CRM Software Blog

CRM Software Blog
  • What’s Your Sign? How to Find a CRM Solution and Provider That are Compatible With You.

    When I pull up the internet, my homepage has a link to my daily horoscope.  I look to the left and then the right to be sure my dogs aren’t watching me and quickly click to what it says. After all, today just might be my lucky day and I don’t even know...
  • Why Invest in Microsoft Dynamics CRM in a Down Economy?

    The past year and half has been a rollercoaster for many of us in the business world. So much uncertainty has caused us to stall our potential growth. Now, with that glimmer of hope that this economy is turning around, what should be your next steps in...
  • What’s New in Microsoft Dynamics CRM 2011? Customization and Workflow

    The impending release of Microsoft Dynamics CRM 2011 may have you thinking about upgrading or switching software vendors for your CRM needs. While nothing on the Internet will make that decision for you, you can at least find more information about Microsoft...
  • The Importance Of Executive Sponsorship For ERP/CRM Deployments

    What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and...
  • Making The ‘X’ Factor Work For Your Business

    You’ve heard about CRM and you’ve heard about xRM, but are you still wondering what it can do for you and your business?  Wonder no more!  Join FMT Consultants in sunny Southern California for a FREE lunch and learn the features, fun discussion topics...
  • Take a Look at CRM on Steroids, aka Microsoft Dynamics CRM 5.0, aka CRM 2011!

    By Dan Smith, Altico Advisors Thanks to Leon Tribe’s guest post on the Microsoft Dynamics CRM Blog and Richard Knudson’s post the Richard Knudson Dynamics CRM Trick Bag , this is going to be the shortest blog post ever!  Here’s a link to a 1...
  • Microsoft Dynamics CRM 2011: All the Functionality at a Lower Cost

    The competition between Microsoft Dynamics CRM 2011 and Salesforce.com continues to heat up, and as Nucleus Research stated, Microsoft has taken the gloves off.  Increased functionality and new capabilities, combined with an aggressive pricing strategy...
  • The Death of Email Has Been Greatly Exaggerated

    You can hear the drumbeats now – email is dead because social media and text messaging have effectively killed it. Kids don’t email (only ‘old fogies’ do) said the New York Times. Mark Zuckerberg recently predicted that email would...
  • Now You Can Handle “Nearly Static” Data with Microsoft Dynamics CRM 2011

    ** WARNING ** ** CRM 2011 Developer Content Ahead! ** ** The post includes content that may be hazardous to users not interested in JavaScript or XML files ** Microsoft Dynamics CRM has always been an excellent tool for handling dynamic data and...
  • Just When You Thought You Had Your Arms Around CRM, Along Comes….XRM

    Over the past 10 years or so, companies have embraced Customer Relationship Management software as the best tool to manage sales, service and marketing. With solutions like Microsoft Dynamics CRM , companies now track their interactions with clients and...
  • Membership Management for Associations: A New Approach with CRM

    Associations choose easier, lighter and more cost effective membership tools Since associations started using software to manage their operations and relationships, Association Management Software (AMS) solutions have been developed to serve their unique...
  • Get Ready for Microsoft Dynamics CRM 2011!!

    Our McGladrey CRM team has taken in several CRM 2011 Launch events (Washington, Chicago, Southern California) and the excitement around this next release is incredible.  Every consultant who has seen the new functionality is looking forward to deploying...
  • A Peek into the Future of the Microsoft Dynamics CRM 2011 Outlook Client

    One of the greatest benefits of any Microsoft Dynamics solution is the native integration with other Microsoft systems.  This is especially true for Microsoft Dynamics CRM .  Not only does Dynamics CRM work WITH other Microsoft solutions, like Office...
  • Reasons to Go Mobile with Microsoft Dynamics CRM

    For the past 10 years, CRM vendors have been “talking the talk” about mobile CRM.  Now they are finally able to “walk the walk” through the enhancements made around CRM applications, including Dynamics CRM , via mobile devices.  The sole focus around...
  • SalesFUSIONs eMail Marketing for Microsoft Dynamics CRM. Go Beyond Simple eMail Blasting With Integrated Demand Generation.

    SalesFUSION’s Marketing Accelerator for Microsoft Dynamics CRM is one of the most exciting options to hit the market for eMail Marketing because it also includes the following capabilities:  Web Visitor Tracking Lead Scoring & Routing Landing...
  • Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM

    Historically, developing line of business (LOB) applications has entailed a mix of custom-developed solutions and packaged software with additional integrations and customizations. However, it is not uncommon for this approach to result in difficult compromises...
  • 3 Powerful things AbleBridge did for Microsoft Dynamics CRM Customers in September

    Implemented a project management solution in Microsoft Dynamics CRM for a Technology company needing a better way to manage their customer project lifecycle.   Provided a 360 degree view into the relationships that make up a project in one single...
  • Microsoft Dynamics CRM vs Industry Specific Solution

    An employee benefit consulting firm servicing midsized businesses with 50 to 1,000 employees selected Microsoft Dynamics CRM to support their customer service operations.  Customer service is what sets this benefits administrator apart.   They had been...
  • Dynamics CRM Accelerators – What They Mean To You

    A number of bloggers have talked about the Dynamics CRM Accelerators .  These add-ons provide additional functionality that Microsoft has developed for Dynamics CRM and are available to download and use at no cost (for the Accelerator code itself).  These...
  • MS Dynamics CRM – More Than a Sales Force Automation Tool!

    Did you know Microsoft Dynamics CRM has a variety of features and benefits to boost productivity and improve efficiency across your entire organization?  Dynamics CRM can be beneficial in the following ways: Customer Service Microsoft Dynamics CRM...
  • IDC Study Predicts Fewer Packaged Software Products Which Means Rise of Cloud Delivery for CRM

    The International Data Corporation (IDC) recently released a study showing that the Software as a Service (SaaS) market hit worldwide revenue of $13.1 billion in 2009, and predicts that total to reach $40.5 billion by 2014. This represents a compound...
  • Why Microsoft Dynamics CRM and Outlook Integration are the Keys to End User Adoption Among Project Managers

    When implementing a new project management software solution, getting everyone in your organization to become accustomed to using it on a daily basis is one the main challenges faced by organizations in the Architecture, Engineering, and Construction...
  • Gartner’s Magic Quadrant for Sales Force Automation – Microsoft a Leader and Visionary

    Interestingly, this year Gartner chose to evaluate Microsoft Dynamics CRM as two separate products: on-premise version (Leader) and online version (Visionary).  Great acknowledgments by such an esteemed analyst like Gartner but we were a little surprised...
  • Taking Advantage of Development Consulting with Microsoft Dynamics CRM Online

    In standard Microsoft Dynamics CRM Online deployments, all businesses have access to the same default tools and functionality. In this fast-paced business world, the defaults aren’t always enough to maintain a cutting edge. Fortunately, CRM Online is...
  • CRM Software – Complaint Tracking and Creating Excellent Customer Service

    Many successful businesses are changing the way they approach customer service. Using technology such as a customer relationship management solution, they are able to keep track of every contact point with their clients making this information available...