CRM Software Logo

A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

The least expensive license type for Microsoft Dynamics CRM is the Essential license. But before you start calculating your cost savings you should know that Essential users can not actually log in to Dynamics CRM. Which means very few companies have a reason to use this license type. So what is the Essential license? The […]

continue reading...

 

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features On July 28th, 2016, at 2:00 PM, WebSan Solutions will present a webinar showcasing the highlights and capabilities of one of the newest additions to Microsoft Dynamics CRM – Field Service. The module, known for being highly configurable and […]

continue reading...

 

ClickDimensions has many great features that can be utilized in a variety of marketing and sales efforts for Dynamics CRM users. However, there may be some situations where you want users who do not have (and, for all practical purposes, do not need to have) in-depth knowledge of a given feature to be able to follow […]

continue reading...

 

I speak with executives, upper management, middle management, etc. who report the sheer number of meetings they are having to review KPI’s (Key Performance Indicators) with their teams.  They know there has to be a better way to manage “the numbers” versus using spreadsheets and having hour long weekly meetings.  Management also wants their sales […]

continue reading...

 

In the professional services business, cash is king. Increase billable hours and reduce collection time for a winning cash flow combination. The challenge A regional accounting firm had lower utilization and slower collections than industry averages. Looking for the root of the problems, they identified inconsistent scheduling practices among their accountants and inefficient billing processes. […]

continue reading...

 

There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that helped direct them to what they needed. “The bulk of B2B purchasing decisions take place before a customer contacts a supplier.” Today’s customers are much more […]

continue reading...

 

CRM 2016 is here and it’s full of new enhancements! One of my favorites is the advances in the solutioning capabilities of CRM to allow for Managed Solution Patches. This new feature allows for a more granular approach when building solutions and deploying patches.  This feature can be incredibly useful when you want to deploy […]

continue reading...

 

How many times have you been in the checkout line at your favorite store and heard, “Have you found everything you were looking for?” Many times our response is “yes”, because we are rushing through our day, but we haven’t found what we were looking for.  If you should answer this question “no”, many times […]

continue reading...

 

If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time approved. Can your project management system do that? This is only possible because we use templates and checklists in Project […]

continue reading...

 

You can tap into a great number of stand-alone solutions that help to manage and assess sales force performance (144 million Google search results!), but there is one thing that can make them irrelevant. That is, if you opt for customizing the CRM system you already have by adding the functionality in question or leveraging it from out-of-the-box features of your platform. Why do this?

continue reading...
Page 1 of 31412345...102030...Last »
 

 
 
Show Buttons
Hide Buttons