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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 Customer Service’ Category

Three Ways CRM Software Helps Automate Your Elevator Service Business

While elevators only go up and down, your elevator service business goes in many different directions.  You need to make sure your elevators are working properly and that customers are satisfied, while growing your business.  Provide your team with a tool stronger than what they carry in their toolbox – FieldBoss® with Microsoft Dynamics® CRM.  [...]

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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 [...]

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Faced with Higher Costs, Banks Turn to Microsoft Dynamics CRM

Along with a Starbucks, it is pretty much guaranteed that there are multiple bank branches on every corner in the metropolitan areas across the country. Depending on what part of the U.S. you’re in, the bank brands will differ, but it’s nearly impossible to not run into them in central business districts. A Wall Street [...]

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Designing a Versatile CRM Solution for Financial Service Firms

The benefits of CRM software for financial service firms extend beyond sales and marketing support. These powerful solutions also help you manage your enterprise more effectively, offering flexible and versatile functionality which helps streamline business practices in addition to managing client and customer relationships. However, in order to maximize this versatility, CRM solutions for financial [...]

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Turn Leads into Sales with CRM Software

Making sales isn’t about luck; it’s about finding prospects and knowing your customers.  Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target better prospects, and strengthen customer relationships.  After all, lucky socks don’t find new customers or close sales, you do. How sales professionals go about finding new [...]

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Three Reasons CRM Software Should Be On Your Wish List

More and more businesses are planning to implement customer relationship management (CRM) software this year according to a recent Gartner survey (http://www.gartner.com/newsroom/id/2358015). Reasons for using CRM solutions point to the need to find new prospects and generate loyalty with existing customers.  According to Gartner, mobility is another driving factor for CRM spending.  This survey finding [...]

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Oklahoma City Thunder Reaches The Hearts of Basketball Fans Using Microsoft Dynamics CRM

What makes client relationship management special for The Oklahoma City Thunder pro basketball team? During an interview at Convergence 2013 Scott Loft, VP Ticket Sales, Retention, and Database Operations for The Oklahoma City Thunder said: “We don’t treat our fans like a seat number… We want to create genuine meaningful relationships. We want our fans [...]

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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 [...]

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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 [...]

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Convergence 2013 Schedule Recommendations – IT Professional Track

March 18-21, 2013 | New Orleans, LA  About Convergence  As the premier event for the Microsoft Dynamics Customer and Partner business community, Convergence is where opportunity and innovation meet to deliver real business value. It’s the chance to make key business connections and to discover the full potential of Microsoft Dynamics solutions.  Expo and Microsoft [...]

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