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

 
 

 

By Barkley Busby Vice President & Co-Founder, 2B Solutions In CRM 2015, there have been some significant investments in the way power users can build insights with the data stored in their CRM system without overwriting any code. To do this, two new features have been introduced:  Rollup Fields and Calculated Fields Rollup Fields Rollup […]

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Earlier last week Montreal (Canada) based Vendere Group and XRM Vision announced that they are merging their CRM activities together to become Quebec’s leading firm dedicated solely to Microsoft Dynamics CRM. XRM Vision a Microsoft “Silver - Customer Relationship Management” recognized CRM consulting firm offers a one-stop shop for businesses and organisations who are striving towards […]

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Join the Hitachi Solutions team as we partner with  Microsoft for this "Show Me the Demo" webinar on October 28th! Click Here to Register Whether a dedicated business developer or a seller-doer, a successful CRM will guide and automate process while offering visibility into key insights. Hitachi Solutions' CRM Solution for Professional Services organizations offers […]

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Microsoft has plenty of popular IT products on its hands that are used throughout the tech industry. In recent years, the company has diversified its portfolio from primarily an operating system and Office provider to a more cloud-based and customer-centric service provider. Microsoft Dynamics CRM in particular figures to play an increasing role in the business’s future. […]

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Customer relationship management systems can serve as the spark for businesses to improve data collection, informational analysis and, of course, customer interactions. Modern CRM systems also incorporate features that aren't directly tied to the efforts of salespeople and marketers but impact the customer experience, such as technical support and supply and demand forecasting. Businesses looking […]

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Savvy businesses can gain control and insight into their business operations with an enterprise resource planning (ERP) solution. You can extend that insight and learn more about your customers with a complementary customer relationship management (CRM) solution.  When integrated, ERP and CRM can provide a 360 degree view of your customers from initial contract through […]

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Replacing inadequate business software with a robust enterprise resource planning (ERP) solution or customer relationship management (CRM) solution is not as easy as inserting a disk and clicking “run”.  A successful implementation takes time, commitment by different levels of management, and close attention to ensure key milestones are properly met.  Here are some tips for […]

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Anyone can say they offer 24/7 support and plenty of customer service representatives to take calls. From sales to troubleshooting, offering customer service is easy.  What is not so easy is actually anticipating what customers might need, reaching out to them through the best channels and at the right times. In the age of social […]

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Your company is ready to move away from the silos of data contained in spreadsheets, documents, wiki-pages, and the MS Access customer database that a former employee put together seven years ago. You’ve decided it is now time your company implemented a coherent, centralized, accessible, and coordinated software platform that will help you to better […]

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Like all great buzzwords, “engagement” is a term that perpetuates sloppy thinking. In channel management, engagement gets set up as a goal with the assumption that if partners are engaged then they’re selling. But really, engagement is only a symptom of the kind of relationship you want with your partners. This list of PRM best […]

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