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  • Blog Post: Extending Dynamics CRM to Human Resources

    I sat through a very impressive webinar last week delivered by my friends at Genbil Software ( www.genbil.com ).  Genbil, a Dynamics CRM Gold Partner has extending Dynamics CRM functionality to meet the needs of  HR professionals. In their webinar they showed  an integrated web-based CRM solution  built...
  • Blog Post: Extending the Power of Dynamics CRM

    I am going to start posting about some of the best Add-on Solutions now being offered by Dynamics CRM ISV Partners. ISV stands for Independent Software Vendor and in the world of Dynamics CRM the term ISV is typically used to describe a Microsoft Partner who has extended the technical functionality of...
  • Blog Post: Delightful Customer’ Experiences

    I am currently working with a very interesting company,  LastMinuteTraining.ca (LMT) , who are in the midst of implementing Dynamics CRM 2013.  Much like what Expedia and similar websites do for the travel industry, LMT does for the training industry;  LMT’s website consolidates IT Training Courses...
  • Blog Post: Power Up Dynamics CRM with Gamification – Let the Games Begin!

    Over the past 18 months I have seen numerous articles on Gamification in relationship to sales productivity. At first glance I thought that having a sales team play a game was truly a waste of time. However, last year I met the team at CRM Gamified, sat through their presentation at the CRM User Group...
  • Blog Post: Dynamics CRM User Adoption Panel

    If you want to find out how the best Dynamics CRM Professionals achieve user adoption success please join us for this Dynamic webinar on Thursday March 27th. I will be hosting a panel of Dynamics CRM Professionals who will openly discuss best practices in User Adoption for; CRM Design and Planning...
  • Blog Post: 8 Reasons Why CRM Projects Fail To Gain User Adoption

    As a follow up from the Dynamics CRM User Group Summit last October in Tampa I will be facilitating another web event  – a  panel discussion on CRM User Adoption on March 27th . Over the years I have facilitated a number of session on this subject  so leading up to this event I would like to...
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  • Blog Post: Microsoft Dynamics CRM Accelerates Social Capabilities

    It is great to see that the Dynamics CRM Team is moving int the right direction when it comes to Social CRM. https://community.dynamics.com/crm/b/crmconnection/archive/2013/03/19/netbreeze.aspx
  • Blog Post: 2012 Technology Adoption Insight Survey

    The results of our 2012 Adoption Insight survey are in. Effective usage rates of enterprise software are down from two years ago and more disturbingly end-users are experiencing productivity losses of around 17%. This is a big number. At 17% the economic value of user-losses outweighs 100% of total IT...
  • Blog Post: The New CRM User Group Social Networking Site “Collaborate”.

    If you’re part of the Dynamics CRM Community, you will want to know about the new CRM User Group social networking site “Collaborate”. This site is open to all Dynamics CRM customers, prospective customers, CRM partners and ISV partners. You’ll also find many Microsoft employees who are experts...
  • Blog Post: Is CRM now considered a mainstream technology?

    I think we are seeing CRM technology becoming mainstream at least within B2B businesses. At the same time I feel that CRM is making significant footholds in the world of B2C business. Last month I was facilitating several breakout sessions at the Dynamics CRM User Group Summit Conference in Seattle....
  • Blog Post: Dynamics CRM User Group Webinar – Success for Small & Medium Size Businesses

    Join this webinar to dive into the Seven Steps to Successfully Implement Sales Force Automation Strategies within your Dynamics CRM Online deployment. sale will not be made solely based on the presence of a computer. However, in today’s competitive marketplace, CRM has become an essential tool...
  • Blog Post: Microsoft Dynamics CRM in Disguise

    We know that not all CRMs  are used for SFA, Marketing Automation or Customer Service. But take a look at the website used last fall by the Province of Saskatchewan to manage the constituent information for  their Provincial Election http://www.elections.sk.ca/ .  On this site you are able to pick up...
  • Blog Post: Why Microsoft Dynamics CRM Portals will make your life better!

    I recently facilitated a webinar series with Cory Christoffel of Adxstudio fame on Web Portals for Microsoft Dynamics CRM.  It looks like this topic is a very popular subject with CRM Project Managers and Developers. In the latest webinar we discussed why CRM Portals are so important. Customers are...
  • Blog Post: Webinar – Intro to Adxstudio Portals for Dynamics CRM

    Much of the conversation today in the CRM space is focused on the social side of CRM.  I am sure you have heard that Microsoft recently purchased Yammer for north of a billion dollars. In reality though many organizations are still in the early or middle stages of their CRM deployment. I find many organizations...
  • Blog Post: CRM Day Part 2 – Webinar Intro to Dynamics CRM Portals

    I almost forgot to let everyone know that Adxstudio will also be kicking off their webinar series on Portal Technology for Dynamics CRM this Thursday. To register go to http://community.adxstudio.com/events/webinar?schedule=7332eb90-20b7-e111-913f-00155d422229&start=2012-06-21T17%3a00%3a00.0000000Z
  • 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: Sales Force Automation – SFA – Best Practices Webinar Recording

    I recently facilitated a Webinar for the Microsoft  Dynamics User Group Community on SFA Best Practices. If your organization uses Dynamics CRM than you can join our community at www.crmug.com. Enjoy the video! Sales Force Automation Best Practices Webinar
  • Blog Post: Microsoft CRM User Group Community Session on Selling Your CRM Project Internally

    I will be facilitating a online workshop for the Microsoft CRM User Group Community on May 31st on Selling Your CRM Project Internally. Details are below Join this repeat of a popular CRMUG Summit workshop to learn how other CRM user are getting buy in for their project. Many CRM leaders and project...
  • Blog Post: Sales Force Automation Success Webinar

    I will be facilitating a Webinar on SFA best practices for the Dynamic User Group Community on May 17th. So if you are looking to leverage your CRM system to improve the effectiveness of your sales force? This is a non-technical session designed for business professionals on how to plan and implement...
  • Blog Post: How to Sell CRM Internally

    I recently  launched a new CRM Educational Session for the Dynamics CRM Community at their User Conference in Las Vegas. This session was designed for CRM End User Professionals to help them Sell CRM internally to C Level Executives, Senior Mangement, Line of Business Supervisors and End Users. In this...
  • Blog Post: Planning for CRM Success

    I will be presenting at the Decisions Fall 2011 Virtual CRM Conference on December the 8th. You can register at https://presentations.inxpo.com/Shows/MSDynamics/12-11/Registration/Decisions012_11RegistrationPage.html?AffiliateKey=13897&AffiliateData=Speaker Thanks Rick
  • Blog Post: Microsoft CRM User Group Summit 2011

    I want to let everyone know there is a very important Microsoft CRM Event happening in November. The Dynamics CRM User Group Community will be hosting their annual Conference “Summit 2011” in Las Vegas. For those not familiar with the CRMUG, they provide a number of ways to connect and exchange...
  • Blog Post: 3 Podcasts on Promoting CRM User Adoption

    Here are 3 Podcasts I did for Microsoft on Promoting CRM User Adoption-Enjoy! http://www.rsvpportal.com/microsoft/dynamics/resources/CRM.wav http://www.rsvpportal.com/microsoft/dynamics/resources/Promoting_use_adoption.wav http://www.rsvpportal.com/microsoft/dynamics/resources/Tips_successfull_rollout...
  • Blog Post: Sales Force Automation Best Practices Webinar

    In my CRM practise I typically get involved with two types of projects. Those who have rolled out CRM to their sales teams and are having issues with user adoption and gaining any type of measurable ROI from their investment. In the other scenario I am engaged with companies that understand the complexity...