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  • Blog Post: Microsoft Dynamics CRM’s ABCs: Activities Build Cash

    One of our clients coined the phrase “CRM’s ABCs: Activities Build Cash”. We decided to make this a rally call of our own since we really liked the way that sounded and felt the emphasis on cash would resonate with presidents and those in charge of sales and marketing. Because that is what CRM is all...
  • Blog Post: Be Nimble and Be Quick: Microsoft Dynamic CRM Implementations

    As an organization that performs a high volume of CRM implementations, we understand there are many different ways to roll these systems out.  Whether it is design, development, or go-live ( or anywhere in-between), the best approach for your own implementation is understanding how those phases are different...
  • Blog Post: Top 3 Ways Nonprofits Benefit from a CRM System

    I’ll admit it. Nonprofits are my passion. Maybe it’s my tendency to vote for the underdog, or a naive dream to make the world a better place, or maybe I simply love the chaotic environment and the excitement that embodies many nonprofits. Whatever the reason, I want them to succeed. If you’re reading...
  • 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: Even More with Even Less – Are You Kidding Me?

    As the terrific ASAE Annual Meeting 2012 was winding to a close, it occurred to me that the trends that began in 2008 as the economy turned south might just be here to stay in the Association Community- at least for the near future.  Not unlike our private sector counterparts, Associations and Nonprofits...
  • 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: Dynamics CRM Addresses Three Key Hurdles for Professional Services Firms

    Successful professional services organizations have many things in common, regardless of what type of service they deliver.  They offer consulting experience, industry-specific expertise, and project insight and guidance that clients can’t wrap up and take back to their office.  However, inherent in...
  • 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: xRM: Extending the Scope of Microsoft Dynamics CRM

    Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition.  According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers.  With that, let...
  • Blog Post: Dynamics CRM. Check. In the Cloud. Check. Save Lots of $$$. Check

    Microsoft Dynamics CRM has created a significant buzz throughout the industry.  Organizations of all sizes and from all different industries have seen the benefits it can offer and are now taking advantage of the extensive built-in functionality to address their sales, marketing, membership, and service...
  • Blog Post: xRM: Your Guidebook to Finding the Right CRM Solution

    Figuring out whether to purchase or build from scratch an enterprise business application is a decision that many companies have faced. Thankfully, that decision has been made easier with the introduction of the Microsoft xRM application platform. With the xRm application platform, your company will...
  • Blog Post: Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

    In light of the success of our recent webinar, Four Steps to Align Sales and Marketing , I thought I’d write a brief post outlining the information we covered. As I thought more about the webinar, I started to realize that one important issue wasn’t completely addressed: why your Sales and Marketing...