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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 ‘Social CRM’ Category

Business Application and Technology Trends in CRM Software

ISM Reports the Latest Business Applications and Technology Trends in CRM Software   Barton Goldenberg, ISM’s founder and president, is a respected author, columnist, speaker and industry leader, including being one of the first three inductees in the CRM Hall of Fame. On Tuesday, May 21, 2013, Goldenberg’s ISM released its 2013 Top 15 CRM [...]

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How Microsoft Dynamics CRM Will Use MarketingPilot, Netbreeze, and Yammer to Support the New Customer

Customer buying cycles are radically changing, and CRM software has to evolve to keep up. In an interview at Convergence 2013, Seth Patton, Senior Director of Marketing for Microsoft Dynamics CRM gave his thoughts on customer buying trends, the changing role of marketing, and how Microsoft Dynamics CRM plans to embrace these changes with the [...]

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2 Keys to Optimizing CRM for Your Organization

When implementing a new CRM system, the same questions always seem to arise. First and foremost clients want to know: “What type of staffing resources do I need to manage my new system?”  That question is almost always followed by: “What skills are necessary for an administrator to succeed?”   Optimization for your company Obviously, [...]

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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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The Impact of Local Government Using Microsoft Dynamics CRM as Citizen Relationship Management

Several years ago, the State of Illinois decided to release 2000 prison inmates. Within 24 hours a bunch of them proceeded to “rape and pillage” the city. The local government needed a scapegoat, a bunch of lawyers were brought in and where did they decide to place the blame? The computer systems! They were using an old IDMS database built in the 1980s. The verdict was that the decision makers simply did not have enough data on the inmates, so they chose the wrong ones to release.

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Microsoft Enables Effective Customer Engagement

In the opening keynote address of the annual Convergence event, the focus was on uniting with customers – both Microsoft’s commitment to be “in this together” with their customers and the tools they were introducing to help Microsoft Dynamics users connect with their own customers. In a press release that coincided with the keynote, Microsoft [...]

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Harnessing the Power of Social Media to Keep Your Customers Happy

During the past 10 years, social media has evolved from multiple "person to person" meeting sites to a viable business channel for organizations of all types and sizes. Whether you operate a B2C or a B2B organization, social media is not only a powerful marketing tool, but it is equally critical for delivering effective customer service [...]

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B2B Marketing To-Do List for 2013

As we approach the beginning of a new year, it's important as profesisonal marketers to reflect on what we were able to accomplish in 2012, where our marketing team could have performed better, and what tools, processes, and initiatives we can undertake in 2013 to perform at a higher level. I compiled what is, in [...]

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Pre-defined Sales Processes Come to Microsoft Dynamics 2012

Microsoft Dynamics CRM has always bundled in some templates and other workflows. For the update to Dynamics CRM 2012, there are powerful pre-defined workflows for sales processes. Specifically, the Dynamics team has included three workflows for lead, opportunity, and sales management. Of course, you will still be able to customize these built-in workflows, but what [...]

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