With your marketing campaigns comes creative, collateral, and of course marketing lists. Whether you are emailing, calling, or mailing, you need to make sure your marketing lists are up to date. This becomes an extremely tedious task especially when you are working with hundreds and thousands of accounts and contacts. Within Microsoft Dynamics CRM, you [...]
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After several years of challenging market conditions, the residential homebuilding industry seems to have turned a corner and begun to rebound. Firms that have invested in technology to help them drive revenue and margin will be positioned to outperform their competitors as the market returns to health. Implementing an organization-wide CRM platform represents one of [...]
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Dynamics CRM and Microsoft SharePoint are two powerful enterprise applications. Both are built on Microsoft Windows, SQL Server and can integrate with most Microsoft productivity tools like Office and Lync. I am often asked: ”For specific business processes, how is one better than the other? How can I make a good decision on which application [...]
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It doesn’t seem possible that Spring is almost upon us, especially after the Winter Wonderland we experienced here in New England this year! But now that the snow is (almost) in our rear view mirror I wanted to reflect on the busy Winter we had and highlight a few examples of some CRM projects we [...]
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Lack of user adoption is the number-one cause of failed CRM implementations. There are multiple reasons for this, including a lack of diligence identifying and accommodating key business processes, failure to integrate with other key systems, lack of executive sponsorship, and throwing users a curve ball with an unfamiliar interface. This last reason can be [...]
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Now more than ever, new customers are coming to you knowing a good deal about your organization and capabilities. This knowledge gives them the power to set their own expectations for you and how you will interact with them. The best way to exceed these expectations is to empower yourself and your employees with knowledge [...]
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Dynamics CRM 2011 has the ability to effectively manage far more data than just account and contact information as the name might imply. With some basic customization, it can handle data of just about any type, this concept has become known as “xRM” or “Anything” Relationship Management. Existing record types can be tailored to meet [...]
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Have you ever noticed how people and companies are often interconnected in multiple ways? In other words, contacts in your CRM are probably connected to other contacts and companies in not-so-obvious ways. An employee with one company can also be a former employee at another company. And one company can be a customer of another. [...]
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If you’ve been considering Office 365 or Microsoft Dynamics CRM Online, or both, for your organization, I have some exciting news to share. You can now get a Dynamics CRM trial here, or an Office 365 trial here. Both the trials are fully functional and free for 30 days, with absolutely no strings attached. Because these [...]
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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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