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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

Dynamics Signature – Just Like in Outlook

Dynamics Signature adds an Email signature to Dynamics CRM Email, just like in Outlook. Users can design their Email signatures in Microsoft Word and upload them to Dynamics CRM. The default Email Signature is uploaded to the Email, when a new email record is created. Users can have one or more signatures, and select the […]

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5 Steps to Starting a Marketing Automation Practice Within Your Organization

There has been a lot of talk about marketing automation in recent years, and with Microsoft Dynamics Marketing now integrated to the Dynamics CRM system, both the marketing and the sales team can now benefit from this powerful tool. So why are firms hesitant about implementing this feature? When you first start looking at setting […]

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Rockton Connect, Accounting Inside Microsoft Dynamics CRM: Online, On Premise, Hosted

While Rockton Connect's license model is priced per-month, how the software is deployed is entirely up to you. We support every deployment model of Microsoft Dynamics CRM 2013 and 2015: on premise, partner hosted, or CRM online. This means you can choose the deployment model that works for you. Rockton Connect has 2 major components: […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From A Sales Manager Perspective

There are certain financial reports that are important for sales managers to review to help them have a clear snapshot of a client’s current status. These reports become even more important when it is time to review your organization’s overall client portfolio, as it is these reports that will give your organization a better understanding […]

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How to Update Dynamics CRM As Easily As An Excel Document

Does your sales love using Microsoft Excel? Microsoft Excel has been used by salespeople for years to track sales pipelines and forecasts. But many  organizations  will decide to implement a CRM system to have better visibility into pipeline and opportunity management during the sales process, across the entire company and including multiple sales reps and […]

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How to Bridge the Disconnect Between Sales and Project Delivery Teams

Sales: “You didn’t meet the deadline”. Service: “You didn’t quote enough hours”. If you run a project-based business, you have likely heard these types of accusations. But if everyone on your team has complete visibility of the project management metrics, you can bridge the disconnect between sales and service. (tweet this) The Challenge For a […]

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Why You Should Calculate Non-Billable Goodwill Activities in Microsoft Dynamics CRM

Do you track non-billable "goodwill" activities done for your clients? Many organizations that use Microsoft Dynamics CRM track relationships with people and organizations that are not paying clients in the traditional sense;  they still want to have some way to track, tabulate and report on the non-billable goodwill activities done to support those relationships. This […]

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Excel vs Microsoft Project vs Dynamics CRM – The Best Way to Track Projects

After you make the sale, what tool do you use to track project costs, tasks and milestones? Microsoft Excel Many people use Microsoft Excel to manage projects because it is free and everyone has access to it. You can even download some helpful Excel project management templates online. However, using Excel is not ideal because […]

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How to Reduce the Number of Clicks in Microsoft Dynamics CRM

One complaint users have about Microsoft Dynamics CRM is that it takes too many clicks to update a record. Let’s be clear, Microsoft Dynamics CRM is an excellent product. In 2006 AbleBridge made the strategic decision to solely focus on Microsoft Dynamics CRM and we’ve never looked back. But even excellent products can be made […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM: du point de vue d’un directeur informatique

Par le passé, les entreprises optaient pour les meilleurs progiciels sur le marché, indépendamment de la marque, ou développaient des applications maison afin de répondre à leurs besoins de relation client et d’opérations. Comme ces systèmes deviennent désuets et obsolètes, les directeurs informatiques recherchent maintenant de nouvelles solutions pour mieux réunir leurs différentes bases de […]

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