CRM Software Logo

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

 
 

Posts Tagged ‘Customer relationship management’

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 [...]

continue reading...

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 [...]

continue reading...

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 [...]

continue reading...

Microsoft Dynamics CRM Spotlight in Technology Evaluation Centers’ Buyer’s Guide on CRM Systems

Microsoft Dynamics CRM Spotlight in Technology Evaluation Centers’ Buyer’s Guide on CRM Systems Ignify customer OSI Systems, Inc.’s use of Microsoft Dynamics CRM has been cited as an important customer relationship management (CRM) system success story in Technology Evaluation Centers (TEC) CRM Buyer’s Guide for Medium and Large Enterprises. “Microsoft Dynamics CRM is an essential [...]

continue reading...

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 [...]

continue reading...

Make vs. Buy – Making the right decision when extending CRM 2011

Microsoft Dynamics Customer Relationship Management (CRM) 2011 has many built-in tools that allow you to customize your installation to your organization’s requirements.  The included user-friendly customization features, workflows, dialogues and dashboards are powerful ways to shape your CRM environment and the way your users interact with CRM.  But sometimes that isn’t enough.  You need to [...]

continue reading...

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 [...]

continue reading...

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 [...]

continue reading...

Microsoft Dynamics CRM 2011 – Mobility to Empower Your Sales Team

  “Perserverance is a great element of success. If you only knock long enough and loud enough at the gate, you are sure to wake up somebody.” – Henry Wadsworth Longfellow   The last thing you want to hear before walking into your customer’s office is, “Your Company’s service is getting worse and worse by [...]

continue reading...

Update Alert! CRM Online changes from Microsoft

In December, Microsoft started to release an on-line update for Microsoft Dynamics CRM. This roll out will happen automatically, but you must choose in CRM to accept the new changes. Each client will vary on whether they should accept this new CRM Update Rollup 12. Clients that are heavily customized should not accept this Rollup, without a [...]

continue reading...