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International panel of Microsoft Dynamics CRM experts provide reviews, comparisons and opinions to professionals in the CRM software selection process.

 
 

Posts Tagged ‘CRM Marketing’

Maps Add Value to CRM: How Sales Reps Benefit

What do you think of when you think of maps? Vacations, treasure hunts, weather forecasts? Maps do more than display a place or how to get from one place to another. In sales, for example, maps let you visualize and conceptualize spatial relationships more easily than with rows and columns in spreadsheet data. Even better: [...]

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Microsoft Dynamics CRM Upgrade, or Re-Implementation?

We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what's [...]

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3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius  Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for [...]

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The ABCs of CRM: What You Should Know About Activity Based Costing

"The value of an idea lies in the using of it." Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship management) strategy world – Activity [...]

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News from Convergence 2013: What Dynamics CRM Users Should Know

Microsoft presented plenty of Dynamics CRM details, updates, and insights at last week’s Convergence conference, and we wanted to share our thoughts on how this information can be of use to current Dynamics CRM users. MarketingPilot will present Dynamics users with new marketing automation options Microsoft’s acquisition of MarketingPilot brings a broad marketing automation package [...]

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4 Wonderful Things About Convergence 2013

It has been nearly a decade since I attended a Convergence conference, which is Microsoft’s annual get together of users, experts and partners. When I first attended there were hundreds of attendees―this year a record of nearly 12,000 people came in from around the globe!  For existing users and people considering a new business solution, [...]

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Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting. For many organizations, a hub-and-spoke [...]

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Convergence 2013 Schedule Recommendations – IT Professional Track

March 18-21, 2013 | New Orleans, LA  About Convergence  As the premier event for the Microsoft Dynamics Customer and Partner business community, Convergence is where opportunity and innovation meet to deliver real business value. It’s the chance to make key business connections and to discover the full potential of Microsoft Dynamics solutions.  Expo and Microsoft [...]

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CRM for Residential Construction: Building Competitive Advantage with CRM in the Homebuilding Industry

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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