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Posts Tagged ‘Microsoft Dynamics CRM 2011’

Using Global Variables in a CRM 2011 Plug-In

The CRM 2011 SDK states the following: Note For improved performance, Microsoft Dynamics CRM caches plug-in instances. The plug-in’s Execute method should be written to be stateless because the constructor is not called for every invocation of the plug-in. In addition, multiple threads could be running the plug-in at the same time. All per invocation [...]

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3 Key Tips for Improving “New Lead” Tracking Processes in Microsoft Dynamics CRM

“The superior man is modest in his speech, but excels in his actions.” – Confucius  Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for [...]

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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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My First CRM 2011 Workflow

I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it when I can make repetitive tasks automatic, or give myself an automatic heads-up or reminder. For my first workflow, I just wanted to know whenever [...]

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MOMENTUM 2013: CRM – Engaging a 360° View

If you attend only one CRM conference this year, let this be it.  This ½ day, incredibly affordable event is jam-packed with critical strategies, practical and actionable knowledge, implementation tools, tips, tricks and much more. Presented by an all-star cast of presenters, this event brings together business and marketing leaders, sharing a unified vision for [...]

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Streamlining the Sales Team Processes with Microsoft Dynamics CRM

A thriving and very active employment resource firm was experiencing some major obstacles and issues regarding their existing customer relationship software.  Having been on SalesForce.com for almost seven years, it was clearly evident they needed a more user-friendly CRM program. This company turned to The TM Group because of our sterling reputation for our results-driven [...]

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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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Miami Marlins Chooses Green Beacon Solutions for CRM Upgrade

Marlins will leverage Green Beacon Solutions’ expertise to deliver greater marketing and sales ROI by upgrading to Microsoft Dynamics CRM 2011  Green Beacon Solutions, a leading provider of Microsoft Dynamics® customer relationship management (CRM) and enterprise resource planning (ERP) solutions and business technology consulting and managed services, today announced that they have been selected by [...]

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Event Managers: Hit a Home Run with Microsoft Dynamics CRM

One of the most important skills an Event Manager must possess is organization. However, organization alone is not enough in the rapid business environment we all live in. In addition, having the right resources in place can make a world of difference. One such resource is an event management system.  Whether planning a local breakfast event [...]

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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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