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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

Questions to Ask Before Implementing the Marketing Module in Dynamics CRM

Once your organization has entered all of its accounts and contacts into Dynamics CRM, it is time to leverage the capabilities of this system to learn more about the buying habits of your clients and prospects to ensure that your CRM application doesn’t just become a fancy rolodex. The marketing module has a variety of […]

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Install Customer Portal for Dynamics CRM – in Minutes!

When deciding on which Customer Portal for Dynamics CRM best suits your business, naturally you select the one that is easy to install and connect to your CRM Server, which is the one that allows you to evaluate the portal in the environment in which you work; and how easy it is to customize the […]

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Microsoft Envision 2016 Recap

After more than a decade of exhibiting at Microsoft Convergence, we were on the fence about having a booth at Envision this year. We downsized our booth, our team attendance, and our expectations. We went from a gold sponsorship and two separate booths to highlight our distinct Microsoft Dynamics GP solutions from our Microsoft Dynamics CRM […]

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Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM

Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on […]

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Automate Your Quotes And Estimates

Completing all the research, calculations, and paperwork for quotes, jobs, and estimates can be overwhelming. Getting it done quickly and accurately to ensure profitability can be an ongoing source of stress. If you are rushed and not equipped with the right information, mistakes will happen and things  will likely fall through the cracks. With an […]

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The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 2

In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now let’s share the good news about the advantage of an integrated solution. Advantages of integrated Project Management solutions How well any Project Management (PM) software […]

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The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 1

The truth is, CRM systems are limited when it comes to managing sales-related deliverables. Customer relationship management (CRM) software systems are invaluable at doing what the name suggests: managing an organization’s relationship with its customers from the time they become leads to when they make their first purchase to after-sales follow-up and nurturing future sales […]

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What You Need To Know About OneDrive With Dynamics CRM 2016

How does your sales team manage and share documents? Are those documents easily available to them within your CRM system? With the new release of Microsoft Dynamics CRM 2016 users can create and manage private documents with OneDrive for Business and those documents can be accessed within Dynamics CRM in the document grid. What is […]

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5 Ways to Increase User Adoption in Microsoft Dynamics CRM [Free eBook]

Did you invest in Microsoft Dynamics CRM only to discover that no one is using it? Are your users stuck in their old habits instead of embracing the new system? Don't worry! You aren't alone. User adoption is the biggest issue businesses face when implementing Microsoft Dynamics CRM. Download our latest eBook to understand the […]

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Questions to Ask Before Implementing the Sales Module in Dynamics CRM

The sales module is typically one of the first modules that gets implemented when you are building a new CRM system since the account/customer is the heart of your business. Typically, there are several departments within your organization that rely on client information, but their requirements and needs will differ from one group to the […]

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