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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 Software Implementation Tips’ Category

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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The Value of an Internal Company Microsoft CRM TEAM

So, you spend a lot of time researching the best CRM solution for your company.  You involve people from your organization that you feel will bring great value in making a decision based on the individual's perspective or job role.  Meetings are held to discuss all the requirements, needs, and wants of the company.  A [...]

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Why CRM is a Great Platform to Build On

I've been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software, in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their 3.0 release, and their focus on simplicity and integration with Outlook.  My [...]

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3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius  Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for [...]

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Designing a Versatile CRM Solution for Financial Service Firms

The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile functionality which helps streamline business practices in addition to managing client and customer relationships. However, in order to maximize this versatility, CRM solutions for financial [...]

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When Building a Sales Process, a House, or a Cupcake…Have a Plan

Developing a CRM solution for your business is a lot like building a house.  You can jump in and start slapping up walls, pipes and wires, and then cross your fingers and hope everything comes out the way you imagined, or you can spend some time planning.  A good plan illustrates the end-result of your [...]

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Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting. For many organizations, a hub-and-spoke [...]

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Learn about Connecting your Dynamics CRM and ERP Solutions at Convergence

Convergence is right around the corner and if you’re lucky enough be attending, you’ll notice there are a number of informative classes to choose from. One class in particular that should be on the radar for any company utilizing both Microsoft Dynamics ERP and CRM is: Connector for Microsoft Dynamics: Best Practices CSCP01 (visit the [...]

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Rollup Functionality for Custom Entities in MS Dynamics CRM 2011 and MS Dynamics CRM Online

I recently had an interesting situation with one of our clients who wanted to use a custom entity modeled on the Accounts entity to view their customer data. The difference was that this entity would have a N:N Relationship with Contacts instead of a 1:N relationship; however they still wanted to be able to view [...]

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