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  • Blog Post: 3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

    CRM SoftwareBlog
    “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...
    on 18 Apr 2013

  • Blog Post: Microsoft Dynamics CRM and Data Security in a Virtual World

    CRM SoftwareBlog
    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...
    on 25 Feb 2013

  • Blog Post: Why You Need Marketing Automation

    CRM SoftwareBlog
    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...
    on 13 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: 4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

    CRM SoftwareBlog
    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...
    on 16 Jan 2013

  • 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: 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: IE 9 Settings with Microsoft Dynamics CRM 2011 On-Premise

    CRM SoftwareBlog
    I ran across something at a client regarding IE 9 and Microsoft Dynamics CRM 2011 that I wanted to share. The issue I was having was regarding lookup’s on CRM forms not populating after selection. For example, when creating a price list item I was seeing the following: It wasn’t as much of an issue...
    on 7 Jun 2012

  • Blog Post: Microsoft Dynamics CRM Gets More Social in 2012

    CRM SoftwareBlog
    Introduced in the November 2011 service update, Activity Feeds were a solid first step in bringing more real-time collaboration and social aspects to Microsoft Dynamics CRM . The key idea is that entities in Dynamics CRM have a social dimension. CRM records can have their own wall or stream of posts...
    on 29 May 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: 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: DRIVE Your Business Forward with Microsoft Dynamics CRM Integration

    CRM SoftwareBlog
    In order to create a flowing business, all your business software products should integrate seamlessly.  So why don’t all companies do this? With Microsoft Dynamics GP you will be able to seamlessly integrate CRM in order to aid your business in your daily tasks. Customer Service Management This...
    on 1 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

  • Blog Post: CRM for Nonprofits: Turn Your CRM into a DRM

    CRM SoftwareBlog
    Microsoft Dynamics CRM combines everyday Microsoft Office applications with powerful customer relationship management (CRM) software to rapidly improve relationships with donors, volunteers, and clients. Microsoft Community Affairs has worked with the Dynamics product team to create Donation Management...
    on 29 Jun 2011

  • Blog Post: Successfully Rolling out a Customer Relationship Management Solution in Your Organization

    CRM SoftwareBlog
    So you’ve gone through the long and difficult process of finding the best solution for your company from a technological standpoint, and you are ready to implement a CRM system . Or are you? How will you ensure that the investment your company is about to make will have a meaningful and positive impact...
    on 2 Jun 2011

  • Blog Post: What You Need to Consider with a Business System Implementations

    CRM SoftwareBlog
    In the sales process, prospects always ask us how we approach projects and if we think it is best to implement the achieved objective all at once or in a phased approach. Consider this, ERP design is based on business process models tested in the industry.  The design includes the mapping of “best...
    on 31 May 2011

  • Blog Post: Dynamics CRM: Where is the Data and Who Owns It?

    CRM SoftwareBlog
    During one of our recent implementations at a large, prestigious Nonprofit organization, our counterpart at the organization was reviewing the data that was being converted to the new system, Dynamics CRM . She told us that she was concerned because the member data that needed to be imported was not...
    on 27 Apr 2011

  • Blog Post: Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

    CRM SoftwareBlog
    In light of the success of our recent webinar, Four Steps to Align Sales and Marketing , I thought I’d write a brief post outlining the information we covered. As I thought more about the webinar, I started to realize that one important issue wasn’t completely addressed: why your Sales and Marketing...
    on 28 Mar 2011

  • Blog Post: Part Two: Why CRM Implementations Fail – The Consulting Team

    Anonymous Anonymous
    Part two of my post takes into consideration the consulting team.  First and foremost, it is imperative for the project manager to set expectations with the client.  Too often at the beginning of a project, clients are not presented with specifics about deliverables, communication guidelines and scope...
    on 31 Jan 2010

  • Blog Post: CRM Is Like A Snowstorm…Start Shoveling In The Dollars!

    Anonymous Anonymous
    What?  Since we’re entering the time of year when the white stuff starts to pile up, it seems appropriate to look at some of the cold realities of CRM. No two are alike (storms and flakes).  At the macro level (storm) each company uses CRM for unique purposes.  In fact, Dynamics CRM as a platform is...
    on 18 Dec 2009