Browse by Tags

Related Posts
  • Blog Post: Turn Leads into Sales with CRM Software

    Making sales isn’t about luck; it’s about finding prospects and knowing your customers.  Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target better prospects, and strengthen customer relationships.  After all, lucky socks don’t find new customers...
  • Blog Post: 5 Ways to Define the CRM Acronym

    If you ask a dozen different companies to define customer relationship management (CRM), you will probably get a dozen different answers.  Businesses realize they need to keep their customers engaged and satisfied, but how they go about it can involve a variety of different methods.  Here are five ways...
  • Blog Post: Microsoft Dynamics CRM: Next Generation Integration

    Starting this article with a title that rhymes compliments the smooth rolling transition of steps, on the topic of integrating data, that I wanted to write about today. Recently working with a client who had a SQL based Enterprise Resource Planning (ERP) system, and a requirement to present some ERP...
  • Blog Post: The BONUS Benefit of Microsoft Dynamics CRM is Workflow

    There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results.  Another significant benefit is that it will build in consistency and reliability for your sales and marketing...
  • Blog Post: Remember Two Important Truths When Searching for CRM Software

    A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and deliberately. While researching CRM software, you need to take into consideration two important truths: 1. Know your business...
  • Blog Post: Mix in Social Media with Microsoft Dynamics CRM for Stronger Relationships

    Companies are being pressured to keep their relationships strong by adding a social media mix to their marketing and sales efforts, but they should also realize social doesn’t end at your customer. Social media in the workplace can create a lot of benefits not many are aware of. Social media connected...
  • Blog Post: Mark a Task as Complete, and Automatically Prompt to Create a New Task

    Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I am only showing how to create a follow up dialog from task records that have accounts linked to them...
  • Blog Post: Does CRM and Business Intelligence Correlate? Of Course!

    Business intelligence (BI) software manages financials, accounting, project management, supply chain, and other important elements of your business. But what about another very important part of your business: your customers? Your customer relationship management (CRM) software and BI software are deeply...
  • Blog Post: Look Out! Three CRM Trends to Watch Out for this Year

    Luckily for us, software continues to advance just as fast as our technology, and CRM is no different.  Here are a few of the trends for CRM software in the next year: Social CRM is Gaining Speed : Many companies are realizing that the most important information is in the conversations happening...
  • Blog Post: CRM is Not a Passing Fad; It’s Here to Stay Because it Works

    Businesses of all sizes choose to use customer relationship management (CRM) software because it offers many ways to improve customer satisfaction, as well as improve profitability.  You can streamline marketing efforts, turn more leads into sales, and improve long-term customer relationships with the...
  • Blog Post: Manage, Convert, Analyze, Understand, and Find Relationships with Microsoft Dynamics CRM

    If you have unstructured data within your company, it’s not doing you any good.  To make any type of analytical data useful, you need to manage, convert, analyze, and finally, understand it!  Get your data out of file cabinets and spreadsheets, pull it off your website and social media pages, and put...
  • Blog Post: Arm your Sales Force to the Teeth with Microsoft Dynamics CRM

    Does your sales department have the tools they need to excel at their jobs?  Your key sales people need to have instant access to contact information, organized calendars, and the ability to provide answers to potential customers on the spot.  Can they do that with the software they are using now? ...
  • Blog Post: What You Don’t Know CAN Hurt You

    Despite the old saying “what you don’t know can’t hurt you”, what you don’t know about your business can very likely come up to bite you sooner or later.  Particularly when it comes to your customers.  Sometimes businesses develop a narrow-focus on improving products and services and forget to spend...
  • Blog Post: Targeted Marketing with Microsoft Dynamics CRM

    What’s better than a marketing campaign with all the bells and whistles?  A marketing campaign with all the bells and whistles that’s targeted to a segmented audience who actually wants to hear what you have to say.  No, it’s not a tall order, it’s exactly what Microsoft Dynamics® CRM can provide – a...
  • Blog Post: Customer Loyalty Ranks High in Importance for Current State of Economy

    CRM software will help your business drive up customer loyalty , which is important for companies with the state of the economy these days. People expect great customer service because they know if they can’t get it with you, they can get it elsewhere. Competition is fierce so make sure you serve your...
  • Blog Post: How to Reap All the Benefits of Microsoft Dynamics CRM: What Could Be Holding You Back?

    You’ve gone through the necessary steps to implement a state of the art CRM solution , but you’re not seeing as many benefits as you had planned. What issues could be creeping up that are holding you back? We find a few scenarios that may be the culprit… Companies Set it and Forget It : If you implemented...
  • Blog Post: Key Areas of Investment for Companies in 2012 include CRM

    Half of U.S. companies plan to invest more on IT resources in 2012 than in 2011, according to Nucleus Research . Key areas for that investment include Customer Relationship Management (CRM), integration, business intelligence and analytics, and workforce management.  This prediction is a possible sign...
  • Blog Post: What Happens if You Want to Switch Cloud Providers?

    You made the transition to the cloud and everything is going great. But what if your service provider unexpectedly goes out of business or is not as trustworthy as you once thought?  How can you move your cloud to another provider? First things first. You need to get your data from your current provider...
  • Blog Post: Microsoft Dynamics CRM Online Integration with Microsoft Office 365

    Microsoft is planning to improve the cloud services offered by its Microsoft Office 365 software with the integration of its Microsoft Dynamics® CRM Online offering . Although there is still a lot of work to be done to streamline this offering, the concept is ideal for companies of all sizes. Microsoft...
  • Blog Post: How to Serve your Educated Client Base with CRM Software

    In this day and age, customers are more informed than they ever have been. Long before making the commitment to buy a product, customers have done reading and online research to be sure they are receiving the best in product quality, product price, special offers, bonuses, maintenance warranties, and...
  • Blog Post: Microsoft Already Among The CRM Software Vendor Giants

    Microsoft released the first version of Microsoft Dynamics® CRM not too long ago, back in 2003. Throughout this time, there have been ups and downs, but huge strides have been made. Microsoft seems to have the upper hand because of the commonality of their products. Microsoft Dynamics CRM looks and...
  • Blog Post: Getting the Most out of Microsoft Dynamics CRM with the Right Tools

    As you already know, optimizing your CRM solution to fit your needs only helps you enhance your business and streamline processes. But how do you find the right tools that can help you get the most out of Microsoft Dynamics® CRM ? We found one of those tools as we strolled through the Expo at Convergence...
  • Blog Post: Keep Your Employees Close and Your Competition Closer with Microsoft Dynamics CRM

    Customer relationship management (CRM) solutions obviously help you manage your customers, but what about your employees, and what is your competition doing that you should also be doing? Microsoft Dynamics® CRM can connect you to this information in addition to customer data. Employees : Whether you...
  • Blog Post: Top Picks from Convergence 2011 Session Catalog: Must-See Microsoft Dynamics CRM Sessions

    I can’t believe Convergence is already here. It feels like we just rang in the New Year. I am very excited for the event this year and eager to learn lots, meet up with clients, and meet new people in the channel. With Convergence being so close, you may already have your agenda defined, but just in...
  • Blog Post: Does your Sales Process Work for You? Effective Sales with Microsoft Dynamics CRM

    CRM software allows users to organize and then manage the sales process efficiently. The software also enables businesses to get everything possible from leads they already possess, maintain a consistency among team members,  plan and forecast at earliest convenience, and create a sales process that...