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Archive for the ‘CRM Software Implementation Tips’ Category

xRM: Extending the Scope of Microsoft Dynamics CRM

Before delving into the details of xRM and how to put it to work for your organization, it’s important for establish a common definition. According to Wikipedia, xRM is a strategy that takes CRM one step further, focusing on managing all relationships – not just those with customers. With that, let’s now take a look [...]

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Microsoft Dynamics CRM SQL Sizing Rules of Thumb

SQL Server sizing is critical for good CRM Performance.  Maybe you are starting up a new environment and wanting to ensure that your SQL environment will handle your estimated load of data and users, or maybe you have an existing CRM deployment and you want to enhance it to improve performance. The following are rules [...]

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How Do You Get Your Sales People to Use CRM Software?

Customer Relationship Management Software allows your marketing and sales departments to reach out to prospects, develop relationships, and turn them into loyal customers.  Many salespeople may be reluctant to use a CRM system.  Instead of selling them with product stats, you need to show them how a CRMS will enable them to increase productivity. CRM [...]

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5 Training Tips for Dynamics CRM

Any time a new software system is implemented, the move may cause frustrations and stress among employees.  Proper training is essential to alleviating these frustrations and to realizing the overall success of the project.  Training should not be haphazard.  Instead, company leadership should plan for the implementation as it would any other critical business function. Here [...]

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Five Training Resources for Dynamics CRM

Learning a new CRM system can be a daunting challenge for front line employees.  As with any change and new product, there are early-adopters and laggards.  Some percentage will completely embrace the new system and proactively educate themselves.  Others will resist and may never use more than the basic functions. Proper training can benefit an [...]

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Quick Start Guides Make Getting Started with Microsoft Dynamics CRM 2011 a Snap

Are you considering Microsoft Dynamics CRM 2011 as either your company’s first CRM system or as a replacement for another system, but haven’t yet made the leap? Are you worried that getting your new system up and running will take a lot of time and effort on the part of yourself and your staff? We [...]

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Our 4 Favorite Ways to Add Social Media to your CRM Software

Social media is invading nearly every aspect of business.  There seems to be a Facebook, LinkedIn, or Twitter link on nearly every website, print ad, and commercial ads.  If you aren’t using social media to reach out to your customers, then you could be missing important opportunities. Tools that listen to social media streams are [...]

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CRM for Associations: A New Era in Member Engagement and Revenue Generation

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management [...]

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Get Ahead of the Curve in 2012: 5 Tips for a Successful CRM Implementation

As businesses delve head first into exciting and ambitious goals of another New Year, it’s crucial to start off on the right foot. Enhancing customer relationship management, sales, and marketing plays a key role to ensure your company has a great 2012. We here at The TM Group have five tips to help you optimize [...]

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5 Key Ingredients for a Successful CRM Implementation

Whether you’re starting a new CRM initiative or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients for a successful CRM implementation – before you decide to implement. 1) People and process first, software second The best CRM software doesn’t overcome process or [...]

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