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  • Blog Post: New Features and Pricing Updates for Microsoft Dynamics CRM Coming Soon!

    Microsoft announced that Microsoft Dynamics CRM Spring 2014 Wave, the next release for Microsoft Dynamics CRM, will include new capabilities across customer service, marketing, and sales, as well as an update to its pricing and editions! New License Edition – Microsoft Dynamics CRM Online Enterprise...
  • Blog Post: Microsoft Dynamics CRM Demo: An Easy, On Demand Way to Try Before You Buy

    Are you just beginning the process of researching CRM solutions for your business?  Are you not quite ready to reach out to vendors to request a formal demo or start a free trial?  If so, you’ll be excited to know that Microsoft now offers something called the Dynamics CRM test drive.  Find it here ...
  • Blog Post: 4 Noticeable Ways Microsoft Dynamics CRM Can Lighten Your Workload!

    As a sales and marketing professional, multi-tasking various work activities has never been my strong suit.  Luckily, it doesn’t have to be with Microsoft Dynamics CRM and its diverse functionality that helps me complete my day-to-day activities.  Whether it’s following up with leads and clients, generating...
  • Blog Post: Improving Customer Service with Microsoft Dynamics CRM, Part 2

    In our last blog entry, we discussed Microsoft Dynamics CRM's automated customer service process flow and the CRM case form that displays all the information a customer service representative (CSR) needs to know about a customer's history in one window. This time out, let's look a little...
  • Blog Post: CRM Integration: 4 Ways to Make an Impact

    The buzz surrounding business system integration has grown to a roar. Companies of all sizes and from every industry are looking for ways to bring their data together and take advantage of the many benefits that integrated data systems can offer. Here are just a few ways CRM can be integrated across...
  • Blog Post: 3 Ways to Get Great ROI from Dynamics CRM

    Before you invest in anything, you want to know that it’s going to be worth it.  CRM software is certainly no exception.  Fortunately, there are a few ways to feel secure that you will get a great ROI from implementing and using Microsoft Dynamics CRM for your customer relationship management solution...
  • Blog Post: Turn Leads into Sales with CRM Software

    Making sales isn’t about luck; it’s about finding prospects and knowing your customers.  Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target better prospects, and strengthen customer relationships.  After all, lucky socks don’t find new customers...
  • Blog Post: Three Reasons CRM Software Should Be On Your Wish List

    More and more businesses are planning to implement customer relationship management (CRM) software this year according to a recent Gartner survey (http://www.gartner.com/newsroom/id/2358015). Reasons for using CRM solutions point to the need to find new prospects and generate loyalty with existing customers...
  • Blog Post: Lean Techniques for Defining CRM Goals

    What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line?  Is there a specific business opportunity you want to pursue? Start with no more than ONE or TWO! Too often we meet customers who fail to realize benefits because they bite...
  • Blog Post: Stop Re-pulling Your Marketing Lists and Automate Them!

    With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts...
  • Blog Post: 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM

    It doesn’t seem possible that Spring is almost upon us, especially after the Winter Wonderland we experienced here in New England this year!  But now that the snow is (almost) in our rear view mirror I wanted to reflect on the busy Winter we had and highlight a few examples of some CRM projects we [...
  • Blog Post: CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

    We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we’ll keep it mostly in that context but we think the insights...
  • Blog Post: Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

    Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the...
  • Blog Post: 3 Reasons to Attend Microsoft Convergence 2013

    Convergence 2013 is coming to New Orleans, March 18-21.  This is the biggest Microsoft Dynamics Customer Conference event of the year with over 10,000 attendees and I encourage you to attend.  You and your teammates will: Learn to get the most out of your Microsoft Dynamics solution.   You’ll have...
  • Blog Post: Yammer and Microsoft Dynamics CRM 2012

    The last news we’ve heard on the long awaited CRM 2012 upgrade is that its general availability has been pushed to January 2013. One of the features we’re very excited about in this newest Dynamics CRM is the native Yammer integration. According to Microsoft, though, you’ll have to...
  • Blog Post: Microsoft Dynamics CRM: A Customer Relationship Management System Integrating With Excel

    One of the enhancements hinted at for the pending update to Microsoft Dynamics CRM 2012 is improved integration with Microsoft Office. While Dynamics CRM support for Outlook is already solid, some are expecting new capabilities for working with CRM records in Excel and possibly Word.  Obviously this...
  • Blog Post: Get to Know Your Customers Well With CRM Software

    You know you have customers, but how well do you know them?  You know they buy your products and services, but are you able to easily determine how much and how often?  Getting to know your customers well is not only good for customer service, it’s good for the bottom line. In order to learn all that...
  • Blog Post: The BONUS Benefit of Microsoft Dynamics CRM is Workflow

    There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results.  Another significant benefit is that it will build in consistency and reliability for your sales and marketing...
  • 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: Everything You Need to Know About Microsoft Dynamics CRM Online

    Microsoft’s commitment to the cloud is clear and the Microsoft Dynamics CRM Online service is a testament to Microsoft’s vision of where business applications should live – in Microsoft’s cloud . The service is hosted in highly secure, Microsoft-owned and managed data centers and provides a 99.9 percent...
  • 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: New Productivity Pack for Dynamics GP to Dynamics CRM Connector

    The Connector for Microsoft Dynamics, which has been available for about two years, provides integration between Microsoft Dynamics CRM and Microsoft Dynamics GP (previously Great Plains), as well as NAV and AX. The Connector is to be able to pull information between the transactional world of GP and...
  • 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: Yammer and Microsoft Dynamics CRM to Join Forces

    With the big (but expected) announcement that Microsoft will purchase Yammer, Microsoft Dynamics CRM users can expect to see more social communications functions in the coming years. Yammer will find a home in the Microsoft Office Division, and according to the press release, Redmond “plans to accelerate...