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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 Software’

CRM Tip: Auto-populate calendar and contacts with drop-and-drop feature in CRM

Timesaving tips and tricks are always good news, and CRM has one for you! With a neat drag-and-drop feature, you can drag emails over to your calendar or contacts and it will auto-populate the information! This drag and drop works for tasks and notes too! Follow these easy steps below to learn this efficient trick [...]

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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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CRM at Your Fingertips 24/7 with MOBILE CRM

“He who walks in the middle of the road gets hit from both sides.”  – George P. Schultz  Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question [...]

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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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What Does Your Sales Team Know?

The phone call started like this— Caller: “Hi Ken, I’m <her name is redacted to protect the innocent> and I’m your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year.” Sound familiar? This call was from a local sports team and [...]

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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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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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Crestwood Associates is on our way to Convergence 2013!

Microsoft Convergence 2013 is here! From March 18-21 Microsoft professionals are meetingin New Orleans to attend seminars and keynote speeches and find out about everything new and exciting for Microsoft in 2013. Crestwood Associates’ own John Kazanow and Rick Feterick will be in attendance and are certainly looking forward to it! Feterick has heard there will be [...]

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Infographic: The Top 20 Most Popular CRM Software Solutions

CRM software automates such tasks as contact management, communication tracking and scheduling, and sales forecasting. The size of the CRM industry is now over $10 billion with hundreds of competing offerings. Below is a look at the most popular options as measured by a combination of their total number of customers, users, and social presence. [...]

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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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