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 ‘Dynamics CRM for Distribution’ Category

Get RMA Functionality within Microsoft Dynamics CRM

We’ve extended the use of Microsoft CRM to include Return Material Authorization (RMA) capabilities! Manufacturing and distribution companies can utilize this new solution to support RMA tracking, process automation, and reporting. Enable your team to effectively manage RMAs to: Leverage product tracking for authorized returns such as replacement, repair or simply un-wanted products Track multiple [...]

continue reading...

A Distribution Client’s Video Testimonial About Microsoft Dynamics CRM Is Worth How Many Thousands of Words?

Clarke Distribution Corp is a distributor of high end kitchen appliances, the most amazing appliances I’ve ever seen in the most gorgeous kitchens I’ve ever seen! You can take a tour of their showroom on the Clarke Web site. Anyway, they agreed to be part of our initiative to collect a variety of client videos [...]

continue reading...

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 [...]

continue reading...

Just Released: Warranty Management and Product Repair through Microsoft CRM

Many of our clients include manufacturing and distribution companies that we’ve worked alongside implementing CRM and ERP solutions. From our work with these companies, it became clear that there was a definite need for a comprehensive warranty management and product repair solution that was capable of supporting these needs.   To address this, Armanino recently [...]

continue reading...

Lean Techniques for Defining CRM Goals

What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line?  Is there a specific business opportunity you want to pursue? Start with no more than ONE or TWO! Too often we meet customers who fail to realize benefits because they bite off more than [...]

continue reading...

Stop Re-pulling Your Marketing Lists and Automate Them!

With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts and contacts. Within Microsoft Dynamics CRM, you [...]

continue reading...

CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we'll keep it mostly in that context but we think the insights apply to solutions from other CRM [...]

continue reading...

Microsoft Dynamics CRM Mobile & Browser Options

Workers today depend more and more on their mobile devices. Microsoft Dynamics CRM includes a mobile CRM module that works with any web-enabled phone or device. This allows Microsoft Dynamics users real-time access to customer information, the opportunity pipeline, leads, marketing and customer service functionality. The Microsoft Dynamics CRM Mobile module is list driven, is [...]

continue reading...

Affiliated Helps Leading Safety Products Distributor Reduce Outstanding Receivables, Increase Productivity by 50% and Improve Customer Service with Microsoft Dynamics CRM

Are you considering Microsoft Dynamics CRM Online but wondering if it really lives up to all the rave reviews? If so, consider the following case study of US SafetyGear, an Ohio-based leading distributor of safety products. Here’s a quick snapshot of how Affiliated helped the company by deploying  Dynamics CRM Online integrated with the company’s Account [...]

continue reading...

Looking to Have Multiple CRM Instances; Why Not Try Dynamics CRM?

Sometimes you may have separate Dynamics CRM installations or instances to help better run your organization. Different departments use CRM software for different reasons. For example, your marketing and sales departments will use it for your customers, suspects and prospects. In order to manage the payroll side for your sales department, Human Resources may use [...]

continue reading...