In a recent blog we highlighted how historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel. To expand on that blog, we want to have you think outside the box again and consider using CRM for financial and operational process automation as well. This is because one of the [...]
continue reading...Archive for the ‘CRM Software Implementation Tips’ Category
Insider Tips on Optimizing Microsoft Dynamics CRM 4.0 Performance
Getting Started …. Determining the appropriate IT infrastructure required to support Microsoft Dynamics CRM is very dependent on your business’s particular scenario. By performing Architecture and Scoping Assessments on your current IT infrastructure prior to implementation can determine the architecture changes required for your project. Following the SQL Server requirements and recommendations for Microsoft Dynamics [...]
continue reading...20 Microsoft Dynamics CRM Industry Solutions Reviewed By SoftwareAdvice.com
Lauren Carlson writes about various topics related to CRM software at SoftwareAdvice.com. In a recent article she writes about value-added resellers (VARs) and independent software vendors (ISVs) who are extending the core Dynamics CRM applications to meet the unique needs of companies in a range of vertical markets. To demonstrate the specificity of these solutions, [...]
continue reading...Talking CRM with your Marketing Manager
To effectively design compelling marketing campaigns that present new products and services to customers and new prospects, your marketing manager needs powerful, easy-to-use tools with which to analyze your customer and lead base. He or she then needs a way to quickly and easily pull together targeted lists, launch campaigns, track results, perform follow-up, and [...]
continue reading...Entity Relationships With Microsoft Dynamics CRM
Introduction: Entity relationships represent how entities are related to each other within the Microsoft Dynamics CRM platform. The Microsoft Dynamics CRM customization tools make it easy to create custom entities with no programming experience, but the concepts behind establishing the relationships must be understood if the custom and system entities are to work together. Relationship [...]
continue reading...Extreme Hosting with Microsoft Dynamics CRM 4.0
One of our customers is an investment bank in Washington D.C. They really understand the value of outsourcing and hosted systems, which allows them to be highly focused on their core business without getting mired down with unnecessary concerns. We were fortunate to partner with them for their Microsoft CRM customization and hosting needs. We [...]
continue reading...CRM Is Not Just For Sales, Marketing, And Services! Think Of It As An Organizational Time And Productivity Tool!
Historically, Customer Relationship Management (CRM) solutions have been positioned for Sales, Marketing, and Service personnel; however, the time is here to broaden horizons on what CRM can be used for! In the last year, xRM has gotten a lot of hype to help people think outside the box for CRM application uses. With xRM the [...]
continue reading...CRM Software Makes 15th Year Mark!
CRM Magazine, a national publication, recently reported that the CRM (Customer Relationship Management) technology driven industry is about 15 years old. Many organizations have been able to evolve their simple contact management applications to more robust and scalable CRM solutions with feedback, real time interactions and analytical capabilities. CRM has evolved over the years from [...]
continue reading...3 Steps for ReadySetGO: CRM – Microsoft Dynamics CRM Online, Microsoft Dynamics CRM Training, and Basic Data Migration
For over a year, we’ve been running classroom training for Microsoft Dynamics CRM and have noticed a steady increase in people interested in saving time and money by using Microsoft Dynamics CRM “out-of-the-box.” Several of our clients have been charged with implementing Dynamics CRM in a kind of self-service model where someone has been named [...]
continue reading...Talking CRM With Your IT Manager
When evaluating the technical implications of CRM deployment, remember that CRM is foremost a technology that can help propel your business, instead of a tool that dictates your business processes. Discuss with your IT manager the business value of CRM, and get vital input on the technical corollaries of CRM implementation. The IT manager is [...]
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