Microsoft Dynamics CRM

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Microsoft Dynamics CRM

Microsoft Dynamics CRM
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  • Blog Post: With Microsoft Dynamics CRM, Seeing is Believing!

    CRM SoftwareBlog
    Sometimes the hardest part of getting a CRM project off the ground is simply convincing executives and users what CRM can do.  Products like Microsoft Dynamics CRM are designed to be a platform and tailored to fit the unique needs of an organization.  That means it is sometimes difficult for people to...
    on 29 Apr 2011

  • Blog Post: Microsoft Dynamics CRM – Beyond Managing Customer Relationships

    CRM SoftwareBlog
    Customer Relationship Management, or “CRM”, started out primarily as an organized way to manage your contacts.  It was a concept long before a toolset, that later evolved into robust applications to help manage customer relationships and provide support for the Sales , Marketing , and Customer Service...
    on 4 May 2011

  • Blog Post: What CRM Means to Government Agencies

    CRM SoftwareBlog
    I often get this question from people “What is CRM?  What does it really do?”  It is a tough question to answer.  It is easy to say that it can help sales and marketing.  But when I look at our client success stories , it is so  much more than just a sales and marketing application.  I thought I would...
    on 31 May 2011

  • Blog Post: CRM for Nonprofits: Turn Your CRM into a DRM

    CRM SoftwareBlog
    Microsoft Dynamics CRM combines everyday Microsoft Office applications with powerful customer relationship management (CRM) software to rapidly improve relationships with donors, volunteers, and clients. Microsoft Community Affairs has worked with the Dynamics product team to create Donation Management...
    on 29 Jun 2011

  • Blog Post: Effective Customer Segmentation Helps Move Sales Quickly Through Cycle

    CRM SoftwareBlog
    I was invited on-site to meet with a new client’s marketing department and hear about their challenges with customer segmentation.  They are an international distribution company, headquartered in Philadelphia, PA, implementing Microsoft Dynamics CRM.  They have two challenges with customer segmentation...
    on 30 Jun 2011

  • Blog Post: Dynamics CRM: Improving Customer Relationships in an Over-Connected World

    CRM SoftwareBlog
    With a fast evolving market, businesses are expected to keep up with all their customers’ needs.  How are you supposed to keep up when there are new channels popping up every day? While your customers are more connected, they may not want to be contacted through all those channels.  The problem now...
    on 4 Aug 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: 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: 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: Top Reasons Microsoft Mobile CRM Means a More Productive Workforce

    CRM SoftwareBlog
    For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data for both on-premise and online Microsoft CRM clients. For many companies who have already implemented a 3rd party Mobile...
    on 28 Apr 2012

  • Blog Post: Employee Benefits Firms Selects Microsoft Dynamics CRM Over an Industry-Specific Solution

    CRM SoftwareBlog
    An employee benefit consulting firm serving midsized businesses with 50 to 1,000 employees,  implements Microsoft Dynamics™ CRM to organize information and improve customer service. Innovative Benefit Planning (IBP), a Moorestown, NJ based firm, had been using a proprietary system written in Microsoft...
    on 8 May 2012

  • Blog Post: Microsoft Dynamics CRM 2011 Improves Data Import Wizard

    CRM SoftwareBlog
    Anyone who has experienced the import capabilities of Microsoft Dynamics CRM prior to the latest release (2011) will undoubtedly agree that they were not only sub-par but for the most part extremely frustrating and almost unusable. With the latest release, the out of the box import wizard has been...
    on 31 May 2012

  • Blog Post: Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook

    CRM SoftwareBlog
    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...
    on 13 Jul 2012

  • Blog Post: The Secret to Securing Business and How CRM Can Help

    CRM SoftwareBlog
    It’s estimated to cost as much as five to ten times more to acquire a new customer then to retain an existing customer.  Since retaining existing customers and acquiring new customers is the goal of every business, what are you doing to these two groups to secure your business and how are you managing...
    on 17 Jul 2012

  • Blog Post: Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies

    CRM SoftwareBlog
    At the heart of every high tech company are front-and back-office business pro­cesses that are ripe for unifying.  With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship...
    on 18 Jul 2012

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

    CRM SoftwareBlog
    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...
    on 31 Jul 2012

  • Blog Post: Right on Time with Report Scheduling using Microsoft Dynamics CRM

    CRM SoftwareBlog
    Organizations rely on accurate and timely information to make informed business decisions, and Microsoft Dynamics CRM 2011 includes a powerful reporting engine for report generation.  Traditionally, the generation of reports is the responsibility of a system user and they were run upon request or at...
    on 1 Aug 2012

  • Blog Post: Even More with Even Less – Are You Kidding Me?

    CRM SoftwareBlog
    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...
    on 16 Aug 2012

  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match

    CRM SoftwareBlog
    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...
    on 30 Aug 2012

  • Blog Post: Microsoft Dynamics CRM + Broadlook = The Perfect Match (Part 2)

    CRM SoftwareBlog
    In our earlier blog we wrote about Broadlook’s phenomenal Contact Capture tool . Now I’d like to tell you about Broadlook’s Profiler tool which I think is  even cooler than Contact Capture.  Broadlook’s Profiler will  mine data  information for you from the internet so you can ensure you have accurate...
    on 7 Sep 2012

  • Blog Post: The Benefits Reaped when Companies Switch to Microsoft Dynamics CRM from Salesforce.com

    CRM SoftwareBlog
    Having had the opportunity and pleasure of attending the Microsoft Dynamics Partner Event in Fargo, N.D. this past week, it really makes me so proud and excited about promoting the Microsoft Dynamics Platforms and the benefits of the products.  Sitting in my seat on the plane making my way back to Detroit...
    on 24 Sep 2012

  • Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

    CRM SoftwareBlog
    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...
    on 11 Oct 2012

  • Blog Post: Microsoft Dynamics CRM’s ABCs: Activities Build Cash

    CRM SoftwareBlog
    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...
    on 21 Nov 2012

  • Blog Post: Microsoft Dynamics CRM Dashboards – Your Clear View to Analyzing

    CRM SoftwareBlog
    A couple of months ago, a friend (and client) of ours accompanied my boyfriend and me to a local car show. The gentlemen are extreme classic car enthusiasts and attend these outdoor shows with much enthusiasm, vigor, and animation.  The joy on their faces as they review all the automobiles, walking up...
    on 20 Dec 2012

  • Blog Post: My 3 Favorite Microsoft Dynamics CRM December 2012 Service Update Features

    CRM SoftwareBlog
    “What is actual is actual only for one time, and only for one place.” – T. S. Eliot   Microsoft continues to make a significant investment in Microsoft Dynamics CRM in three main areas of applications, experiences and platform.  The recent Microsoft Dynamics CRM December 2012 Service Update has made...
    on 28 Dec 2012
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