If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this [...]
continue reading...Archive for the ‘CRM Software Information’ Category
How to Achieve High Goals with a Rapid Deployment Microsoft Dynamics CRM or xRM
Our Detroit Tigers had a great game for their opening day, beating out the Red Sox 3-2. It was a beautiful day to be at the ballpark and witness our top players in action. An amazing catch by Miguel Cabrera got the crowd roaring. And that roar increased to a high when Austin Jackson sealed [...]
continue reading...Manage, Convert, Analyze, Understand, and Find Relationships with Microsoft Dynamics CRM
If you have unstructured data within your company, it’s not doing you any good. To make any type of analytical data useful, you need to manage, convert, analyze, and finally, understand it! Get your data out of file cabinets and spreadsheets, pull it off your website and social media pages, and put it into a [...]
continue reading...CRM Software – Cost Of Ownership and Return On Investment
The cost of ownership and return on investment of your CRM software depends on your requirements initially and over time. A large enterprise that requires integration into other business systems will need to deploy their customer relationship management solution in-house. A smaller business whose requirements are not as demanding can use web based CRM software [...]
continue reading...Solve Problems and Improve Customer Service with Enhanced Customer Insight
You engage with your customers in a number of ways and those interactions provide important insight into how you should and shouldn’t do business. In order to provide a superior experience for your customers, you want to make it easy for them to provide feedback, for you to quickly resolve problems when they arise, and to pay attention [...]
continue reading...The Difference between Customer Experience Management (CEM or CXM) and Customer Relationship Management (CRM)…Is There One?
Perceptions about Customer Experience Management (CEM or CXM) are similar to that of Customer Relationship Management (CRM) mainly because CRM was created to enhance the customer experience. And really, do we need to add another acronym to the software mix? Since the market insists and CEM or CXM solutions are starting to pop up, here’s [...]
continue reading...Benefits of Integrating Microsoft Dynamics CRM and Dynamics GP
The CRM-ERP Connector is a free tool from Microsoft that allows Microsoft Dynamics CRM and the Dynamics ERP systems (GP, NAV and AX) to integrate. Connector provides seamless data-flow between the two systems, allowing users to see the complete 360-degree view of their customer history and sales pipeline. Connector allows organizations to share data without [...]
continue reading...Making Note of Key Relationships with Microsoft Dynamics CRM
One often overlooked but important tool in an effective CRM software solution is the ability to make notations about prospect and customer encounters. These notes help sales people keep track of conversations with contacts throughout the entire sales cycle. This process not only keeps the salesperson on top of his personal and professional information about [...]
continue reading...