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    Customer Relationship Management Software allows your marketing and sales departments to reach out to prospects, develop relationships, and turn them into loyal customers.  Many salespeople may be reluctant to use a CRM system.  Instead of selling them with product stats, you need to show them how a...
  • Blog Post: The End User CRM Perspective

    Not only do I sell Microsoft Dynamics CRM 2011, I am also an end user.  As a salesperson, I find that CRM enables me to optimize my sales efforts with ease.  With a few clicks, I can view my contacts, my accounts, my pipeline, my results.  On a day-to-day basis, I can view my scheduled activities, including...
  • Blog Post: 2.25 Million Users and 33,000 Customers Now on Microsoft Dynamics CRM

    This newly released statistic is impressive since not too long ago it was at 1 million users!  Here is the link from the official Microsoft release .  And with Microsoft’s commitment to accelerated, new feature releases of Microsoft Dynamics CRM every six months we expect the install base to grow exponentially...
  • Blog Post: xRM: Extending the Scope of Microsoft Dynamics CRM

    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...
  • Blog Post: Customer Relationship Management and the BYOD Revolution

    Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now.  Enterprise workers are quite dependent on their personal smartphones and tablet computers, constantly finding new applications for them...
  • Blog Post: The Difference between Customer Experience Management (CEM or CXM) and Customer Relationship Management (CRM)…Is There One?

    Perceptions about Customer Experience Management (CEM or CXM) are similar to that of Customer Relationship Management (CRM) mainly because CRM was created to enhance the customer experience. And really, do we need to add another acronym to the software mix? Since the market insists and CEM or CXM solutions...
  • Blog Post: How to Align Dynamics CRM with Your Sales Team

    In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team.  This can be caused by a number of reasons, including the system being too difficult to understand and/or complex to use.  Another challenge...
  • Blog Post: Clean Up Your Microsoft Dynamics CRM Data with Duplicate Detection

    In setting up a Microsoft Dynamics CRM project, data quality can take a backseat to other business concerns. That is pretty understandable in most get-it-done-yesterday sales environments. But Microsoft CRM makes one data quality issue,  data duplication detection so easy to implement you’ll probably...
  • Blog Post: Dynamics CRM Addresses Three Key Hurdles for Professional Services Firms

    Successful professional services organizations have many things in common, regardless of what type of service they deliver.  They offer consulting experience, industry-specific expertise, and project insight and guidance that clients can’t wrap up and take back to their office.  However, inherent in...
  • Blog Post: Top 10 Reasons to Choose Microsoft Dynamics CRM

    World-class customer experiences begin with your people. By giving your people the right tools to boost their productivity and amplify their impact, they can drive your organization to achieve your goals and generate maximum return. The top reasons organizations choose Microsoft Dynamics CRM to create...
  • Blog Post: Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook

    Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook   One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Conditional formatting is available when using the...
  • Blog Post: Yammer and Microsoft Dynamics CRM to Join Forces

    With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a home in the Microsoft Office Division, and according to the press release, Redmond “plans to accelerate...
  • Blog Post: Top of the Wave; Microsoft Dynamics CRM Ranked as a Leader in Three Different 2012 Forrester CRM Reports

    Forrester recently published its three 2012 CRM Waves:  The Forrester Wave: CRM Suites For Large Organizations, Q3 2012 , The Forrester Wave: CRM Suites For Midsize Organizations, Q3 2012 and The Forrester Wave: CRM Suites for Customer Service Solutions, Q3 2012 and Microsoft is ranked a Leader in all...
  • 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 + 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: 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: 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: 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: Pre-defined Sales Processes Come to Microsoft Dynamics 2012

    Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes . Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management. Of course, you...
  • 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: Microsoft Dynamics CRM and Data Security in a Virtual World

    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...
  • Blog Post: 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM

    It doesn’t seem possible that Spring is almost upon us, especially after the Winter Wonderland we experienced here in New England this year!  But now that the snow is (almost) in our rear view mirror I wanted to reflect on the busy Winter we had and highlight a few examples of some CRM projects we [...
  • 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: 2 Keys to Optimizing CRM for Your Organization

    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...