press! Microsoft Dynamics CRM Statement of Direction

    By Marcia Nita Doron, Altico Advisors When I say “hot off the press” I mean piping hot, as in the ink hasn’t even dried. It just came out today. And I like it. Here’s why: Microsoft position papers are often way too long and wordy. In this case, they managed to keep it to “just” 7 pages and that...
  • Blog Post: How Microsoft Dynamics CRM Helps Improve Member Engagement

    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...
  • Blog Post: The Benefits Reaped when Companies Switch to Microsoft Dynamics CRM from Salesforce.com

    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...
  • Blog Post: Staying Relevant with Microsoft Dynamics CRM

    All too often, businesses adopt a new technology, assuming this will improve business even if they don’t take advantage of the new tools. Few things change faster than the state of the tech industry, and businesses that want to stay relevant need to stay ahead , rather than play catch-up. Few...