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Posts Tagged ‘florida microsoft CRM partner’

Improve Customer Relations and Reshape the Customer Experience with Microsoft Dynamics CRM 2011

In today’s turbulent economy, corporate decision-makers are reexamining how they can consistently deliver a more memorable and differentiated customer experience that is more aligned with customers’ needs and ultimately generates profitable top-line growth. Striving to meet and exceed the expectations of the new, digitally savvy, and often fickle consumer in a cost-effective manner is not [...]

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Customer Effective and AssureSign to Present Webinar on February 15 at 2:00pm Eastern

Customer Effective and AssureSign Present: Increase Efficiency. Decrease Cost. With AssureSign for Microsoft Dynamics CRM We are excited to announce a FREE webinar on February 15, 2012 at 2:00pm Eastern Time The webinar will cover topics including: How companies have integrated AssureSign Electronic Signature Technology into Microsoft Dynamics CRM  How to merge your documents with [...]

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Sabert Corporation Uses Scribe to Integrate SAP ERP and Microsoft Dynamics CRM

Customer Effective customer, Sabert Corporation, is using the Scribe Data Integration Platform to connect its SAP ERP system and Microsoft CRM. Sabert is a leader in the food packing industry  and has been increasing sales productivity dramatically over the last three years with Microsoft CRM and is now seeing increased efficiency in its reporting as [...]

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Rely on Microsoft Dynamics CRM to Satisfy Increasing Regulator Compliance Burdens and Investor Due Diligence Requests

As a result of the severe market volatility of 2011, the recent downgrade of the US debt rating, the massive shortfall and bankruptcy of MF Global, and the deepening of the Eurozone debt crisis, today’s Institutional investors are much more risk averse. Investors are clamoring for far greater transparency from their money managers, and thus [...]

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Customer Effective Publishes New Microsoft CRM Customer Success Story for Project with the South Carolina Baptist Convention

Customer Effective has published a new Customer Success Story on our website to highlight the successful project we had with the South Carolina Baptist Convention. Customer Effective partnered with the SC Baptist Convention to help them manage the growing list of people they serve after they realized that their legacy system could not keep up with [...]

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Social Media + CRM Accelerates Customer Service Response, Builds Loyalty

When a customer calls with a complaint or service issue, the conversation is between just your company and the customer. But when the customer goes to Twitter to complain, now you have a potential wildfire to contend with. Ignore it, and the flames spread. Address it, but slowly, your company comes across as apathetic. Answer [...]

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CRM Security Role Design – Consider a Base Role

When designing the security role structure for an organization in CRM it is common for people to create a role for each job title (or a rough equivalent).  While there are indeed implementations that require such a security role structure, it is often overkill.  To simplify the security model it is worth considering a ‘Base’ [...]

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Microsoft Dynamics CRM 4.0 and Silverlight, a Match Made in Heaven!

Silverlight is a Microsoft platform development that allows creation of interactive and user-friendly UI (user interface) easily. It manages graphical animations and videos and gives the developer a lot of rich controls to build advanced UI quickly. This is a perfect fit for CRM users that want to customize or redesign forms and parts of CRM that [...]

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Extending CRM Functionality, No Strings Attached

I find that many people I converse with about Microsoft Dynamics CRM are not using Microsoft’s free Accelerators, or in some cases, never even knew they existed.  I wanted to take a few moments to shed some light on the subject and discuss a few of the free add-ons from Microsoft. CRM Accelerators are a [...]

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