In a day and age where you can find feedback on the quality and user experience of virtually any consumer product, it is becoming more and more natural to seek out a reference in the early stages of your CRM software selection process. However, because of the complexity of customer relationship management systems, implementations, and [...]
continue reading...Archive for the ‘CRM Software Selection Tips’ Category
What’s All The Buzz About Microsoft Dynamics CRM 2011?
There are many reasons to be excited about Microsoft’s newest version of CRM, Microsoft Dynamics CRM 2011. Although the beta version won’t be released until September, word has already spread about the benefits this version will offer including: Improved Integration CRM 2011 is going to have an enhanced integration with Microsoft Outlook and Microsoft SharePoint. [...]
continue reading...Our Organization is New to CRM – What Software Do You Recommend?
At Concentrix, we get a wide and varied range of questions about CRM software. From businesses just starting out on the CRM journey, the initial questions generally break down into two main types. The first, abnd probably the most common CRM software enquiry we receive from organisations new to CRM is along the lines of “I need a CRM solution. Could you advise the best one for my organisation?”
continue reading...Microsoft Dynamics CRM for the Healthcare Industry
Microsoft has introduced an integrated framework to enable health insurance plans to use Microsoft Dynamics® CRM. Known as “Health Plan Sales Solution”, this new framework will allow health plans to quickly and easily move their marketing and sales processes online to better manage and monitor sales, member service and retention. As a result, health insurance [...]
continue reading...Scoping for Integration with Microsoft Dynamics CRM
In most projects, applications are expected to be integrated into your architectural landscape. The integration between Microsoft Dynamics® CRM and SharePoint is more involved than is usually appreciated. Ideally, such a project involves workshops for establishing the requirements, installing and customizing the software, some data migration and integration. It’s the integration component that is mostly [...]
continue reading...Top 60 Features – Why Microsoft Dynamics CRM is the Leader
With the upcoming release of Microsoft Dynamics CRM 2011 (aka CRM 5.0 – a name I personally like better!) right around the corner I wanted to reflect on Microsoft’s self professed ‘Top 60 Features’ list for Microsoft Dynamics CRM 4.0. AbleBridge has been testing Microsoft Dynamics CRM 2011 for the past 7 months and we’re [...]
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 [...]
continue reading...Talking CRM With Your Sales Manager
To ensure that sales representatives meet their objectives, your sales manager continually needs information from them about leads and active prospects. Here’s how you can work with your sales manager to find out how CRM can best support sales goals. Your sales manager’s CRM priority: pursuing revenue The sales manager is focused on moving [...]
continue reading...What is XRM – Part 5, Membership Organization Example
In previous blogs, I discussed the concept of XRM (Xtended Relationship Management) which is building unique business applications by leveraging the extensibility of Microsoft Dynamics CRM. I gave examples of companies that have used deployed XRM and how it helped them move their businesses forward. In this installment, I will give an example of a [...]
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