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    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...
  • Blog Post: The Challenge of Open Rates in b2b Email Marketing

    I recently got into a spirited discussion in LinkedIn about email open rates and what users of various email marketing tools and marketing automation platforms should expect when they engage in b2b email marketing programs.  The net result of the discussion was that “it depends”.  Seeing...
  • 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: Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM

    Having your business software solutions working together helps your employees share and find data thus increasing their productivity.  Well now there is a way to connect Microsoft Dynamics CRM and your Microsoft Dynamics ERP Solution , whether it is Dynamics AX Axapta, Dynamics GP Great Plains, or Dynamics...
  • Blog Post: QR Codes Breathing New Life into Print Media

    SalesFUSION, the maker of SalesFUSION360 , a leading marketing automation software platform that offers deep out of the box integration to Microsoft  Dynamics , began actively promoting a unique new feature in its Dialog solution this year.  SalesFUSION Dialogs are an advanced landing page, surveys and...
  • 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: 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: New Microsoft Dynamic CRM Mobile Capabilities!

    In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new mobile feature, which will support native MS CRM apps on all your favorite devices, including iPhone, Windows Phone 7, BlackBerry...
  • Blog Post: Customer Portal Brings Self-Service to Microsoft Dynamics CRM

    Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what can your customers do with the Microsoft Dynamics CRM Customer Portal? For starters, they are empowered to schedule service...
  • Blog Post: Part I: Dynamics CRM 2011 Connections for Creating Relationships

    Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up in your new buddy’s friends list, and vice-versa.  Connections, a feature in Microsoft Dynamics CRM 2011, takes...
  • Blog Post: Part II: Dynamics CRM 2011 Connections for Opportunities

    In our last post, we discussed how Connections introduced aspects of social networking into Dynamics CRM . Using Connections, it’s possible to create follow-follower relationships between Contacts–a feature we’ve all gotten used to with Facebook and Twitter. But Connections can create...
  • 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: 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: New Productivity Pack for Dynamics GP to Dynamics CRM Connector

    The Connector for Microsoft Dynamics, which has been available for about two years, provides integration between Microsoft Dynamics CRM and Microsoft Dynamics GP (previously Great Plains), as well as NAV and AX. The Connector is to be able to pull information between the transactional world of GP and...
  • 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: 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: Yammer and Microsoft Dynamics CRM 2012

    The last news we’ve heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we’re very excited about in this newest Dynamics CRM is the native Yammer integration. According to Microsoft, though, you’ll have to...
  • Blog Post: Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

    Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the...
  • Blog Post: CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

    We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we’ll keep it mostly in that context but we think the insights...
  • Blog Post: Microsoft Enables Effective Customer Engagement

    In the opening keynote address of the annual Convergence event, the focus was on uniting with customers – both Microsoft’s commitment to be “in this together” with their customers and the tools they were introducing to help Microsoft Dynamics users connect with their own customers. In a press release...
  • Blog Post: Governmental Agencies as CRM Users: Citizen Relationship Management

    Last time, we talked about schools turning to CRM software to manage recruitment, communication, and retention. Similarly, governmental agencies of all sizes are turning to CRM software to increase efficiency and productivity and to save tax dollars. For these users, CRM stands for Citizen Relationship...