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  • Blog Post: 2 Keys to Optimizing CRM for Your Organization

    CRM SoftwareBlog
    When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization...
    on 17 Apr 2013

  • Blog Post: The Best of Microsoft Convergence 2013…From the Convenience of Your Office

    CRM SoftwareBlog
    Microsoft Convergence is THE premier event held annually for Microsoft Dynamics users and partners. Over 10,000 people are attending from all over the world and the critical mass of this event is like no other. With hundreds of sessions, a massive expo hall, world-renowned key speakers and amazing special...
    on 19 Mar 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: 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: 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: How Microsoft Dynamics CRM Can Add Sizzle to Events Management for Associations

    CRM SoftwareBlog
    One of the key revenue generators for associations of all sizes is events.  Yet Event Managers continue to struggle to find effective ways to manage all event activities in a single system, track registration pricing for both early bird and regular sign-ups, and integrate all member and event payment...
    on 21 Nov 2012

  • Blog Post: How Microsoft Dynamics CRM Helps Improve Member Engagement

    CRM SoftwareBlog
    Is your organization feeling squeezed as you look for association management solutions that fit your unique requirements? Most Association Management Systems (AMS) have either too much or too little functionality requiring extensive customization or lacking the flexibility to meet an association’s...
    on 1 Nov 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: Dynamics CRM. Check. In the Cloud. Check. Save Lots of $$$. Check

    CRM SoftwareBlog
    Microsoft Dynamics CRM has created a significant buzz throughout the industry.  Organizations of all sizes and from all different industries have seen the benefits it can offer and are now taking advantage of the extensive built-in functionality to address their sales, marketing, membership, and service...
    on 20 Feb 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: Dynamics CRM Fits the Bill for Productivity, Security, and Reliability

    CRM SoftwareBlog
    Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders...
    on 16 Dec 2011

  • Blog Post: Microsoft Dynamics CRM 2011 vs. Salesforce.com: Let the Punches Fly

    CRM SoftwareBlog
    Regardless of what industries you serve, CRM systems are front and  center in helping your sales, marketing, customer support, and membership  departments excel in their jobs.  It’s no  longer enough just to communicate TO your clients and prospects.  You must now engage WITH them to not only  begin...
    on 23 Nov 2011

  • Blog Post: Hot New Feature of Dynamics CRM 2011: Role-based Forms

    CRM SoftwareBlog
    One of the new features in Microsoft Dynamics CRM 2011 that you will want to take advantage of is Role Based Forms.  Prior to Dynamics CRM 2011, it required a customization to hide fields based on a user’s security role.  Now this functionality is provided out of the box allowing you to have different...
    on 7 Oct 2011

  • Blog Post: Microsoft Dynamics CRM: The Environmentally-Friendly Application

    CRM SoftwareBlog
    When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities.  However, there is another benefit that is often overlooked, and that involves caring for the environment.   Microsoft Dynamics...
    on 19 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: Bringing the Cloud to You

    CRM SoftwareBlog
    In order for the mass transition to cloud computing to occur, it’s imperative that CIO’s get comfortable with the security surrounding this new form of IT. After learning about the security safeguards in place, CIO’s won’t be as apprehensive when starting the transition from the traditional client/server...
    on 15 Aug 2011

  • Blog Post: Interested in $200 Cash? Check out Cloud CRM for Less

    CRM SoftwareBlog
    Everyone knows that there is stiff competition between Microsoft, Salesforce.com, and Oracle over acquiring new customers in the CRM space. In fact, Microsoft has taken the competition to a new level by offering $200 for each user that makes the switch to Microsoft Dynamics CRM Online . Microsoft is...
    on 27 Jun 2011

  • Blog Post: Agile Thoughts for the Dynamic CRM Implementation

    CRM SoftwareBlog
    Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding...
    on 13 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: Microsoft Dynamics CRM Simplifies Moving to the Cloud

    CRM SoftwareBlog
    If your company or organization is thinking of investing in (or upgrading) a Customer/Membership Management System (CRM), you’ve probably heard about Microsoft Dynamics CRM Online and cloud computing. CRM Online has been the main focus of Microsoft for some time and seems to be the future of how we conduct...
    on 23 Feb 2011

  • Blog Post: Align Your CRM Software with Your Sales Process in 5 Easy Steps

    CRM SoftwareBlog
    The failure of a CRM system to help drive revenue can have many causes.  The two most common reasons are: The CRM system was not set up properly The Sales team does not use the CRM system properly (if at all) In addition, many team members believe that CRM systems as a whole are too difficult...
    on 18 Jan 2011

  • Blog Post: Dynamics CRM: An Innovative Solution for Union Staff And Members

    CRM SoftwareBlog
    With budgets remaining low, organizations and unions are under great pressure to find innovative solutions for automating vital processes, increasing staff productivity, and reducing IT cost. To meet these goals, unions are turning to a Microsoft Dynamics CRM solution that centralizes data and processes...
    on 2 Dec 2010

  • Blog Post: Associations: Boost Your Revenue with a CRM Solution

    Anonymous Anonymous
    In today’s economy, we are seeing more and more trade, professional, and membership-based organizations struggling to stay within their operating budgets. For these associations, growing top line revenue means finding solutions outside the traditional Association Management Systems (AMS). Many have...
    on 29 Oct 2010

  • Blog Post: Microsoft Dynamics CRM 2011: Use Dashboards as Your Guide!

    Dave Foreman
    In these challenging economic times and competitive markets, having real time, relevant information is the key to making better, more informed decisions. Meeting these challenges in the most efficient manner requires technology that can take information, automatically filter it, then push it to us in...
    on 12 Oct 2010
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