If you are considering purchasing a CRM software system, such as Microsoft Dynamics CRM, one of the first questions YOU will ask of your software partner is: How much does CRM software cost? But in order to give you that info, the Dynamics CRM software expert will need to ask several of his own questions [...]
continue reading...Posts Tagged ‘chicago crm partner’
Three Things to Get Excited About in CRM 2011 (aka CRM 5)!
With the tremendous success achieved by Dynamics CRM, many end users and partners alike are anxiously looking forward to the next release of CRM. CRM 2011 (also known as CRM 5) is expected to be released near the end of the 2010 calendar year, with beta versions available in September 2010. The buzz coming from [...]
continue reading...Achieve Customer Satisfaction With Microsoft Dynamics CRM Through Multiple Touch Points
This article caught my eye because it touches on three industries where CRM is key to customer satisfaction. Also, because Crestwood Associates has several customer in each of these industries. Wealth management and private banking division of financial service companies. Computers, peripherals and equipment distribution in the wholsale B2B domain. Patient relationship management in the [...]
continue reading...Microsoft Dynamics CRM 2011 – What’s New?
At the July Microsoft Worldwide Partner Conference, Microsoft demonstrated the new capabilities coming in its next version of its customer relationship management (CRM) solution, Microsoft Dynamics CRM 2011. The new version will have the familiar interface and connected experiences users of the Microsoft Office suite are used to. This release will also integrate with Microsoft [...]
continue reading...Training on Microsoft Dynamics CRM is key to success
Because Microsoft Dynamics CRM is so customizable, flexible and easy to use, many customers implementing Dynamics CRM consider training an afterthought. But training is a continuous process in Dynamics CRM and best if started early in the project and continued during the project all the way to end-user training and after that with continuing education [...]
continue reading...Making the most of your Microsoft Dynamics CRM Opportunities
Let’s say I am a National Sales Manager managing a fairly good sized nationwide sales force of independent agents and direct sales employees. These sales people are of widely varying experience and knowledge with our products and sales processes. While many of the newer sales people are motivated and aggressive, they just don’t have the [...]
continue reading...CRM Synchronicity
“I am interested in purchasing a new CRM system for my sales staff. Do we need off-line capability?” To answer this question you might ask yourself: How often should my sales people be in front of customers? How much of their activities should they document? If your answers are: “as often as possible” and “everything [...]
continue reading...Microsoft CRM Buying Checklist
Crestwood has been implementing Microsoft CRM since its first release almost 7 years ago. We are committed to learning about your industry and studying your specific business practices before clicking into the customization screens. A lot of times we find during our discovery sessions that just talking about the best practices we have uncovered opens [...]
continue reading...Put Microsoft Dynamics CRM Into Action To Increase Profitability
Do you sell products, offer services or both? While CRM initiatives can, and often do, combine sales and service, implementing either a sales or service solution alone is also a valid approach. Here are examples of CRM implemented in medium-sized environments: Sales Sales Reps managed by a VP serving a national company with territories grouped [...]
continue reading...The Importance Of Executive Sponsorship For ERP/CRM Deployments
What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and financial commitments that cannot be determined by functional leads alone. For example, they would approve financial outlays for hardware, [...]
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