Businesses have clearly recognized the existence of cloud computing, and it would be difficult to find a business where buzzwords like “cloud” and “SaaS” are not being thrown around. But how many businesses are actually using the cloud or at least considering it? According to a Microsoft-sponsored study 39 percent of small to medium-sized businesses [...]
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Microsoft Dynamics CRM Terms You Should Know: Glossary Part 2
This is a continuation of “Microsoft Dynamics CRM Terms You Should Know: Glossary Part 1”. Hopefully it will serve as a useful guide for those who want a deeper understanding of the feature-rich, user-friendly CRM software. These are a few terms you should know and understand when you use Microsoft Dynamics CRM. 7. Customization – [...]
continue reading...Microsoft Dynamics CRM Terms You Should Know: Glossary Part 1
Microsoft Dynamics CRM is very easy to use, and those familiar with the interfaces found in other Microsoft products will not have trouble jumping in and getting started. Nevertheless, to truly harness the power of Dynamics CRM, it helps to know some of the terminology. These are a few terms you should know and understand [...]
continue reading...Pricing Tool to Compare the Cost of Dynamics CRM Online vs. Salesforce.com vs. Oracle CRM OnDemand
If you have ever bought a new car or a new construction home you know that the price on the sticker is usually not the price you actually pay when you walk out the door. The reason? Add on features. All the little extra’s that you need, but did not realize were not part of [...]
continue reading...My Story: What Happened When the Marketing Manager Got Admin Access to the CRM Software System
My Story: What Happened When the Marketing Manager Got Admin Access to the CRM Software System Several years ago I worked at a small Microsoft Dynamics GP partner in Milford, Connecticut. After incessant nagging about the lack of any kind of organized sales and marketing tracking, the owners agreed to buy a Goldmine CRM system [...]
continue reading...Can You Use Microsoft Dynamics CRM on the iPad?
According to an email I received today from a company called Axonom the answer is yes – you can use Microsoft Dynamics CRM on the iPad. I admit that I don’t have first hand experience, the iPad is still on my “wish list”. But for those of you lucky iPad users out there, now you [...]
continue reading...Microsoft Dynamics CRM Named a Leader by Two Independent Research Firms
In a press release on August 4th Microsoft announced that Microsoft Dynamics CRM has garnered recognition as a Leader from two leading independent research firms, Gartner Inc. and Forrester Research Inc. The press release reads: Forrester acknowledged Microsoft Dynamics CRM for offering a flexible customer service solution, earning a Leader position in The Forrester Wave™: CRM [...]
continue reading...How to Quickly Pull Marketing Statistics from Microsoft Dynamics CRM for Your Next Sales Meeting
Less than 24 hours before a big sales meeting my boss told me he wanted me to report on our marketing statistics for the year to date. Yikes – what is an overworked, overstressed, marketing manager like me to do! Two years ago I would have been up all night trying to come up with [...]
continue reading...What is Your Customer Retention Policy? Microsoft Dynamics CRM Can Be the Answer
With all the talk about xRM and the almost unlimited things that today’s CRM systems can do, sometimes we can lose sight of how CRM software can help us with the basics – basic sales and marketing! One of my favorite Microsoft speakers, Doug Adams, suggested a simple question that every company can ask to [...]
continue reading...How To Download Free Accelerators for Microsoft Dynamics CRM
As a Microsoft Dynamics CRM user, I am always looking for ways to use it in new ways to make my life easier. I just found out that Microsoft has been releasing FREE Accelerators for CRM – which are cool little downloads that add new functionality to Dynamics CRM. And did I mention they are free – love that! There are currently 13 accelerators available and I included a brief description of all of them below.
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