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  • Blog Post: The Necessity of Customer Service Transparency

    The world of client services is transforming. As we look at the way customer support has evolved, we can see that businesses are putting more and more functions in the hands of the end consumer and providing additional visibility into the product or service. Some of us may recall the revolutionary move...
  • Blog Post: Customize CRM for YOUR Needs

    CRM, Customer Relationship Management.  It certainly is a buzz phrase and now much more of a necessity than an optional management technique.  So how can you stand out with CRM if everyone has it?  Simple state, make CRM, Your CRM. As a Microsoft Dynamics CRM Certified Gold Partner we have helped hundreds...
  • Blog Post: Four Questions to Find Out How Important Customization is for Your CRM Software

    Many experts feel customization is a crucial feature when choosing CRM software . After all, if your business doesn’t have the ability to customize its software to synch with its individual processes and workflow, the potential to increase productivity and efficiency is essentially lost. Even if you...
  • Blog Post: 3 Steps for ReadySetGO: CRM – Microsoft Dynamics CRM Online, Microsoft Dynamics CRM Training, and Basic Data Migration

    For over a year, we’ve been running classroom training for Microsoft Dynamics CRM and have noticed a steady increase in people interested in saving time and money by using Microsoft Dynamics CRM “out-of-the-box.”   Several of our clients have been charged with implementing Dynamics CRM in a kind of self...
  • Blog Post: How to Have Fun Using Microsoft Dynamics CRM

    Dynamics CRM is fun.  That’s Right F U N! -  Selling it, using it, customizing it and exploring all the possibilities!  What is fun about selling Dynamics CRM?   That answer is simple.   Watching future users who have come into a demo with a preconceived notion of what a CRM has available from their...
  • Blog Post: How to Customize Dynamics CRM Software to Fit Your Needs as a User

    Users who need to use CRM but do not have specific ownership or roles related to the entities may have difficulty syncing them in a useful way.  When the choice is only their personally owned records, a filtered list based on attributes, or all records, it may not provide them what they need in their...
  • Blog Post: Reduce Your Custom Development Costs and Increase Usability With xRM

    By now most people have heard of the term “xRM” and how it opens up the possibility of building any application one can design.  However, a lot of businesses are still asking “what exactly is xRM and how can it work for me?”  By investing in xRM, not only will a company gain access to a solid product...