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  • Blog Post: Dynamics CRM 2013 – How to Change a business process: Free eBook

    One of the many new exiting feature in Dynamics CRM 2013 is the ability to configure consistent business process that will allow users to follow best practices and common steps in their daily work.   Business processes can be used to support a step by step approach providing guidance to the user...
  • Blog Post: What’s changed in Dynamics CRM 2013: Free eBook

    You've heard a lot about CRM 2013 , but have you had the chance to take a closer look? Microsoft has drastically changed the way we will work in Dynamics CRM;  the user experience is greatly enhanced as major improvements are now available for the benefit of all. Find out about the changes...
  • Blog Post: Top 6 Benefits of Marketing Automation in Microsoft Dynamics CRM!

    Marketing automation is one of the most crucial functions a CRM system can provide for an organization.  It drastically improves your abilities to engage with your prospects and customers in ways that are proven to work.  In fact, tools like real-time analytics literally let you see the results of your...
  • Blog Post: Turnkey’s Top 5 CRM Blogs of 2013!

    Turnkey Technologies, Inc. strives to be a resource for both existing users and for new customers interested in learning the basics of Microsoft Dynamics CRM.  We published a number of blogs regarding Microsoft Dynamics CRM in 2013, which we hope you were able to find helpful and informative!  Here are...
  • Blog Post: 2 Great Tips for Mastering Microsoft Dynamics CRM!

    Microsoft Dynamics CRM is built to be user friendly so that it makes operations streamlined and efficient while still being complex enough to handle your needs. Once you dive in and utilize the software you will find any information about your clients and campaigns right at your fingertips. Here are...
  • Blog Post: Eliminate the Clipboard by Going Mobile with CRM

    By Barkley Busby Vice President and Co-Founder, 2B Solutions, Inc. Everyone is talking about how important it is to implement mobile solutions for your business .  What types of information can be viewed, edited, updated, etc. on a mobile device?  How does this relate to your business?  There are...
  • Blog Post: Hear How Other Customers Are Utilizing Microsoft CRM 2013

    There is something intriguing to hear how other companies do certain things.  For example, CRM systems.  It's always beneficial and exciting to hear how organizations use software, like Microsoft CRM, to deliver amazing customer experiences.  Register TODAY so that you can do the same! Are you...
  • Blog Post: Need More Storage in Your Microsoft Dynamics CRM Online?

    When using any type of data-housing software, it is common to eventually run out of storage space. When a company relies on a program to store all of their past, present and future documentation, the need for more storage space is inevitable. Microsoft Dynamics CRM Online makes that easy! You automatically...
  • Blog Post: Microsoft Dynamics CRM 2013 Demo Events in San Diego and Irvine, CA

    Want to experience CRM 2013 in action? Join our upcoming Dynamics CRM 2013 breakfast seminars in San Diego and Irvine, CA to discover what’s new in CRM 2013. The event are complimentary and space is limited. Sign up today to save your seat. San Diego - Sign up now Irvine - Sign up now During...
  • Blog Post: Service Management with Microsoft Dynamics CRM

    As manufacturing and service companies continue to grow and expand their businesses, they are increasingly turning to the robust platform of Microsoft Dynamics CRM to assist them with the management of their service needs and requests. With today’s increasingly complex economy and diversification into...
  • Blog Post: Insiders Predict New Microsoft Dynamics CRM Could Launch Fall 2013

    CRM customer needs are changing, and CRM software needs to adapt to those changes. This means a new version of Microsoft Dynamics CRM is likely coming soon, according to CIO.com. The new version, coming for both on-premises and cloud versions of Dynamics CRM will offer more "personal experiences"...
  • Blog Post: Go Mobile with CRM and Increase Productivity

    Mobile technology is allowing more and more field sales and service reps to complete their work without having to step foot into an office or even have an “office day” at home.  This means that they are spending their time selling to and servicing customers – which will always affect the bottom line...
  • Blog Post: 3 New Pricing Options for Microsoft Dynamics CRM Online

    “In embracing change, entrepreneurs ensure social and economic stability.” – George Gilder Microsoft recently made an announcement that they will be launching new pricing options for CRM online that will be released fall 2013. The new release will help people connect with customers in a way that...
  • Blog Post: Marketing Automation with ClickDimensions – 6 Tips

    Marketing automation is one of my special interest areas within CRM, and I’m an enthusiastic user of the ClickDimensions marketing automation add-on for Dynamics CRM. If you’re using ClickDimensions (CD for short) or considering it, here are a few tips & tricks you may find helpful. #1:  Duplicate...
  • Blog Post: Six Key Advantages of Mobile CRM

    In today’s world, agility is a must. With so many customers now expecting you to come to them, you want to be sure you are on top of the game. You don’t want to just show up. You want to show up with the information that the customer needs now. Not tomorrow with a phone call, but now. So you can close...
  • Blog Post: Go Mobile with CRM – Increase Sales Values

    There is a lot of information on the web about mobility.  But what does all of it mean and how does it relate to you and your sales team?  It’s important to start with the basics.  You are highly motivated to sell and want to close higher value sales.  What if your goal was to increase the average sale...
  • Blog Post: CRM at Your Fingertips 24/7 with MOBILE CRM

    “He who walks in the middle of the road gets hit from both sides.”  – George P. Schultz   Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question and you couldn’t answer it...
  • Blog Post: The ABCs of CRM: What You Should Know About Activity Based Costing

    “The value of an idea lies in the using of it.” Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship...
  • Blog Post: What Does Your Sales Team Know?

    The phone call started like this— Caller: “Hi Ken, I’m <her name is redacted to protect the innocent> and I’m your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year.” Sound familiar? This call was from...
  • Blog Post: Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

    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...
  • Blog Post: Crestwood Associates is on our way to Convergence 2013!

    Microsoft Convergence 2013 is here! From March 18-21 Microsoft professionals are meetingin New Orleans to attend seminars and keynote speeches and find out about everything new and exciting for Microsoft in 2013. Crestwood Associates’ own John Kazanow and Rick Feterick will be in attendance and are certainly...
  • Blog Post: Convergence 2013 Schedule Recommendations – IT Professional Track

    March 18-21, 2013 | New Orleans, LA  About Convergence  As the premier event for the Microsoft Dynamics Customer and Partner business community, Convergence is where opportunity and innovation meet to deliver real business value. It’s the chance to make key business connections and to discover the...
  • Blog Post: CRM for Residential Construction: Building Competitive Advantage with CRM in the Homebuilding Industry

    After several years of challenging market conditions, the residential homebuilding industry seems to have turned a corner and begun to rebound.  Firms that have invested in technology to help them drive revenue and margin will be positioned to outperform their competitors as the market returns to health...
  • Blog Post: Microsoft Dynamics CRM 2011 – Mobility to Empower Your Sales Team

      “Perserverance is a great element of success. If you only knock long enough and loud enough at the gate, you are sure to wake up somebody.” – Henry Wadsworth Longfellow   The last thing you want to hear before walking into your customer’s office is, “Your Company’s service...
  • Blog Post: My Favorite CRM Button

    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...