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Posts Tagged ‘CRM integration’

Agile Thoughts for the Dynamic CRM Implementation

Working for a business that implements a brisk volume of accounting and CRM systems, it’s clear that there are significant differences in how these systems are developed and rolled out. These differences are seen throughout the entire implementation process from design and development to go-live. Understanding how they differ may provide insight on the best [...]

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Microsoft Dynamics CRM – Beyond Managing Customer Relationships

Customer Relationship Management, or “CRM”, started out primarily as an organized way to manage your contacts.  It was a concept long before a toolset, that later evolved into robust applications to help manage customer relationships and provide support for the Sales, Marketing, and Customer Service functions.  Microsoft Dynamics CRM is a sophisticated and powerful tool [...]

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Dynamics CRM: Where is the Data and Who Owns It?

During one of our recent implementations at a large, prestigious Nonprofit organization, our counterpart at the organization was reviewing the data that was being converted to the new system, Dynamics CRM. She told us that she was concerned because the member data that needed to be imported was not up-to-date. As it turns out, most [...]

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Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM

Understanding the need for your Sales and Marketing teams to be aligned requires the ability to look at your organization with a critical eye and acknowledge the fact that there are flaws in your structure. Accepting that your Sales and Marketings teams are not aligned opens you to correcting the problem and better enables your teams to identify any potential for lost revenue.

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Microsoft Dynamics CRM Simplifies Moving to the Cloud

With Microsoft’s release of CRM Online, shifting a Customer Management System to cloud computing is becoming a more viable option for organizations. Though the task may seem overwhelming to some, companies can feel good about the switch thanks to two more solutions from Microsoft.

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Advantages of Email Marketing Integration in Microsoft Dynamics CRM

There are many advantages to integrating your email marketing efforts with your CRM database. By synchronizing your email marketing data with your CRM system, you’ll be improving communication, customer relations and company efficiency.

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CRM Extending to xRM: 6 Common Examples of xRM Deployments

Brief Description: While CRM stands for Customer relationship management, xRM stands for anything relation-ship management and is the idea that Microsoft Dynamic CRM can be used as a platform from which to extend other applications that manage relationships beyond the standard “customer” definition. xRM is just a concept or a business strategy, not a product. [...]

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Who Else Wants a Way to Display Sales Data in CRM Without Doing a Sales Integration?

Well here is the way to have your customers and your numbers too. Iframes.

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Switching from Salesforce.com to Microsoft Dynamics CRM? A CRM Data Migration Option for Making Sure Your Notes and Documents Come Over Too

If your company is switching from Salesforce.com to Microsoft Dynamics CRM (and there are plenty of excellent reasons to do so!), you are going to want the best options for data conversion.   Just ask any sales person if he or she wants their notes and documents to come over too;  the answer will probably be [...]

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Salesforce.com’s Inability to Integrate Their Service with Microsoft Outlook 2010

Whenever I read a news story about a horrific event or a devastating natural disaster, my heart goes out to the victims of the tragedy. At the same time, deep down, I’m thinking “Whew! At least it didn’t happen to me.” Although there were no bombings or earthquakes involved, I had a somewhat similar experience [...]

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