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  • Blog Post: Expand Your Marketing Team with Microsoft Dynamics CRM

    Most businesses depend on successful marketing campaigns to drive sales and expand their reach to new customers. From planning to carrying through, a marketing campaign involves a great deal of information, and Microsoft Dynamics CRM ( http://mig.com/Software-Solutions/Customer-Relationship-Management...
  • Blog Post: 3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

    “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...
  • 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: Microsoft Dynamics CRM Online Supports iPad!

    According to The Microsoft Dynamics CRM Blog, Microsoft Dynamics CRM current release offers mobile Safari support. So now you can access CRM on your iPad with mobile Safari without having to install a separate app. (http://blogs.msdn.com/b/crm/archive/2013/03/01/crm-for-ipad.aspx)  The iPad solution...
  • Blog Post: Microsoft Dynamics CRM Top Three Discoveries from Convergence

    The three most interesting things I saw at Microsoft’s Convergence Conference related to Microsoft Dynamics CRM were Bing Maps for Enterprise Integration, Netbreeze’s social CRM, and MarketingPilot. Netbreeze and MarketingPilot were both acquired by Microsoft.  One of the things that we have been asked...
  • Blog Post: Schools as CRM Users: Constituent Relationship Management

    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...
  • Blog Post: Stop Re-pulling Your Marketing Lists and Automate Them!

    With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts...
  • Blog Post: Microsoft Dynamics CRM and Data Security in a Virtual World

    Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user adoption and improved business process design. Stay focused as you develop your CRM implementation plan since...
  • Blog Post: Publishing Firm Functions Better Together with Microsoft Dynamics CRM and Microsoft Office 365

    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...
  • Blog Post: Microsoft Dynamics CRM Mobile & Browser Options

    Workers today depend more and more on their mobile devices. Microsoft Dynamics CRM includes a mobile CRM module that works with any web-enabled phone or device. This allows Microsoft Dynamics users real-time access to customer information, the opportunity pipeline, leads, marketing and customer service...
  • Blog Post: Why You Need Marketing Automation

    Let’s start with what exactly marketing automation is. It is a tool that allows you to effectively develop and analyze marketing campaigns and organize customer data. Marketing Automation software will allow you to keep track of your campaigns as well as any e-mail/ phone/ in-person interactions. Microsoft...
  • Blog Post: Not-for-Profit Membership and Donation Management Webinar

    Are you part of a not-for-profit organization and would like to better manage your constituent information, donation pipeline, benefits, events and fundraisers? If so, you won’t want to miss our upcoming webinar;  now’s the time to register ! MIG will review Microsoft Dynamics CRM benefits and best...
  • 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: 4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

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

    “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...
  • Blog Post: Microsoft Dynamics CRM Dashboards – Your Clear View to Analyzing

    A couple of months ago, a friend (and client) of ours accompanied my boyfriend and me to a local car show. The gentlemen are extreme classic car enthusiasts and attend these outdoor shows with much enthusiasm, vigor, and animation.  The joy on their faces as they review all the automobiles, walking up...
  • Blog Post: Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel

    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...
  • 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: Microsoft Dynamics CRM’s ABCs: Activities Build Cash

    One of our clients coined the phrase “CRM’s ABCs: Activities Build Cash”. We decided to make this a rally call of our own since we really liked the way that sounded and felt the emphasis on cash would resonate with presidents and those in charge of sales and marketing. Because that is what CRM is all...
  • Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

    Recently I attended an interesting marketing workshop hosted by Walsh College . Featuring a panel of four marketing, advertising, public relations, social media, and face-to-face marketing experts, they discussed what tactics they are currently seeing as producing the best results for small and medium...
  • 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...
  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match (Part 2)

    In our earlier blog we wrote about Broadlook’s phenomenal Contact Capture tool . Now I’d like to tell you about Broadlook’s Profiler tool which I think is  even cooler than Contact Capture.  Broadlook’s Profiler will  mine data  information for you from the internet so you can ensure you have accurate...
  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match

    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...
  • Blog Post: Even More with Even Less – Are You Kidding Me?

    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...