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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 ‘Dynamics CRM Implementation Tips’

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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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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4 Reasons Why CRM Implementations Can (But Shouldn’t) Fail

In working with hundreds of our clients over the years, we have learned many lessons related to implementing Microsoft Dynamics CRM. One of the most crucial elements to successfully deploying and using a new CRM system is making sure that the system supports your organization’s specific sales processes. We have heard many horror stories about [...]

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First Hand Account from a New User: Microsoft Dynamics CRM

 There’s a popular saying that has been made famous by many people including the cynical character, Dr. Kelso, on the TV show Scrubs: “nothing worth having comes easy”. However, I beg to differ. About a month ago I started working as a Marketing Assistant for Altico Advisors, a Microsoft Gold Partner specializing in Microsoft Dynamics [...]

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Using Microsoft Dynamics CRM is the Key for Communication

A Speech Pathology, Educational Therapy and Orofacial Myology agency was in desperate need of maximizing their use of their existing Microsoft Dynamics CRM implementation.  The platform was mildly configured, but they knew they should be getting more out of their CRM system. They were referred to The TM Group by an independent software vendor and [...]

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How to Select a CRM Implementation Partner

Choosing the right partner for your Microsoft CRM implementation is crucial, but with so many resources out there, finding the one best suited to your needs can be difficult. That means it is very important to do research before you select a partner. These 4 tips can help: Check the Partner’s experience. Make sure they [...]

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Microsoft Dynamics CRM + Broadlook = The Perfect Match (Part 2)

In our earlier blog we wrote about Broadlook’s phenomenal Contact Capture tool. Now I’d like to tell you about Broadlook’s Profiler tool which I think is  even cooler than Contact Capture.  Broadlook’s Profiler will  mine data  information for you from the internet so you can ensure you have accurate company and contact information for your leads.  [...]

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Enhancing Microsoft Dynamics CRM User Experience by Tweaking Internet Explorer

As it is said in Sales that, ‘First impression makes a lasting impression’ the same is true with Microsoft Dynamics CRM user experience.  There are many ways that one can configure Microsoft Dynamics CRM, but it is how the end user perceives the CRM application that will determine the user adoption rate and eventually the success [...]

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