Dashboards are the current rage in the CRM space. If your CRM system doesn’t have them, you want them. You probably want them so badly that you’re willing to go through an entire implementation just to get them. So why can’t you simply run a report? Why are Dashboards so important? It’s not about 3-D [...]
continue reading...Archive for the ‘About Microsoft Dynamics CRM’ Category
What is XRM? And How An XRM Strategy Can Save You Time and Money
XRM is a relatively new term that refers to the building of custom business logic and functionality on top of an exisitng CRM system such as the Microsoft Dynamics CRM platform. Instead of investing your time and treasure in the development of these basic elements, you can focus your development efforts on the areas that truly add value to your business.
continue reading...CRM – the Gateway for More Business Opportunities
Professional service firms—such as business consultancies, architect and engineering firms, and accounting and legal practices— are being challenged today as never before. Like their customers, Professional Services companies are facing escalating competition and cost pressures. This is forcing them to redesign and refocus their organizations. Responding to new market conditions while managing a wide range [...]
continue reading...CRM is not just for Sales, Marketing and Services – Part 2! Have You Considered Using It As A Financial and Operational Automation Tool?
In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel. To expand on that blog, we want to have you think outside the box again and consider using CRM for financial and operational process automation as well. This is because one of the [...]
continue reading...Not-for-Profit Organization Moves from Grant Program to Microsoft Dynamics™ CRM
A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization. Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before [...]
continue reading...Where to Find CRM Customer Reviews
In a day and age where you can find feedback on the quality and user experience of virtually any consumer product, it is becoming more and more natural to seek out a reference in the early stages of your CRM software selection process. However, because of the complexity of customer relationship management systems, implementations, and [...]
continue reading...What If I Want My Popular Web Links In CRM?
By using the Workplace reports section in CRM you can create a report type called Link to Web Page.
continue reading...4 Keys to Aligning CRM with Your Sales Process
Does your CRM system support your sales process? Surprisingly often, the answer is “no”. CRM systems frequently fail because they are too difficult or too complex to use. They don’t provide enough value to the sales staff for the effort it takes to use them. Required fields and sales stages don’t match the process that [...]
continue reading...Three Things to Get Excited About in CRM 2011 (aka CRM 5)!
With the tremendous success achieved by Dynamics CRM, many end users and partners alike are anxiously looking forward to the next release of CRM. CRM 2011 (also known as CRM 5) is expected to be released near the end of the 2010 calendar year, with beta versions available in September 2010. The buzz coming from [...]
continue reading...The Different Spectrums of Microsoft Dynamics CRM: Sales, Marketing, and Customer Service
Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much more. Check out the different spectrums of Microsoft Dynamics CRM: Sales: Microsoft Dynamics CRM helps you see [...]
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