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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

Well-Executed Follow-ups with Dynamics CRM

CRM for Success is the monthly webinar series that we kicked off for 2014. This series is exclusively for CEOs, CMOs, and CSOs. Each month we will provide you with the management insight necessary for maximizing the expected benefits of CRM. We stay on-point and keep the sessions short. CRM for Success is offered every […]

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CRM 2013: Social Insights

I recently attended a CRMUG Ask the Experts webinar about leveraging Social Insights in Dynamics CRM 2013. It was the second session in a series of seven, which will all be focusing on the new "Social Insights" feature that is new for Dynamics CRM 2013. Now, to be honest, I hadn't really heard anything about […]

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Get Rid of Your Marketing Planning Headaches

Gaining the intel necessary to execute a successful marketing campaign is not always the easiest CRM task.  This is compounded when creating a campaign where geo-specific research of your existing database is required in order to see what contacts are located in a certain area.  The most common solution is to rely on zip codes, […]

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Using Dynamics CRM and SMS Messaging to Engage Your Audience

Move over rover, man has a new best friend! Don’t get me wrong, dogs are awesome. I love my lab, Sophi, and there are countless team members at my company, ClickDimensions, that have even more passion and love for animals. But when it comes to ruling the house and gaining our attention, more people have […]

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2D Product Configuration for Microsoft Dynamics

At Microsoft Dynamics Convergence conference in Atlanta, we unveiled our advanced configure-price-quote feature called Interactive 2D Designer. It's a dynamic, interactive product configuration feature that fully integrates into Microsoft Dynamics. On the Convergence showroom floor, a number of Microsoft Dynamics CRM customers that sell configurable, multi-option, and customizable products were excited to provide this dynamic solution to its […]

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Retain Customers with CRM2Emails and Constant Contact

We are very excited to announce the release of the updated CRM2Emails. CRM2Emails offers organizations that use Microsoft Dynamics CRM the opportunity to have seamless Email Marketing capabilities.  CRM2Emails is designed specifically to work with Constant Contact®, a recognized leader in Email Marketing. “The update of CRM2Emails continues to bridge the gap between Constant Contact […]

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Powering Sales Quotes, Orders, and Configurations in Microsoft Dynamics CRM

Powertrak CPQ delivers tools for sales professionals to rapidly build accurate quotes and orders right from within their Microsoft Dynamics CRM interface. In previous posts, I've detailed the benefits of a sales configurator, showed how to build a quote in Dynamics CRM, and also listed 10 reasons why customers select Powertrak to power its sales […]

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Do Mobile CRM Right

Microsoft Dynamics CRM has several free mobility options including a solutions for Windows and iOS devices. Support for Android devices is expected early in 2014. Despite the “free” cost, we recommend that our clients deploy the FieldBoss mobile client built using Resco Mobile CRM technologies. There are three main reasons for this: Limited functionality -  […]

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Microsoft Dynamics CRM- the Bigger Picture

You purchased Dynamics CRM. You made some forms customizations and designed new workflows to streamline the way you work. Well, is that the end of it or is it the start of something more powerful? Microsoft CRM is a platform that can host other solutions from one or more vendors (ISV), and they all integrate […]

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Sales Configurator Benefits for Microsoft Dynamics CRM Users

Top 5 Benefits of a Sales Configurator Microsoft Dynamics CRM 2013 customers that sell products and/or services require a configure-price-quote solution to streamline the quote-to-order process. A sales configurator is used to guide buyers and sales professionals through a quick, simple, step-by-step process to create a quote or complete an order. At its core, a sales […]

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