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  • Blog Post: Microsoft CRM Becomes Dynamic in 2014

    As I finish up my preparation for Convergence 2014 I feel an excitement in the air that I haven’t seen in the Dynamic CRM Ecosystem for some time.  For a few years now our CRM of choice went through a serious dry spell while other products leapfrogged our functionality and we began to lose our momentum...
  • Blog Post: Did you know that this Thursday is CRM Day!

    Pretty much every working day for me is a CRM Day. But this Thursday everyone can participate in a very special event, CRM Day at Decisions Spring 2012. This  is an independent virtual conference about Microsoft Dynamics solutions organized by MSDynamicsWorld.com. The topics cover a wide range of subjects...
  • Blog Post: Reason #25 of why sales people love CRM

    Almost by default, a well-deployed CRM system improves your company’s sales process. We all employ a sales process. Some are better than others. Some are well executed and minimize the opportunity for leads, prospects or customers to fall through the cracks. Think about it. If you employ a sales...
  • Blog Post: Free 4 Part CRM Success Webinar Series

    Happy New Year, I hope everyone has recovered from their holiday festivities. I want to thank the 50 plus CRM enthusiasts who joined us for our first planning webinar in December. We will be repeating the first session next week on Jan. 14th. The best news is that these sessions are  being sponsored...
  • Blog Post: Planning for CRM Success! 4 Part Webinar Series

    I will be facilitating my next 4 Part Webinar Series on Planning for CRM Success starting on December 17th. This event is free of charge thanks to our sponsors at Microsoft, to register go to http://events.linkedin.com/Planning-CRM-Success-4-Part-Series/pub/173955
  • Blog Post: 100 Reasons Why Sales People Should Love CRM – #2

    I want to thank everyone for the great feedback on my first post. My friend Karel T supplies us with the second reason!  # 2 two – CRM workflows allow you to improve your sales process by automating steps within. For example when entering a new lead in your CRM database your CRM workflows can auto...