Along with the introduction of CRM 4.0 a few years back, Microsoft began offering a Hosted CRM environment for customers as well as the On Premise CRM. I wanted to take a few moments to educate people on the differences, including the benefits of each, and where a business might find value from one over [...]
continue reading...Archive for January, 2010
CRM And Dashboards – A Winning Combination
Although CRM stands for Customer Relationship Management, it’s a bit of a misnomer because most CRM systems are multi-faceted and handle everything from Sales Force Automation (SFA) to marketing automation and service management. All of which goes far beyond customer relationship management. What’s more, since a CRM application like Microsoft Dynamics CRM can integrate with [...]
continue reading...With Over 1 Million Users, Microsoft Dynamics CRM Resources Are Endless!
If knowing that Microsoft Dynamics CRM now boasts over 1 million users is not enough proof to convince you that Microsoft Dynamics CRM is the preferred customer relationship management solution today, then realizing all the resources you have access to before, during and after implementation should help seal the deal! Microsoft Dynamics CRM has come [...]
continue reading...Increase Your Efficiency With The CRM 4.0 Notification Accelerator
This blog post is going to tell you HOW to use this Accelerator to increase your effectiveness in your utilization of Microsoft CRM 4.0.
continue reading...Accessing Microsoft Dynamics CRM On The Go
Keeping in touch with customers through your mobile device when you are away from the office is important today. It’s a huge benefit to your customers that Microsoft Dynamics CRM 4.0 can be accessed from Internet Explorer on any workstation. This is very useful when you have employees all over the map or even if [...]
continue reading...Wealth Management Firms Choose Microsoft Dynamics
As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.
continue reading...Released! Microsoft Dynamics CRM 4.0 Adapter
Great excitement surrounds this integration tool for Microsoft Dynamics CRM 4.0 and Microsoft Dynamics GP 10.0. This integration tool is easy to implement: wizard driven installation, system preparation tool, lightweight footprint that utilizes web services and eConnect and Web Service to web service integration. The integration tool is easy to use – right out of [...]
continue reading...Integrate Constant Contact And Dynamics CRM!
As a Dynamics CRM user I’m always looking for ways to cut corners and slice time off manual processes. For the past few years, I’ve been using Constant Contact to manage my company’s email communications. Both CRM and Constant Contact provide great feature and functionality benefits, but natively they are not integrated. I just discovered [...]
continue reading...Top 10 Signs You Need A Solution For CRM And SFA
It can be hard to nail down the exact moment that an organization needs a CRM (Customer Relationship Management) system for SFA (Sales Force Automation). Unfortunately, that conclusion is often reached too late, i.e. only after the loss of a revenue opportunity, a loss that could have been avoided if a CRM/SFA system was in [...]
continue reading...Tips To Help You Decide Between On-Premise CRM And Hosted CRM
So you know that your organization would benefit from a CRM solution – but now it’s decision time. Not only do you need to pick a solution but you also need to pick a deployment method, either hosted Software as a Service (SaaS) or on-premise that you host yourself. There are a few basic indicators that should help you decide whether to go with hosted CRM or on-premise CRM.
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