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Archive for the ‘Microsoft Dynamics CRM Training’ Category

How to Reap All the Benefits of Microsoft Dynamics CRM: What Could Be Holding You Back?

You’ve gone through the necessary steps to implement a state of the art CRM solution, but you’re not seeing as many benefits as you had planned. What issues could be creeping up that are holding you back? We find a few scenarios that may be the culprit… Companies Set it and Forget It: If you [...]

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Focus on Adoption, Not Functionality in Your CRM Implementation

Perhaps your company has decided to implement Microsoft Dynamics CRM solution for the first time.  More than likely, this decision was driven by a desire to resolve internal information issues, to position your business for new growth and opportunities, or in reaction to changing business/competitive conditions.  Whatever the reason, our CRM consulting experience tells us [...]

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CRM Implementation: 7 Characteristics of a Good Training Plan

When it comes to planning a CRM implementation project, I have learned the importance of two things: 1) create and keep the project scope manageable, and 2) ensure adequate training for all users.  Microsoft Dynamics CRM 2011 is fairly intuitive, especially for anyone that uses Microsoft Office (isn’t that everyone?).  Still, it’s important to invest [...]

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5 Hours of Microsoft Dynamics CRM Training and Information

Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational experience for Microsoft Dynamics CRM clients and [...]

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Microsoft Dynamics CRM: The Environmentally-Friendly Application

When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities.  However, there is another benefit that is often overlooked, and that involves caring for the environment.  Microsoft Dynamics CRM preserves one of nature’s most precious commodities: trees.  It does so [...]

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3 User Productivity Tips in Microsoft Dynamics CRM

Microsoft Dynamics CRM 2011 offers many productivity enhancements. We hope you enjoy these time saving tips. Look for more in future blogs. 1) Bulk Edit Save time in making changes to many records at once using bulk edit. Select multiple account records on a list and click the edit button on the ribbon bar. A [...]

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Need a Lift Getting Your Organization to the Cloud? Consider a CRM Online Starter Package

Are you a small business owner who needs sales force automation but are not sure how to get started? Maybe you experimented with the Dynamics CRM Online Free Trial, but realized you need some help understanding the basics of CRM and applying them to your organization’s needs? Well now you have affordable packages available to [...]

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Dynamics CRM: Improving Customer Relationships in an Over-Connected World

With a fast evolving market, businesses are expected to keep up with all their customers’ needs.  How are you supposed to keep up when there are new channels popping up every day? While your customers are more connected, they may not want to be contacted through all those channels.  The problem now becomes the experience [...]

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CRM Application Training Essential to Overall Success

If you are thinking about implementing CRM, be sure to make time to attend training.  While the product is user friendly and intuitive, having a foundation of training is key to your overall success.   Personally, I’m a fan of classroom training because it allows me the opportunity to interact with the instructor, hear other student’s [...]

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How to Use Microsoft’s Big Easy Offer 2011 and Get Rebate Funds for Microsoft Dynamics CRM

Here are some details on a great promotion from Microsoft for companies that are thinking about buying Microsoft Dynamics CRM licenses*, including a server license and user CALs.  As an example, when I ran the rebate calculator (link below) for a 5-user system of Microsoft Dynamics CRM, the subsidy check would be $1,120.  If you redeemed that [...]

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