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International panel of Microsoft Dynamics CRM experts provide reviews, comparisons and opinions to professionals in the CRM software selection process.

 
 

Archive for the ‘CRM 2011’ Category

A CRM that Can Be Personalized to Its User

As a Marketer, CRM software (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM) is your best friend. You will use this every day and want to make sure you have all your shortcuts  easily accessible. With Microsoft Dynamics CRM you don't have to be an IT expert to customize it to your personal preferences. And with so many personal customizations easily available [...]

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Keep it Simple with CRM to Increase Adoption and Improve Data Quality

Many organizations recognize the value of customer relationship management (CRM) software and understand, at a high-level, the benefits it can bring to an organization. Besides basic contact management functions, modern CRM systems like Microsoft Dynamics CRM have service and support modules, can deliver sophisticated marketing campaigns, and have powerful reporting capabilities. With all these features and [...]

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Microsoft Dynamics CRM Upgrade, or Re-Implementation?

We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what's [...]

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Get RMA Functionality within Microsoft Dynamics CRM

We’ve extended the use of Microsoft CRM to include Return Material Authorization (RMA) capabilities! Manufacturing and distribution companies can utilize this new solution to support RMA tracking, process automation, and reporting. Enable your team to effectively manage RMAs to: Leverage product tracking for authorized returns such as replacement, repair or simply un-wanted products Track multiple [...]

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A Distribution Client’s Video Testimonial About Microsoft Dynamics CRM Is Worth How Many Thousands of Words?

Clarke Distribution Corp is a distributor of high end kitchen appliances, the most amazing appliances I’ve ever seen in the most gorgeous kitchens I’ve ever seen! You can take a tour of their showroom on the Clarke Web site. Anyway, they agreed to be part of our initiative to collect a variety of client videos [...]

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Dynamics CRM Multi Currency: How Does it Work?

Multi-Currency in Dynamics CRM Is your organization in need of a customer relationship management system that can support transactional data in multiple currencies?  If the answer is "yes", then Microsoft Dynamics CRM may be the one for you. Dynamics CRM is a multicurrency system in which each system entity record (Opportunity, Quote, Order, Invoice, etc.) [...]

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CRM at Your Fingertips 24/7 with MOBILE CRM

“He who walks in the middle of the road gets hit from both sides.”  – George P. Schultz  Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question [...]

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Cloud CRM Price Comparison Guide

Here is a quick pricing guide that outlines the different costs of the more popular On Demand CRM packages we run into a somewhat regular basis.    Product Basic Pricing Maximizer CRM Live $39/user/month, 5 user minimum Microsoft Dynamics CRM Online $44/user/month Netsuite CRM + $129/user/month Oracle CRM On Demand $95/user/month Standard SageCRM.com $39/user/month Salesforce.com [...]

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3 Tips to eliminating confusion with CRM 2011 Rollup Updates

With the recent flurry of CRM 2011 rollup updates (revisions) that have been released it has become harder and harder to determine what features are available in a certain CRM environment just by looking at it. In this blog I will show you how to find out which version you are running and how to [...]

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Identify Opportunities for Staff Performance Improvement with Microsoft Dynamics CRM

Time and time again, firms voice the desire to deploy CRM to attain a more unified and 360-degree view of their clients and prospects, to collaborate and deliver more consistent service levels, and ultimately improve financial and business performance. Without real-time access to centralized, holistic, and accurate customer data in a leading CRM platform, such [...]

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