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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:
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:
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:
The Impact of Local Government Using Microsoft Dynamics CRM as Citizen Relationship Management
CRM SoftwareBlog
Several years ago, the State of Illinois decided to release 2000 prison inmates. Within 24 hours a bunch of them proceeded to “rape and pillage” the city. The local government needed a scapegoat, a bunch of lawyers were brought in and where did they decide to place the blame? The computer systems! They...
on
8 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:
How Many Companies Use Microsoft Dynamics CRM?
CRM SoftwareBlog
A question that many people ask when evaluating Microsoft Dynamics CRM is, “How many companies are using Microsoft Dynamics?” Here is the official count from Convergence 2013. Microsoft Dynamics® CRM 39,000 companies with 3 million users Microsoft Dynamics GP has seen 30% year over year growth. Microsoft...
on
28 Mar 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:
Why is Microsoft Dynamics CRM the Best Platform for a Project Management Tool?
CRM SoftwareBlog
The promise of Microsoft Dynamics CRM goes beyond sales and marketing. It’s a well-knit platform upon which our project management software is built. If you’re in the business of managing projects, consider it as a must-have feature, not a nice-to-have add-on. Recently, it caused a sensation when Kirill...
on
18 Mar 2013
Blog Post:
Just Released: Warranty Management and Product Repair through Microsoft CRM
CRM SoftwareBlog
Many of our clients include manufacturing and distribution companies that we’ve worked alongside implementing CRM and ERP solutions. From our work with these companies, it became clear that there was a definite need for a comprehensive warranty management and product repair solution that was capable...
on
15 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:
Publishing Firm Functions Better Together with Microsoft Dynamics CRM and Microsoft Office 365
CRM SoftwareBlog
A premier mid-Western publisher of media and health books featuring a wide range of educational and medical subjects desired a cloud-based platform to help them keep up with their ever-growing needs related to sales, marketing and document management. Once the company saw a Microsoft Dynamics CRM Online...
on
25 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:
Identify Untapped Opportunities, Hidden Risks, and Shady Characters with Customer Effective: Banking
CRM SoftwareBlog
As the leading innovator in CRM solutions for financial institutions, Customer Effective offers the Customer Effective: Banking CRM platform, which is built on Microsoft Dynamics CRM and caters to the distinct industry needs of Retail, Commercial, and Community Banks. While many banks focused mainly...
on
24 Feb 2013
Blog Post:
Improve Investment Banking Deal Sourcing Efficiency and Execution with Microsoft CRM
CRM SoftwareBlog
With the ever-increasing wave of regulation facing Investment Banks, many are looking to restructure their practices to become more lean, agile, and capital-conscious. As compliance and regulatory costs rise, the banks are under intense pressure to reduce their operating costs and become more efficient...
on
19 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:
Enhance Service with Customer Effective: Banking CRM to Thwart Customer Defections
CRM SoftwareBlog
Today, we live in an era where trust in Banks is extremely low. The majority of Banks were not the main offenders during the financial meltdown of 2008. As a result of a few bad apples, though, the whole Banking industry has suffered. More stringent regulations have arrived and the end of new rules is...
on
22 Dec 2012
Blog Post:
Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing
CRM SoftwareBlog
Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but...
on
13 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:
Using Customer Effective: FinServ CRM To Do More Without Hiring Additional Staff
CRM SoftwareBlog
Automated workflows in CRM are the core of an investment advisor’s service model. Throughout the years, workflows embedded in the Customer Effective: FinServ solution built on the Microsoft Dynamics CRM platform have helped many wealth management firms develop enduring and scalable practices. Whether...
on
7 Dec 2012
Blog Post:
CRM Tops Strategic Initiatives for Wealth Management Firms
CRM SoftwareBlog
Earlier this year, the CEB TowerGroup shared research findings on some of the key technological issues impacting wealth management firms: Over the next three years, greater than 70% of wealth management executives intend to sustain or grow their level of CRM technology spending. Over half of financial...
on
4 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:
How Microsoft Dynamics CRM Can Add Sizzle to Events Management for Associations
CRM SoftwareBlog
One of the key revenue generators for associations of all sizes is events. Yet Event Managers continue to struggle to find effective ways to manage all event activities in a single system, track registration pricing for both early bird and regular sign-ups, and integrate all member and event payment...
on
21 Nov 2012
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