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    The holidays are right around the corner, and that means it’s time to send out the annual holiday card to thank your clients for their business. Unfortunately, you can’t seem to find that Excel spreadsheet with all of your clients’ contact information – or locate the stack of business cards you thought...
  • Blog Post: CRM For The Health Industry: Why It Is A Good Fit…

    For years, CRM has helped businesses outside of the health industry successfully track customer relationships.  However, did you know that CRM can also help healthcare providers track patient relationships ?  Healthcare workers today often face difficulties managing patient relationships because of manual...
  • Blog Post: Make A Resolution To Reconnect With Microsoft Dynamics CRM 4.0

    Are you someone who, in the last several years, gave Microsoft Dynamics CRM a chance, only to find yourself disappointed in what it could (or couldn’t) do?  If so, you are certainly not alone.  Accustomed to the whiz-bang sizzle that often accompanies new Microsoft innovations and expecting the same...
  • Blog Post: With Microsoft Dynamics CRM, The ‘C’ In CRM Stands For…. Cat Relationship Management??!!!

    Here’s a quick question about CRM software .  There’s a choice of answers to make it a bit easier. Question: If the letters ‘RM’ in ‘CRM’ stand for ‘Relationship Management’, what does the letter ‘C’ stand for? Please choose your answer from the following: a)    Cat relationship management ...
  • Blog Post: 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, and a common sense demonstration of the power of...
  • Blog Post: Are Microsoft Dynamics CRM And The CRM Features In Microsoft Dynamics NAV The Same Thing?

    Here’s a question sent to the Concentrix email inbox recently: “Is the CRM functionality in Microsoft Dynamics NAV the same as in Microsoft Dynamics CRM ?” The answer is ‘No’ (unless you have a programme that connects the two applications). They are separate programmes and they do things differently...
  • Blog Post: Survey Your Customers Through Microsoft CRM

    Recently a customer posed a challenge to us… they wanted to have survey functionality inside of Microsoft CRM. We designed a survey module that fit their needs and thought we would share how we accomplished this. Within the survey module in MSCRM there is a survey templates module that allows...
  • Blog Post: Microsoft Releases New Video Profiling CRM Solution for Wholesale Distribution

    Microsoft released a video presentation demonstrating “Dynamics CRM for Wholesale Distribution”, a version of Microsoft Dynamics CRM built specifically for Wholesale Distribution businesses. This solution was built by Beringer Associates, Inc. a leading provider of solutions built on the...
  • Blog Post: Microsoft Dynamics CRM Simplifies Moving to the Cloud

    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...
  • Blog Post: Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

    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...
  • Blog Post: Microsoft Dynamics CRM Brings You the Cloud for Less

    The much anticipated Microsoft Dynamics CRM 2011 is here and available to power your cloud.  And, for a limited time, Microsoft is offering special pricing to bring you the cloud for less – get $200 for each Microsoft Dynamics CRM Online User Subscription licenses you acquire through May 28, 2011...
  • Blog Post: 14 Benefits of Microsoft Dynamics CRM – Straight ‘Out of the Box’

    Compared with most other CRM products, Microsoft Dynamics CRM is a powerful and highly flexible CRM solution. Qualified Microsoft Dynamics CRM Business Partners are able to configure the product to meet a wide variety of different industry and business processes, no matter how complex these processes...
  • Blog Post: Dynamics CRM: Bringing the Cloud to You

    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...
  • Blog Post: xRM: Your Guidebook to Finding the Right CRM Solution

    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...
  • Blog Post: 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM 2011

    It doesn’t seem possible to me that summer is officially over; after all in New England we’re lucky if we get 9 weeks of summer weather before we start thinking about Red Sox playoff hopes, fall foliage and the inevitable 16 weeks of winter!! But now that summer is in the rear view mirror I wanted to...
  • Blog Post: CRM for Associations: A New Era in Member Engagement and Revenue Generation

    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...
  • 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: 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: 3 Powerful Things AbleBridge Did for Microsoft Dynamics CRM Customers in June

    1. Implemented Microsoft Dynamics CRM for an Insurance agency that needed to replace their current CRM / Agency Management System. Migrated all the data from the legacy agency management systems, recreated four key reports and trained all users on Microsoft Dynamics CRM in less than a week. Created...
  • 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: 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: 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...