Almost every CRM Consulting engagement includes some level of data conversion for our customers. Most have existing data that needs to be brought into their new CRM; others have ongoing data import needs from the trade shows that they attend throughout the year. One of the welcome new features in CRM 2011 comes from the Data [...]
continue reading...Archive for the ‘About Microsoft Dynamics CRM’ Category
Determining the Right CRM Software Can Be a Chore: One Your Company Depends On
We all have the chores we just hate to do but that are essential to our home and quality of life. Finding the right CRM software can also be a chore, but one that’s essential to the sustainability of your business. It was only a few years back when CRM software wasn’t as widespread and companies [...]
continue reading...SalesFUSION to Host B2B Marketing to CRM Integration Webinar with Expert Panel
B2B Marketing Experts Webinar – Industry experts share best practices – Click to Register. SalesFUSION, a leading Microsoft ISV Partner and Enterprise-class marketing automation platform, will host a unique live webinar on February 16th at 2PM EST. This session is focused on b2b marketing and how companies using Microsoft Dynamics CRM can improve their lead [...]
continue reading...Taking Microsoft Dynamics CRM 2011 Mobile
Today’s workplace is made up of wireless devices and employees working remotely, so why should your CRM application make you feel tethered to your desk? With CRM Mobility, a mobile application service for Microsoft Dynamics CRM provided by FMT Consultants, users can view and update Microsoft Dynamics CRM data on iOS, BlackBerry and Android devices [...]
continue reading...CRM and ERP Integration – Really?!
Is the tool your sales professionals use to track and manage their leads, opportunities, and customers in its own silo completely separate from your ERP system? Does your staff have to update two systems anytime a customer changes location or phone numbers? The answer to these questions doesn’t have to be “yes.” Microsoft Dynamics CRM [...]
continue reading...Top Ten CRM Software Blog Posts for 2011
What topics were CRM software buyers most interested in reading about in 2011? Take a look at the Top 10 CRM Software Blog posts for 2011:
continue reading...Transform your Business with Microsoft CRM and Cloud Computing on your Terms
Over the past few years, the financial services sector has experienced extraordinary change due to shrinking margins, mounting global competition, and increasing regulatory scrutiny. Even prior to these challenges, many firms were hindered by an unmanageable and inefficient legacy infrastructure consisting of disjointed business processes and multiple non-integrated applications. In such an evolving marketplace, financial [...]
continue reading...Improve Customer Relations and Reshape the Customer Experience with Microsoft Dynamics CRM 2011
In today’s turbulent economy, corporate decision-makers are reexamining how they can consistently deliver a more memorable and differentiated customer experience that is more aligned with customers’ needs and ultimately generates profitable top-line growth. Striving to meet and exceed the expectations of the new, digitally savvy, and often fickle consumer in a cost-effective manner is not [...]
continue reading...Wealth Management Firms turn to Microsoft Dynamics CRM 2011 to Amplify their Sales and Service Results
Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting of a full-featured Marketing, Sales, and Service suite tailored to wealth management industry needs. Below [...]
continue reading...Customer Effective and AssureSign to Present Webinar on February 15 at 2:00pm Eastern
Customer Effective and AssureSign Present: Increase Efficiency. Decrease Cost. With AssureSign for Microsoft Dynamics CRM We are excited to announce a FREE webinar on February 15, 2012 at 2:00pm Eastern Time The webinar will cover topics including: How companies have integrated AssureSign Electronic Signature Technology into Microsoft Dynamics CRM How to merge your documents with [...]
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