Microsoft Dynamics CRM and Powertrak Named to ISM's Top 15 CRM Software Awards I am happy to announce that both Microsoft Dynamics CRM and Powertrak have been named to ISM's 2013 Top 15 CRM Awards list. These products serve as the standard for comprehensive Customer Relationship Management (CRM) software. ISM's Top 15 awards are divided into two [...]
continue reading...Archive for the ‘CRM Add-On ISV Products’ Category
The (CRM) Truth is Out There Part 1
If a consultant tells you that your CRM should provide a “360 degree view of the truth” it’s like a coach instructing his players to “go out there and give it all you’ve got”; it’s true, but not particularly useful. When it comes to customer Truth in CRM, the key realization is that you’ve probably [...]
continue reading...Product of the Month…CRM Data Grid Control by AbleBridge
At P2 Automation, we’re all about productivity, and we’re always on the lookout for tools that will provide greater capacity and improved efficiency. If you’re a Microsoft CRM user, you’ll definitely appreciate our latest find…the Data Grid Control from AbleBridge. The Data Grid Control is a flexible Microsoft CRM enhancement that will turn any CRM [...]
continue reading...Crestwood Associates is on our way to Convergence 2013!
Microsoft Convergence 2013 is here! From March 18-21 Microsoft professionals are meetingin New Orleans to attend seminars and keynote speeches and find out about everything new and exciting for Microsoft in 2013. Crestwood Associates’ own John Kazanow and Rick Feterick will be in attendance and are certainly looking forward to it! Feterick has heard there will be [...]
continue reading...Why is Microsoft Dynamics CRM the Best Platform for a Project Management Tool?
The promise of Microsoft Dynamics CRM goes beyond sales and marketing. It’s a well-knit platform upon which our project management software is built. If you’re in the business of managing projects, consider it as a must-have feature, not a nice-to-have add-on. Recently, it caused a sensation when Kirill Tatarinov, president of Microsoft Business Solutions (MBS), [...]
continue reading...Enhancing Microsoft Dynamics CRM for Professional Services Organizations
Perhaps I should start with a definition and where else would I look if not Wikipedia. Loosely quoted: Professional services is an industry grouping that refers to technical or unique functions performed by independent contractors or consultants whose occupation is the rendering of such services. Hmmm…. Per Wikipedia, examples of professional services include accountants, actuaries, [...]
continue reading...Why Are YOU Going to Convergence 2013?
Microsoft Dynamics Convergence – Objectives Plane ticket to New Orleans booked? Check! Hotel room reserved? Check! Ok, it looks like all the hard work is done. I guess there is not much else to do but patiently wait for March 18. With the Microsoft Dynamics premier event coming up fast, I’d like to take an [...]
continue reading...Data Migration and Integration Paramount to Successful CRM Deployment
One of the primary goals of a well-designed and implemented Customer Relationship Management (CRM) deployment is for an organization to better understand and serve their clients’ needs resulting in increased loyalty and business development. To meet this goal, accurate, timely and pertinent information is crucial. One of the most critical aspects of a CRM implementation [...]
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