Thanks to the ease of adding web pages and scripts to forms and dashboards in Microsoft Dynamics CRM 2011, I was recently able to quickly create a Market Monitor Dashboard. The goal was to be able to surface relevant data inside the tool I use all day (CRM), without having to flip to other systems. [...]
continue reading...Archive for the ‘Dynamics CRM for Vertical Industries’ Category
Become More Customer-Loyalty Focused With Microsoft CRM
Due to mounting competition and increasing client acquisition costs, extending customer loyalty is extremely important in today’s business environment. Compared to trying to penetrate new markets and find brand new customers, it is much easier to cross-sell, upsell, and retain existing highly satisfied clients. Companies committed to earning and maintaining customer loyalty will definitely experience [...]
continue reading...CRM for the construction industry: a real world example of project management and Microsoft Dynamics CRM working together in Alaska
In my last post, I talked about how the Microsoft Dynamics CRM platform provides a foundation for building a software solution that is right for your business. Today I want to elaborate a little on that and provide you with a real life example of how the flexibility of Microsoft Dynamics CRM has helped the [...]
continue reading...Upcoming Webinar: How Wealth Management Firms Use Microsoft CRM to Grow their Advisory Business
Bloomberg BusinessWeek reports that 2011 was the fifth year in a row in which investors withdrew more money from U.S. equity funds than they deposited. In fact, withdrawals for last year totaled $135 billion, which was second only to 2008. Despite U.S. stocks having increased 99 percent over the past three years as of its [...]
continue reading...Private Equity Shops Rely on CRM 2011 to Improve Operational Efficiencies and Overcome Rising Scrutiny
The private equity industry now has over $1 trillion in total assets under management according to the New York Times. Despite its vast size and influence, the industry is being forced to adjust to an extremely challenging environment, even excluding any mention of it in the context of a presidential election. Unlike prior years, today’s [...]
continue reading...Keeping Up with Personal Relationships to Win Deals with Customer Effective: Private Equity for Microsoft Dynamics CRM
Sourcing deals is the key to success in Private Equity. And apparently, personal relationships are the key to sourcing deals. A recent LexisNexis survey reveled that 78% of PE professionals surveyed said they used personal relationships to source deals ‘a number of times’, ‘frequently’, or ‘very often’. The report goes on to say: With competition [...]
continue reading...Microsoft Dynamics CRM Provides Maximum Sales Visibility for High-Tech Manufacturers
In a fast-paced competitive market, companies that can achieve widespread market penetration with their product can gain a significant advantage over the competition. To achieve that widespread penetration with its inkjet printers, Roland DGA relies on an expansive network of 300 + dealers serving the United States, Canada, Mexico, the Caribbean, Central America and South America. [...]
continue reading...Segment and Convert Investor Prospects into Limited Partners with Microsoft Dynamics CRM
Ernst & Young recently reported that halfway through 2011, private equity activity decelerated due to the European debt crisis, the U.S. deficit reduction gridlock, and increasing worry about the slow global economic recovery. Overall for the year, the total number of deals came in at 914, which was a decline of just 1%. Additionally, Ernst [...]
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