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Archive for the ‘Dynamics CRM for Vertical Industries’ Category

Integrate Your Solutions: Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM

Having your business software solutions working together helps your employees share and find data thus increasing their productivity.  Well now there is a way to connect Microsoft Dynamics CRM and your Microsoft Dynamics ERP Solution, whether it is Dynamics AX Axapta, Dynamics GP Great Plains, or Dynamics NAV Navision. The connector is a free tool that [...]

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Microsoft Dynamics CRM – “CRM Anywhere”, Q2 2012 Update Announced

Microsoft’s commitment to accelerated, new feature releases of Microsoft Dynamics CRM every six months is exciting and this “CRM Anywhere” release is a testament to their “more innovation available more frequently” strategy. We were impressed with the November 2011 Service Update (R7) but we wanted to call out some of the anticipated highlights for the [...]

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Wealth Management Firms turn to Microsoft Dynamics CRM 2011 to Amplify their Sales and Service Results

Customer Effective is poised and ready to empower wealth management firms with flexible, scalable, and security-enhanced CRM tools and integrated solutions to grow their business. Customer Effective: FinServ for Wealth Management is our pre-configured Microsoft Dynamics CRM 2011 offering consisting of a full-featured Marketing, Sales, and Service suite tailored to wealth management industry needs. Below [...]

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Customer Effective Announces Microsoft CRM for Health Plans Webinar Series

Customer Effective is excited to announce a Winter Webinar Series for Health Plan Providers. You will see how other Health Plan Organizations are using Microsoft Dynamics CRM to better manage their business. We will show you that CRM is not just a Sales Force Automation tool. Join us for our webinar series and learn how [...]

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CRM for Associations: A New Era in Member Engagement and Revenue Generation

Associations of all sizes are struggling to find new revenue streams and better connect with their members. In fact, many associations are looking beyond the traditional AMS (Association Membership Management) systems for sales, marketing, and service management and in favor of a “CRM for Associations” solution to centralize their marketing, lead, opportunity, and service management [...]

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Rely on Microsoft Dynamics CRM to Satisfy Increasing Regulator Compliance Burdens and Investor Due Diligence Requests

As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of the Eurozone debt crisis, today’s Institutional investors are much more risk averse. Investors are clamoring for far greater transparency from their money managers, and thus [...]

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Out of the Box or With Some Configuration, Microsoft Dynamics CRM 2011 is a Great Solution

Microsoft Dynamics CRM 2011 is a great product right out of the box.  A company will become more efficient using MS Dynamics CRM without doing any customization.  The product has wonderful querying and charting capabilities that allow ad hoc configurations to meet anyone’s individual needs.  And more importantly, right out of the box, CRM has [...]

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Manage Criminal Investigations with Dynamics CRM

The paperwork supporting a criminal investigation, while critical to the case support, can slow down progress and waste valuable time. If you have had to manage the manual and detailed processes supporting evidence management, narrative, case security, crimes codes, and arrest information you know the frustration of spending time on paperwork instead of real work. [...]

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What does the Certified for Microsoft Dynamics Accreditation Really Mean for You?

On this blog you will find contributions from Microsoft ISV partners, such as IPM Global and others who have developed add on products to further enhance the features of Microsoft Dynamics CRM. As Microsoft CRM has been designed in such a way, it enables independent software companies to build their own products on top of [...]

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Employee Benefits Brokers are Innovating with Microsoft Dynamics CRM 2011

The political divide around healthcare legislation coming out of Washington, the never ending rise in healthcare costs, and the mandates around state sponsored health insurance exchanges creates some very unique challenges for Employee Benefits Brokers.  Forward looking benefits brokers are innovating by investing in technology and processes that allow them to better manage their client [...]

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