CRM Software Logo

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 Information’ Category

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 [...]

continue reading...

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...

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 [...]

continue reading...

Top 10 Benefits of Microsoft Dynamics CRM for Not for Profits

You work for a not-for-profit organization and there isn’t enough time in the day to get everything done. You juggle different spreadsheets to try and keep track of current and potential donors. You have reminders set up on your Outlook calendar so you won’t forget to touch base with all of the people who have [...]

continue reading...

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 [...]

continue reading...

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 [...]

continue reading...

2 Keys to Optimizing CRM for Your Organization

When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization for your company Obviously, [...]

continue reading...

Governmental Agencies as CRM Users: Citizen Relationship Management

Last time, we talked about schools turning to CRM software to manage recruitment, communication, and retention. Similarly, governmental agencies of all sizes are turning to CRM software to increase efficiency and productivity and to save tax dollars. For these users, CRM stands for Citizen Relationship Management. Microsoft Dynamics CRM is already in use at governmental [...]

continue reading...

Webinar – Tips to Boost Your Sales and Customer Services Effectiveness with CRM

If your company is like most, you strive to optimize the quality of your existing customer relationships while driving new business. However, like many organizations you may lack the capabilities and tools to do this productivily and efficiently. Wouldn’t it be great if you could increase your time with customers, shorten sales cycles, increase close rates, [...]

continue reading...

Microsoft Dynamics CRM Online Supports iPad!

According to The Microsoft Dynamics CRM Blog, Microsoft Dynamics CRM current release offers mobile Safari support. So now you can access CRM on your iPad with mobile Safari without having to install a separate app. (http://blogs.msdn.com/b/crm/archive/2013/03/01/crm-for-ipad.aspx)  The iPad solution is currently available only for CRM Online users and only for companies that elect to join [...]

continue reading...