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  • 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: 3 Insider Tips for Using CRM To Increase Company Revenue

    We now have tools  that make the sales processes I have used for the past 20 years so much simpler. In my first post I discussed the background, and now I want to share 3 simple ways you can use CRM software to increase your company's revenue . 1)  Activities - Define the important high value activities...
  • 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: Product of the Month…CRM Data Grid Control by AbleBridge

    At P2 Automation, we’re all about productivity, and we’re always on the lookout for tools that will provide greater capacity and improved efficiency.  If you’re a Microsoft CRM user, you’ll definitely appreciate our latest find…the Data Grid Control from AbleBridge.  The Data Grid Control is a flexible...
  • Blog Post: Microsoft Dynamics CRM and Data Security in a Virtual World

    Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user adoption and improved business process design. Stay focused as you develop your CRM implementation plan since...
  • Blog Post: Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing

    Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but...
  • Blog Post: 3 Reasons Microsoft Dynamics® CRM Beats Oracle CRM

    Now that more organizations understand how business agility will be critical to their success, many are looking for a good CRM system to improve sales, customer service, marketing, and other customer-related data. If you’re currently evaluating a CRM solution for your business, we’d like to help by pointing...
  • Blog Post: Successful Cloud CRM Deployments Start with Predictable Implementation Plans

    According to a Nucleus Research study, 52% of organizations that have implemented a cloud CRM solution in the last 6 months are looking to switch to a different solution.  Is this because the cloud CRM system itself failed to deliver on what was promised?  Probably not. It is more likely that these...
  • 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: Is a New CRM Deployment a Good Investment?

    Whether you have been using a CRM solution for years and are looking for something with expanded functionality or you are considering CRM for the first time, you have to determine if the project cost is going to get you a sufficient return.  According to a recent study by Nucleus Research , a new CRM...
  • 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: Is Dynamics CRM Too Big for My Business?

    No matter what you do or how long you’ve been doing it, every business has customer or contact data that you need to manage to maintain relationships and win sales.  That means that any business, regardless of size, can benefit from a customer relationship management (CRM) software solution . One of...
  • Blog Post: Security and Compliance with Microsoft Dynamics CRM (HIPAA & ISO27001)

    As one of Microsoft’s top partners working with pharmaceutical companies and medical device manufacturers , Armanino Consulting has had many recent inquiries about HIPAA and other data compliance requirements as they pertain to Microsoft CRM Online.  As the US heads towards electronic medical records...
  • 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: Leveraging Microsoft Dynamics ERP and CRM at High Tech Companies

    At the heart of every high tech company are front-and back-office business pro­cesses that are ripe for unifying.  With all of today’s investment in enterprise applications, it still puzzles me how often I find global high tech companies with enterprise resource planning (ERP) and customer relationship...
  • Blog Post: Mobile CRM Means Anywhere, Anytime, Any Device

    “The world is all gates, all opportunities, strings of tension waiting to be struck.” –Ralph Waldo Emerson   Did you ever get a call from a customer while on the road and wish you had access to all your past calls and notes?  Have you ever been at a customer’s site and heard “How much of a specific...
  • 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: Top Reasons Microsoft Mobile CRM Means a More Productive Workforce

    For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data for both on-premise and online Microsoft CRM clients. For many companies who have already implemented a 3rd party Mobile...
  • 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: How to Capture the Advantages of Cloud Computing While Avoiding the Risks

    You’ve heard them before, the advantages of cloud computing are plentiful, but you also need to be wary of the potential risks. One way to do this is to ask the right questions: Should you be looking at Software as a Service (SaaS), Infrastructure as a Service (IaaS) or Platform as a Service (PaaS...
  • 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: 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: 3 Ways to Feel Secure Taking CRM to the Cloud

    While there is a strong movement toward deploying business management solutions, like CRM systems, in the cloud, we know that there is still some apprehension.  If you are considering a cloud CRM solution, there are a few ways to gain some confidence in your choice: Choose a Proven Vendor: When it...
  • Blog Post: Cloud, Cloud, Cloud – Cloud CRM is NOT New – And How Does This Relate to Star Trek?

    Given all the hoopla about software in THE CLOUD, you might think it was a new phenomenon.  Not so.  Salesforce.com was founded in 1999.  Yes, you read that correctly.  That’s 12 almost 13 years ago.  And it was never an on premises solution, it was cloud-based.  Call it SaaS (Software as a Service)...
  • Blog Post: Get Connected – Microsoft CRM Online & Office 365 Integrate!

    Microsoft recently announced that the November 2011 service update for Microsoft Dynamics CRM Online will include a close integration with Office 365.  In addition to this integration, other enhancements will include added social features, activity feeds, duplication processing, billing, identity federation...