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


Archive for the ‘by ISV/Add On Partners’ Category

What Can You Do with MS Dynamics CRM on Your Phone & Tablet? That’s the Question!

Every day, we are approached with the question: “So, what can the app do?” (referring to Resco’s mobile CRM client for Microsoft Dynamics CRM) And it’s hard for us to spill the answer in one breath – there’s just so much to talk about. It’s not a question of 2-3 benefits, there are hundreds of […]

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How a Not-For-Profit Organization Has Optimized Their Processes with Microsoft Dynamics CRM

Action main-d’oeuvre, a non-profit organization with their mission to assist in the integration of people with special needs into the workforce, was looking for a more efficient way to manage operations other than through paper documents, Word files and Excel spreadsheets. Their problem was that the information on participants, staff members and partners was not […]

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Why Sales Definitions Are a Best Practice for Great Sales Teams

What I call an Opportunity you call a Lead. What I call ‘upside’ someone else calls ‘working set’. For a sales team to be successful, and for a sales manager to have accurate reports, sales terms need to be clearly defined so everyone is speaking a common language. Let's say I'm a sales leader who […]

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Why Your Sales Reps Should Be Required to Track Upside Revenue

Upside revenue indicates opportunities that are advanced in the sales process, but you're not committing them to close within the current quarter. A shortsighted sales organization will only require sales reps to forecast, and track, current opportunities, scheduled to close in the current quarter. Not that are equal to the amount of the sales rep’s […]

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How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season

The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is a Christmas tree broker. They need to manage the relationships between farms, trees, truck distributors, retail locations and orders. And they need this information quickly […]

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Top 3 New Features in Microsoft Dynamics CRM 2016

The focus for the latest release for Microsoft Dynamics CRM 2016 primarily hovers around 4 key pillars: productivity, intelligence, mobility and unified service. Microsoft sees these as the principal areas to help users become more productive in their daily activities. This latest release for Microsoft Dynamics CRM 2016 is now available for all new CRM […]

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Campaign Automation, Power BI Included in ClickDimensions Quarterly Release

ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights in this version of ClickDimensions include: Campaign Automation Builder ClickDimensions’ new campaign automation builder enables marketers to design multi-channel, dynamic marketing paths for CRM leads or contacts. The drag-and-drop interface […]

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Release of Inventory Module Rivals Star Wars: Episode VII Debut

As much of the world awaits the highly anticipated release of the latest Star Wars movie, in a galaxy far, far away, the Rockton Connect team has been working on a masterpiece of their own. Set to hit the computer screen in late December, the new Rockton Connect Inventory Module comes complete with all the […]

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Stop Exporting, Analyze Data Inside Dynamics CRM with Filter Panels

Do you export data from Microsoft Dynamics CRM into Excel so that you can slice, dice and analyze it? While this does work, it is time consuming and prone to errors, it can’t easily be shared and the data is quickly out of date. There is a better way to analyze data, with the flexibility […]

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