When choosing CRM software you need to know you have a partner who can give you tips and tricks as well as provide guidance and advice in the areas you choose to implement. Our client needed to ensure accurate demographic information on the contact form so we helped them take advantage of the the special relationship [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Partner Arizona’
Managing Security and Information Access in Microsoft Dynamics CRM
Microsoft Dynamics CRM includes a powerful and highly configurable security model that you can use to configure and restrict information access according to your business needs. The on-premise version of Microsoft Dynamics CRM uses Active Directory to manage user accounts and passwords. The online version of Microsoft Dynamics CRM uses Windows Live ID for user [...]
continue reading...Accessing Customer Data with Microsoft Dynamics CRM
How much time do you spend in the course of a day, week, or month looking for demographic, sales, or service information about your customers? Probably more than you think! Microsoft Dynamics CRM provides a default view of the records owned by each user depending on the record type. Users with the customizer role can [...]
continue reading...Out of the Box Reporting with Microsoft Dynamics CRM
You are an executive with a professional services firm and need to establish a sales process which includes timely on demand reporting. Your sales staff is currently using Outlook and Excel to manage their daily sales activities and produce monthly reports for management. In addition to responding quickly to requests for products and services from [...]
continue reading...Does Your Outlook Inbox Have More Than 100 Emails in it? 200?
Are you too busy to read this message? Do you have unanswered voicemails on your phone right now? Let us help you change that. Give us one hour of your time and take charge of your work day. Join Sherwood Systems and Microsoft on August 17th or August 25th at 10:00am PST for a FREE [...]
continue reading...How Would the Tour de France and CRM Work Together?
In the last couple of years I’ve become glued to my television in the early hours of the morning for 3 weeks in July. While getting ready for work, I have one eye on the Tour de France at all times. (Well, almost all times. I obviously can’t watch from the shower.) One of the [...]
continue reading...Forrester: 2010 Software Spending Devoted To Existing Systems More Than Emerging Technologies
I came across this interesting report from industry analyst, Forrester, which talked about the backlog of upgrades for ERP, CRM and industry-specific software waiting to take place in 2010. Efficiency and cost-cutting are still high priorities as we all watch our pennies and look for ways to make technology work harder for us. 2010 will [...]
continue reading...Why Invest in Microsoft Dynamics CRM in a Down Economy?
The past year and half has been a rollercoaster for many of us in the business world. So much uncertainty has caused us to stall our potential growth. Now, with that glimmer of hope that this economy is turning around, what should be your next steps in order to beat out the competition? Forward-looking companies [...]
continue reading...I Want to Believe! CRM In A Challenging Economy
Every time I see the signs of economic recovery, I want to believe. (Yes, Virginia, there is a Santa Claus…) The other day the “Loomis Sayles Portfolio Perspectives” landed on my desk. The headline was “Inside: Economy shows signs of recovery”. Although the report started out pretty gloomy (“During the first nine months of the [...]
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