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Related Posts
Blog Post:
Managed Solution Replacement in Microsoft Dynamics CRM
CRM SoftwareBlog
Microsoft Dynamics CRM 2011 introduced the concept of solution management—packaging your customizations so they could easily be deployed to other environments. In CRM 2011, there are two types of solutions: Managed solutions, which prevent the solution from being modified in the environment to which...
on
6 May 2013
Blog Post:
Expand Your Marketing Team with Microsoft Dynamics CRM
CRM SoftwareBlog
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...
on
6 May 2013
Blog Post:
Identify Opportunities for Staff Performance Improvement with Microsoft Dynamics CRM
CRM SoftwareBlog
Time and time again, firms voice the desire to deploy CRM to attain a more unified and 360-degree view of their clients and prospects, to collaborate and deliver more consistent service levels, and ultimately improve financial and business performance. Without real-time access to centralized, holistic...
on
21 Apr 2013
Blog Post:
Good Mobile CRM Programs Start with Strategy – Not Technology
CRM SoftwareBlog
Mobile CRM is one of the hottest topics in the CRM world today. The convergence of increased mobile computing power, cloud storage and BYOD policies have made mobility a “must-have” requirement of most CRM projects. The amount of mobile CRM solutions and tools in the marketplace has confused and muddied...
on
19 Apr 2013
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:
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:
CRM Named Biggest Software Investment Priority for 2013-14
CRM SoftwareBlog
Gartner recently revealed that CRM has emerged as the number one priority for application software spending in 2013 and 2014. Besides CRM, ERP and office productivity tools rounded out the top three. The fact that CRM has vaulted past ERP and is projected to drive IT enterprise investments in upcoming...
on
10 Apr 2013
Blog Post:
Microsoft Dynamics CRM Top Three Discoveries from Convergence
CRM SoftwareBlog
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...
on
5 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:
Stop Re-pulling Your Marketing Lists and Automate Them!
CRM SoftwareBlog
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...
on
4 Mar 2013
Blog Post:
CRM Plus Spiderview : New Way of Visualizing Entities and Relationships
CRM SoftwareBlog
Businesses are constantly looking for new ways to view, analyze, and interact with their data, and we have developed several tools to facilitate this request. We recently had a request to pursue a new way of visualizing entities and relationships that allows the user to interact with the data in a different...
on
1 Feb 2013
Blog Post:
Not-for-Profit Membership and Donation Management Webinar
CRM SoftwareBlog
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...
on
31 Jan 2013
Blog Post:
Streamlining the Sales Team Processes with Microsoft Dynamics CRM
CRM SoftwareBlog
A thriving and very active employment resource firm was experiencing some major obstacles and issues regarding their existing customer relationship software. Having been on SalesForce.com for almost seven years, it was clearly evident they needed a more user-friendly CRM program. This company turned...
on
24 Jan 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:
Don’t Overlook Embedded Bing Maps in Dynamics CRM 2012
CRM SoftwareBlog
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...
on
7 Jan 2013
Blog Post:
Using Microsoft Dynamics CRM is the Key for Communication
CRM SoftwareBlog
A Speech Pathology, Educational Therapy and Orofacial Myology agency was in desperate need of maximizing their use of their existing Microsoft Dynamics CRM implementation. The platform was mildly configured, but they knew they should be getting more out of their CRM system. They were referred to The...
on
7 Jan 2013
Blog Post:
Microsoft Dynamics CRM Dashboards – Your Clear View to Analyzing
CRM SoftwareBlog
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...
on
20 Dec 2012
Blog Post:
Rigorously Monitor and Analyze the Competition with Microsoft Dynamics CRM
CRM SoftwareBlog
Competitive intelligence is usually cited as a primary concern for CEOs, but many companies still struggle with the concept. Often, competitor tracking is difficult because the current method of doing it is decentralized and inefficient. The actual reasons a client relationship is won or lost is not...
on
11 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:
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:
Microsoft and Yammer Announce Deeper CRM Integration at YamJam ’12
CRM SoftwareBlog
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...
on
8 Nov 2012
Blog Post:
Customer Effective’s User Adoption Solution uncovers CRM User Behaviors
CRM SoftwareBlog
You’ve invested time and valuable resources in developing the best CRM tool for your users. Ever wonder if your CRM is being used as intended or even being used at all? Understanding the usage by your CRM user community can be the key to growing and sustaining your CRM solution. Customer Effective has...
on
2 Nov 2012
Blog Post:
Improving Mutual Fund Wholesaler Territory Management with Microsoft Dynamics CRM
CRM SoftwareBlog
Cerulli Associates recently released a research report entitled “ Intermediary Distribution 2012: Optimizing Channel Strategies, Product Focus, and Sales Team Effectiveness .” In the study, Cerulli projects that the market share of the larger, national Wirehouse Broker/Dealers (B/Ds) is going to continue...
on
1 Nov 2012
Blog Post:
Streamline and Tighten Up the Investment Management RFP Process with Microsoft Dynamics CRM
CRM SoftwareBlog
Many organizations at first are excited to receive RFPs or RFIs because they know they have an interested prospect and the potential to close a deal. However, the act of collaborating and responding to the RFPs can be quite painful and time-consuming, especially if a firm does not have stored content...
on
31 Oct 2012
Blog Post:
5 Ways Microsoft Dynamics CRM Works for Distributors
CRM SoftwareBlog
Whether you distribute goods to dealers, retailers, or directly to end consumers, maintaining customer loyalty and delivering on promises is critical for most manufacturing and distribution businesses. Customer Relationship Management (CRM) solutions are essential for all organizations, regardless of...
on
28 Oct 2012
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