Microsoft Dynamics CRM

Microsoft Dynamics CRM
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  • Blog Post: Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM

    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...
  • Blog Post: Tailor Microsoft Dynamics CRM to Fit your Needs with Custom Entities and Activities

    Microsoft Dynamics CRM out of the box functionality is extensive, but what if you want to track a type of record that is not already included in CRM?  Some examples of these records might be: software applications used by your customers insurance products, mortgages, bank and investment accounts...
  • Blog Post: Even More with Even Less – Are You Kidding Me?

    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...
  • Blog Post: Microsoft Dynamics CRM Analyst Round-Up, August 2012

    Gartner: Microsoft Dynamics CRM 2011 is a Leader, Visionary in Sales Force Automation Gartner’s 2012 Magic Quadrant for Sales force automation (SFA) applications support the automation of sales activities, processes, and administrative repsonsibilities for B2B organizations’ sales professionals.  The...
  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match

    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...
  • Blog Post: Everything You Need to Know About Microsoft Dynamics CRM Online

    Microsoft’s commitment to the cloud is clear and the Microsoft Dynamics CRM Online service is a testament to Microsoft’s vision of where business applications should live – in Microsoft’s cloud . The service is hosted in highly secure, Microsoft-owned and managed data centers and provides a 99.9 percent...
  • Blog Post: Be Nimble and Be Quick: Microsoft Dynamic CRM Implementations

    As an organization that performs a high volume of CRM implementations, we understand there are many different ways to roll these systems out.  Whether it is design, development, or go-live ( or anywhere in-between), the best approach for your own implementation is understanding how those phases are different...
  • Blog Post: Becoming a Dynamic Sales Organization with Microsoft Dynamics CRM

    Customer Relationship Management (CRM) is an essential element of a successful, integrated sales strategy.  And the right CRM application can make the difference between profit and loss, or success and failure in any market. Today there are key market trends like ‘Mobile’, ‘Social’, ‘Cloud’, and ‘Big...
  • Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

    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...
  • Blog Post: AbleBridge Solves Business Challenges with Microsoft Dynamics CRM

    We’ve been evangelizing the value proposition of the Microsoft Dynamics CRM platform for quite some time now.  Any business can mold a business solution specific to the relationships they need to manage.  The concept of XRM ( X = Anything Relationship Management ) is one we’ve been talking about for...
  • Blog Post: More Evidence that Delivering a High-Quality Customer Experience Results in Higher Stock Returns

    Forrester Research consistently surveys U.S. consumers on the quality of their customer experience. This year, Forrester received responses from over 7,600 U.S. consumers based on interactions with 160 brands across 13 industries. The results are then accumulated and ranked in the annual Forrester Customer...
  • Blog Post: 3 Software Tools Every Sales Team Needs to Drive New Business Development

    “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...
  • 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: Microsoft Dynamics CRM’s ABCs: Activities Build Cash

    One of our clients coined the phrase “CRM’s ABCs: Activities Build Cash”. We decided to make this a rally call of our own since we really liked the way that sounded and felt the emphasis on cash would resonate with presidents and those in charge of sales and marketing. Because that is what CRM is all...
  • Blog Post: How Microsoft Dynamics CRM Can Add Sizzle to Events Management for Associations

    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...
  • Blog Post: 3 Insider Tips to Drive Better Marketing Results with Microsoft Dynamics CRM

    “ Entrepreneurs , in accepting risk, achieve security for all.  In embracing change, they ensure social and economic stability.” – George Gilder   You have all heard the buzz by now and may own or are thinking about investing in Microsoft Dynamics CRM to drive sales for your organization.  I’ll share...
  • Blog Post: Siebel to Microsoft Dynamics CRM, The Tale of Microsoft’s Own Migration

    Last week I sat in on the very interesting webinar “Microsoft Saves $10M in TCO by Implementing New CRM System” from their Meet The Experts series. In this webinar Connor Marsden (US Director of Microsoft Dynamics CRM), Charles Lasco (Solution Manager, MSFT IT) and Tameem Mohammed (Developer Lead for...
  • Blog Post: 3 Reasons to Attend Microsoft Convergence 2013

    Convergence 2013 is coming to New Orleans, March 18-21.  This is the biggest Microsoft Dynamics Customer Conference event of the year with over 10,000 attendees and I encourage you to attend.  You and your teammates will: Learn to get the most out of your Microsoft Dynamics solution.   You’ll have...
  • Blog Post: Why You Need Marketing Automation

    Let’s start with what exactly marketing automation is. It is a tool that allows you to effectively develop and analyze marketing campaigns and organize customer data. Marketing Automation software will allow you to keep track of your campaigns as well as any e-mail/ phone/ in-person interactions. Microsoft...
  • Blog Post: Microsoft CRM vs. SharePoint: Why One Over the Other?

    Dynamics CRM and Microsoft SharePoint are two powerful enterprise applications.  Both are built on Microsoft Windows, SQL Server and can integrate with most Microsoft productivity tools like Office and Lync. I am often asked: ”For specific business processes, how is one better than the other? How can...
  • Blog Post: Stop Re-pulling Your Marketing Lists and Automate Them!

    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...
  • Blog Post: Earn Microsoft $ubsidy with Big Easy / Cloud Easy Offers

    The Big Easy Offer 10 and the Cloud Easy Offers are back! If you are in the market for a new CRM solution this offer is very compelling; not only do you get one of the best CRM solutions in the industry but you get cash back from your purchase.   Couple key points about the [...] Earn Microsoft...
  • Blog Post: Schools as CRM Users: Constituent Relationship Management

    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...
  • Blog Post: Webinar – Tips to Boost Your Sales and Customer Services Effectiveness with CRM

    If your company is like most, you strive to optimize the quality of your existing customer relationships while driving new business. However, like many organizations you may lack the capabilities and tools to do this productivily and efficiently. Wouldn’t it be great if you could increase your time with...
  • Blog Post: The ABCs of CRM: What You Should Know About Activity Based Costing

    “The value of an idea lies in the using of it.” Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship...