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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: What Does Your Sales Team Know?

    CRM SoftwareBlog
    The phone call started like this— Caller: “Hi Ken, I’m <her name is redacted to protect the innocent> and I’m your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year.” Sound familiar? This call was from...
    on 28 Mar 2013

  • Blog Post: My First CRM 2011 Workflow

    CRM SoftwareBlog
    I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it when I can make repetitive tasks automatic, or give myself an automatic heads-up or reminder. For my first workflow, I just wanted to know whenever [...
    on 26 Mar 2013

  • Blog Post: MOMENTUM 2013: CRM – Engaging a 360° View

    CRM SoftwareBlog
    If you attend only one CRM conference this year, let this be it.  This ½ day, incredibly affordable event is jam-packed with critical strategies, practical and actionable knowledge, implementation tools, tips, tricks and much more. Presented by an all-star cast of presenters, this event brings together...
    on 15 Feb 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: 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: 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: 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: My 3 Favorite Microsoft Dynamics CRM December 2012 Service Update Features

    CRM SoftwareBlog
    “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...
    on 28 Dec 2012

  • 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: Top 5 Ways to Recharge Your Microsoft Dynamics CRM System

    CRM SoftwareBlog
    Too often CRM deployments are characterized by limited user adoption or a stale deployment. Want to breathe new life into your Microsoft Dynamics CRM deployment? Below, we highlight 5 simple steps you should consider for resuscitating your CRM deployment and making the most of your CRM investment: ...
    on 18 Dec 2012

  • Blog Post: Polaris Update for CRM Promises to Attract More Users, Provide Better User Experience

    CRM SoftwareBlog
    The next update for Microsoft Dynamics CRM promises to expand the reach of CRM and provide a better experience for users.  The Polaris Update (formerly known as “R8”) is scheduled to be released in December and will first be available for CRM Online users.  The update will provide several improvements...
    on 28 Nov 2012

  • Blog Post: 3 Software Tools Every Sales Team Needs to Drive New Business Development

    CRM SoftwareBlog
    “The method of the enterprising is to plan with audacity and execute with vigor.” – Christian Bovee   A great book that I just finished reading, “ New Sales Simplified ” by author Mike Weinberg, outlines a step-by-step process for acquiring new customers.  A key point to this successful framework is...
    on 1 Nov 2012

  • Blog Post: Microsoft Dynamics CRM Features for Any Role

    CRM SoftwareBlog
    Microsoft Dynamics CRM goes far beyond the sales force automation functionality that is at it’s core.  One of the things that makes Microsoft Dynamics CRM useful to anyone in an organization is the fact that its features transcend their original purpose.  You can get acquainted with some of the...
    on 18 Oct 2012

  • Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

    CRM SoftwareBlog
    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...
    on 11 Oct 2012

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

    CRM SoftwareBlog
    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...
    on 24 Sep 2012

  • Blog Post: FYI: CRM Anywhere for Microsoft Dynamics CRM 2012 Delayed

    CRM SoftwareBlog
    In a previous post , we wrote about the new mobility capabilities planned for Microsoft Dynamics CRM 2012 Update. To refresh your memory, the 2012 Update would be executed on the Dynamics team’s “CRM Anywhere” strategy. The goal was to offer cross-browser access (Safari – Firefox – Chrome) for...
    on 17 Sep 2012

  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match (Part 2)

    CRM SoftwareBlog
    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...
    on 7 Sep 2012

  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match

    CRM SoftwareBlog
    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...
    on 30 Aug 2012

  • Blog Post: eXtremeCRM 2012 Las Vegas is the Can’t-Miss Conference for Microsoft Dynamics® CRM Partners

    CRM SoftwareBlog
    There is no place like eXtremeCRM 2012 Las Vegas.  For Microsoft Dynamics CRM partner organizations, it is the annual conference to attend to nurture best practices, facilitate business growth, and educate each organization member.  I am pleased to be able to present at this year’s conference.  The highly...
    on 29 Aug 2012

  • Blog Post: Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001)

    CRM SoftwareBlog
    As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers , Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online.  As the US heads towards electronic medical records...
    on 20 Aug 2012

  • 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: Right on Time with Report Scheduling using Microsoft Dynamics CRM

    CRM SoftwareBlog
    Organizations rely on accurate and timely information to make informed business decisions, and Microsoft Dynamics CRM 2011 includes a powerful reporting engine for report generation.  Traditionally, the generation of reports is the responsibility of a system user and they were run upon request or at...
    on 1 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
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