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  • 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: 4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

    In working with hundreds of our clients over the years, we have learned many lessons related to implementing Microsoft Dynamics CRM . One of the most crucial elements to successfully deploying and using a new CRM system is making sure that the system supports your organization’s specific sales processes...
  • Blog Post: How Microsoft Dynamics CRM Helps Improve Member Engagement

    Is your organization feeling squeezed as you look for association management solutions that fit your unique requirements? Most Association Management Systems (AMS) have either too much or too little functionality requiring extensive customization or lacking the flexibility to meet an association’s...
  • 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: CRM for Associations: A New Era in Member Engagement and Revenue Generation

    Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations...
  • Blog Post: Dynamics CRM Fits the Bill for Productivity, Security, and Reliability

    Companies investing in CRM solutions should focus on the tangible benefits they receive such as improved user productivity, enhanced customer service delivery, and integrations to current systems. In their research, organizations must determine which CRM providers are contenders and which are pretenders...
  • Blog Post: Microsoft Dynamics CRM: The Environmentally-Friendly Application

    When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities.  However, there is another benefit that is often overlooked, and that involves caring for the environment.   Microsoft Dynamics...
  • 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: Dynamics CRM: Bringing the Cloud to You

    In order for the mass transition to cloud computing to occur, it’s imperative that CIO’s get comfortable with the security surrounding this new form of IT. After learning about the security safeguards in place, CIO’s won’t be as apprehensive when starting the transition from the traditional client/server...
  • Blog Post: Interested in $200 Cash? Check out Cloud CRM for Less

    Everyone knows that there is stiff competition between Microsoft, Salesforce.com, and Oracle over acquiring new customers in the CRM space. In fact, Microsoft has taken the competition to a new level by offering $200 for each user that makes the switch to Microsoft Dynamics CRM Online . Microsoft is...
  • Blog Post: Agile Thoughts for the Dynamic CRM Implementation

    Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding...
  • Blog Post: Dynamics CRM: Where is the Data and Who Owns It?

    During one of our recent implementations at a large, prestigious Nonprofit organization, our counterpart at the organization was reviewing the data that was being converted to the new system, Dynamics CRM . She told us that she was concerned because the member data that needed to be imported was not...
  • 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...
  • Blog Post: Microsoft Dynamics CRM Simplifies Moving to the Cloud

    If your company or organization is thinking of investing in (or upgrading) a Customer/Membership Management System (CRM), you’ve probably heard about Microsoft Dynamics CRM Online and cloud computing. CRM Online has been the main focus of Microsoft for some time and seems to be the future of how we conduct...
  • Blog Post: Align Your CRM Software with Your Sales Process in 5 Easy Steps

    The failure of a CRM system to help drive revenue can have many causes.  The two most common reasons are: The CRM system was not set up properly The Sales team does not use the CRM system properly (if at all) In addition, many team members believe that CRM systems as a whole are too difficult...
  • Blog Post: Dynamics CRM: An Innovative Solution for Union Staff And Members

    With budgets remaining low, organizations and unions are under great pressure to find innovative solutions for automating vital processes, increasing staff productivity, and reducing IT cost. To meet these goals, unions are turning to a Microsoft Dynamics CRM solution that centralizes data and processes...
  • Blog Post: Associations: Boost Your Revenue with a CRM Solution

    In today’s economy, we are seeing more and more trade, professional, and membership-based organizations struggling to stay within their operating budgets. For these associations, growing top line revenue means finding solutions outside the traditional Association Management Systems (AMS). Many have...
  • Blog Post: 4 Keys to Aligning CRM with Your Sales Process

    Does your CRM system support your sales process?  Surprisingly often, the answer is “no”. CRM systems frequently fail because they are too difficult or too complex to use.  They don’t provide enough value to the sales staff for the effort it takes to use them. Required fields and sales stages don’t...
  • Blog Post: Socialize: Leverage Social Networking to Augment Your Customer Information in Microsoft Dynamics CRM

    Social networking sites can help you gather more information about your customers – such as interests, hobbies or company information – so that you can know and serve them better. On our way to a dinner party recently, my wife checked the name of the host’s wife through his Facebook account.  We...
  • Blog Post: Rapid Response Wins Government Contracts

    Keep your business development team lean and focused on revenue production by streamlining your processes to select and respond to Contracts and Task Orders.  Selection and standardization While bid consolidators such as Input make it easier for your Government Contractor business development team...
  • Blog Post: Deliver More Professional Services with Outlook and Dynamics CRM

    We know that your professional services business is probably a pretty busy place these days.  Your clients are asking for project proposals again and billable hours are on the rise.  The challenge our clients face is meeting the demand for quality proposals within the often accelerated deadlines.  One...
  • Blog Post: Improve Customer Service With Complete Centralized Customer View Through Dynamics CRM

    Do your customers know more about their relationship with your company than your employees do?  80% of business leaders believe they do a good job in building customer relationships, while only 8% of their customers agree, according to research from The Whetstone Edge.  If your organization uses more...