1. CRM is not a just software
Since CRM plays an important role in corporate strategy, its crucial that you define what it is you hope to capture and report on within the system. Be sure to consider the state of your customer relationship, and consider its effect on all business units and end-users from the [...]
Top 5 Success Factors For A CRM Implementation
5 More Reasons to Use Microsoft CRM
Here are 5 reasons to use Microsoft Dynamics CRM:
1. Targets your marketing campaigns so you’re always in touch with the right customers. Today, it’s more important than ever that customers know about special offers and new services a business offers. Microsoft Dynamics CRM offers a marketing automation module that simplifies the following tasks: Building customer [...]
Knowledge Is Power – Top 8 CRM Resource Recommendations
At Affiliated, many of our Microsoft Dynamics CRM customers are impressed to learn about some of the excellent and mostly free educational resources available on the web for users and administrators of Microsoft Dynamics CRM. Whether you are just kicking the tires or you are a current user or administrator, it would be well worth your [...]
continue reading...Sales Pipeline: You Can’t Manage What You Don’t Measure
That old management adage rings especially true when it comes to managing sales pipeline. We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity. First off, I’m talking about companies with sales people governed by at least one level [...]
continue reading...How One Company Is Using The Microsoft Dynamics CRM Business Data Auditing Accelerator To Automate Its Approvals Processes
Written by Dan Smith, Altico Advisors
You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities. The CRM accelerators themselves are extremely easy to download and install. Simply import the customization xml file from within [...]
Webinar: “Tapping Into The Power Of Workflows In Microsoft Dynamics CRM”
How connected is your company? Not to other sources, but to each other? The most productive organizations share information across teams, divisions—the whole company—to proactively manage data and automate business processes. Join us for this free, one-hour Webinar and see how Microsoft Dynamics™ CRM gives you these powerful workflow capabilities so that you can put your [...]
continue reading...The Importance Of Executive Sponsorship For ERP/CRM Deployments
What is Executive Sponsorship?
Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and financial commitments that cannot be determined by functional leads alone. For example, they would approve financial outlays for hardware, software [...]
Microsoft Dynamics CRM – How Do We Get Our Users To Use It?
This seems to be a question many customers ask about their newly implemented Microsoft Dynamics CRM solution. There is no single magic answer to that question that fits all situations, but I hope to give a few ideas here to increase user adoption.
Focus on features that give back to each user rather than just tracking [...]
continue reading...Top Tips When Evaluating Software Vendors – It’s More Than Features/Functions
JoeCRM here from PowerObjects – After giving some more thought to my previous post Microsoft Dynamics CRM vs. SalesForce.com Or Whoever…The Proof Is In The Partner, I think I need to say a little more – ok, a lot more. In the previous post I talked about a few areas that I think are important [...]
continue reading...
