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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’

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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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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Microsoft Dynamics CRM Top Three Discoveries from Convergence

The three most interesting things I saw at Microsoft’s Convergence Conference related to Microsoft Dynamics CRM were Bing Maps for Enterprise Integration, Netbreeze’s social CRM, and MarketingPilot. Netbreeze and MarketingPilot were both acquired by Microsoft.  One of the things that we have been asked for frequently by prospective Microsoft Dynamics CRM clients is the ability [...]

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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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How Many Companies Use Microsoft Dynamics CRM?

A question that many people ask when evaluating Microsoft Dynamics CRM is, “How many companies are using Microsoft Dynamics?” Here is the official count from Convergence 2013. Microsoft Dynamics® CRM 39,000 companies with 3 million users Microsoft Dynamics GP has seen 30% year over year growth. Microsoft Dynamics CRM was released in 2002. Much later [...]

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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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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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CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company focuses on Microsoft CRM so naturally we’ll keep it mostly in that context but we think the insights apply to solutions from other CRM [...]

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My Favorite CRM Button

With all the great functionality packed into Dynamics CRM, I realized the other day that I have one favorite. This gem of functionality can be unleashed with one little button. It’s not a button that controls some great fancy customization we created (although we have a few of those). It is a simple little button [...]

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