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  • Blog Post: CRM Tops Strategic Initiatives for Wealth Management Firms

    CRM SoftwareBlog
    Earlier this year, the CEB TowerGroup shared research findings on some of the key technological issues impacting wealth management firms: Over the next three years, greater than 70% of wealth management executives intend to sustain or grow their level of CRM technology spending. Over half of financial...
    on 4 Dec 2012

  • Blog Post: Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing

    CRM SoftwareBlog
    Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but...
    on 13 Dec 2012

  • Blog Post: Does Your CRM Provider Meet Your List of Requirements?

    CRM SoftwareBlog
    Whether you have chosen a customer relationship management (CRM) provider or are still in the research phase, your CRM provider should meet all of your expectations.  Together, as a team, you will be able to choose the right CRM software solution for your business today , and keep it working at optimal...
    on 18 Dec 2012

  • Blog Post: Don’t Fall Off the CRM Cliff

    CRM SoftwareBlog
    The 4 Stages of CRM Adoption Whether they are starting a new CRM initiative or salvaging an existing one, organizations must have the mindset that implementing a new CRM system is a transformative process that involves organizational culture, project rigor, and perseverance from your CRM project leaders...
    on 2 Jan 2013

  • Blog Post: Using LEGOs to Help Explain xRM and the Microsoft Dynamics CRM Platform

    CRM SoftwareBlog
    Microsoft provides the rich foundation, the various interconnecting blocks, and the many special pieces to easily extend Microsoft Dynamics CRM .  Using Microsoft Dynamics CRM as a platform and extending CRM to meet new and different business needs is often referred to as xRM . I always enjoyed playing...
    on 9 Jan 2013

  • Blog Post: 3 Reasons to Attend Microsoft Convergence 2013

    CRM SoftwareBlog
    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...
    on 16 Jan 2013

  • Blog Post: 4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

    CRM SoftwareBlog
    In working with hundreds of our clients over the years, we have learned many lessons related to implementing Microsoft Dynamics CRM . One of the most crucial elements to successfully deploying and using a new CRM system is making sure that the system supports your organization’s specific sales processes...
    on 16 Jan 2013

  • Blog Post: Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

    CRM SoftwareBlog
    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...
    on 18 Jan 2013

  • Blog Post: Control Which Browsers Your Organization Supports for Microsoft Dynamics CRM

    CRM SoftwareBlog
    With the release of the Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update , organizations now have the ability to use browsers other than Internet Explorer to connect to Microsoft Dynamics CRM 2011.  While this is indeed exciting news as it expands the...
    on 22 Jan 2013

  • Blog Post: The Customer Effective Blog’s Top Posts of 2012

    CRM SoftwareBlog
    And what does that tell us about the trends in the Microsoft CRM community? 2012 was another great year for the award-winning Customer Effective Blog. We had 184 blog posts and over 300,000 unique page views.  Readers on average spent over 3 1/2 minutes on each page; which seems to imply we are offering...
    on 30 Jan 2013

  • Blog Post: My Favorite CRM Button

    CRM SoftwareBlog
    With all the great functionality packed into Dynamics CRM , I realized the other day that I have one favorite. This gem of functionality can be unleashed with one little button. It’s not a button that controls some great fancy customization we created (although we have a few of those). It is a...
    on 31 Jan 2013

  • Blog Post: Online CRM Versus CRM On-premise

    CRM SoftwareBlog
    When facing a difficult decision, especially in business, it is important to weigh the pros and cons of your choices.  After choosing to use a customer relationship management (CRM) solution , your first choice is to decide whether you want an on-premise or online deployment.  The right deployment option...
    on 7 Feb 2013

  • Blog Post: Why You Need Marketing Automation

    CRM SoftwareBlog
    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...
    on 13 Feb 2013

  • Blog Post: Data Migration and Integration Paramount to Successful CRM Deployment

    CRM SoftwareBlog
    One of the primary goals of a well-designed and implemented Customer Relationship Management (CRM) deployment is for an organization to better understand and serve their clients’ needs resulting in increased loyalty and business development. To meet this goal, accurate, timely and pertinent information...
    on 15 Feb 2013

  • Blog Post: Planes, Trains and CRM Implementation Philosphy

    CRM SoftwareBlog
    Four feet 8.5 inches. Not exactly a number that rolls off the tongue but a significant one none the less. It represents the distance between two railroad tracks on modern railways across the USA. The story goes that its width was handed down from the original makers of trams that were pulled by horses...
    on 19 Feb 2013

  • Blog Post: CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

    CRM SoftwareBlog
    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...
    on 25 Feb 2013

  • Blog Post: Microsoft Dynamics CRM and Data Security in a Virtual World

    CRM SoftwareBlog
    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...
    on 25 Feb 2013

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

    CRM SoftwareBlog
    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 [...
    on 4 Mar 2013

  • Blog Post: Learn about Connecting your Dynamics CRM and ERP Solutions at Convergence

    CRM SoftwareBlog
    Convergence is right around the corner and if you’re lucky enough be attending, you’ll notice there are a number of informative classes to choose from. One class in particular that should be on the radar for any company utilizing both Microsoft Dynamics ERP and CRM is: Connector for Microsoft Dynamics...
    on 18 Mar 2013

  • Blog Post: Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

    CRM SoftwareBlog
    Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between...
    on 21 Mar 2013

  • Blog Post: When Building a Sales Process, a House, or a Cupcake…Have a Plan

    CRM SoftwareBlog
    Developing a CRM solution for your business is a lot like building a house.  You can jump in and start slapping up walls, pipes and wires, and then cross your fingers and hope everything comes out the way you imagined, or you can spend some time planning.  A good plan illustrates the end-result of your...
    on 27 Mar 2013

  • Blog Post: Designing a Versatile CRM Solution for Financial Service Firms

    CRM SoftwareBlog
    The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile functionality which helps streamline business practices in addition to managing client and...
    on 9 Apr 2013

  • Blog Post: 3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

    CRM SoftwareBlog
    “The superior man is modest in his speech, but excels in his actions.” – Confucius   Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of...
    on 18 Apr 2013

  • Blog Post: Why CRM is a Great Platform to Build On

    CRM SoftwareBlog
    I’ve been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software , in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their 3.0 release, and their focus on simplicity and...
    on 22 Apr 2013

  • Blog Post: The Value of an Internal Company Microsoft CRM TEAM

    CRM SoftwareBlog
    So, you spend a lot of time researching the best CRM solution for your company.  You involve people from your organization that you feel will bring great value in making a decision based on the individual’s perspective or job role.  Meetings are held to discuss all the requirements, needs, and...
    on 8 May 2013
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