Mobile Express for Microsoft Dynamics CRM enables access to Microsoft Dynamics CRM data in a Web browser on a mobile device. The concept that Mobile express was only for read-only access has now been pulverized with Microsoft Dynamics CRM 2011. The user can now create accounts, contacts, opportunities, tasks, phone calls, including access custom entities and [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM Partner in Minnesota’
Effective Customer Segmentation Helps Move Sales Quickly Through Cycle
I was invited on-site to meet with a new client’s marketing department and hear about their challenges with customer segmentation. They are an international distribution company, headquartered in Philadelphia, PA, implementing Microsoft Dynamics CRM. They have two challenges with customer segmentation: How do they identify up-sell and cross-sell opportunities within their existing customer base? How do they identify [...]
continue reading...What CRM Means to Government Agencies
I often get this question from people “What is CRM? What does it really do?” It is a tough question to answer. It is easy to say that it can help sales and marketing. But when I look at our client success stories, it is so much more than just a sales and marketing application. [...]
continue reading...Four Objectives to Address for CRM Success
I have had the pleasure of presenting “Sneak Peeks” of Dynamics CRM 2011 across the country the last few weeks. At each event, I get more excited about the upcoming launch of CRM 2011. At each event, there has been a mix of current Dynamics CRM users and people evaluating CRM. Today, the entire event [...]
continue reading...Not-for-Profit Organization Moves from Grant Program to Microsoft Dynamics™ CRM
A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization. Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before [...]
continue reading...CRM At Work In The Real World
Hi, Joe CRM here from PowerObjects. I wanted to share with you a great success story one of our clients, Nonin, a leading medical device manufacturer, had with their implementation of Microsoft Dynamics CRM. It’s a great example of how a growing company who invested in CRM technology really improved operational processes and sales efficiency and strengthened their position in the [...]
continue reading...How to Customize Dynamics CRM Software to Fit Your Needs as a User
Users who need to use CRM but do not have specific ownership or roles related to the entities may have difficulty syncing them in a useful way. When the choice is only their personally owned records, a filtered list based on attributes, or all records, it may not provide them what they need in their [...]
continue reading...Are You Attending Microsoft Dynamics Convergence 2010?
4 great business reasons your boss should send you to Microsoft Dynamics Convergence 2010!
continue reading...Wealth Management Firms Choose Microsoft Dynamics
As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.
continue reading...Microsoft XRM: The Holiday Gift That Keeps on Giving
Discover how Microsoft XRM, the evolution of Microsoft Dynamics™ CRM, can help organizations manage nearly all business-critical applications by watching this video available on the InterDyn BMI site.
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