1. CRM is not a just software
Since CRM plays an important role in corporate strategy, its crucial that you define what it is you hope to capture and report on within the system. Be sure to consider the state of your customer relationship, and consider its effect on all business units and end-users from the [...]
Posts Tagged ‘Microsoft Dynamics CRM’
Top 5 Success Factors For A CRM Implementation
Sales Pipeline: You Can’t Manage What You Don’t Measure
That old management adage rings especially true when it comes to managing sales pipeline. We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity. First off, I’m talking about companies with sales people governed by at least one level [...]
continue reading...How One Company Is Using The Microsoft Dynamics CRM Business Data Auditing Accelerator To Automate Its Approvals Processes
Written by Dan Smith, Altico Advisors
You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities. The CRM accelerators themselves are extremely easy to download and install. Simply import the customization xml file from within [...]
SugarCRM vs. Microsoft Dynamics CRM: Which On-Premise Solution Provides The Most Value?
Lately, I have been seeing more and more of SugarCRM in the marketplace. It makes sense. After all, when money is tight, many organizations look for the lowest upfront cost instead of the product with the greatest long-term ROI. It’s true that SugarCRM Professional and Enterprise have one of the lowest per user licenses costs [...]
continue reading...Marketing Spend Continues To Shift Toward Digital Channels – Track It With Microsoft Dynamics CRM
I love this new digital marketing spend report by ExactTarget – because it validates what we’ve been experiencing in our recent marketing efforts. And more important, as a leading Microsoft Dynamics CRM provider, we know digital marketing is a really hot topic with our clients and prospects. Case in point – The TM Group is sponsoring Vision 2010, a free, educational Microsoft Dynamics conference taking place on March 23rd in Troy, Michigan. Only two weeks out and we have over 200 attendees signed up – our CRM track and digital marketing sessions are especially popular!
continue reading...With Microsoft Dynamics CRM, The ‘C’ In CRM Stands For…. Cat Relationship Management??!!!
Traditionally the ‘C’ in ‘CRM’ stands for Customer. But CRM applications, and in particular Microsoft Dynamics CRM, have evolved in to much more than applications that just manage customers. That’s why the term ‘xRM’ or ‘Anything Relationship Management’ is a better description of what Microsoft Dynamics CRM does.
continue reading...Be Prepared To Serve Your Members In Times Of Crisis With Dynamics CRM
Membership organizations have the opportunity and responsibility to keep the lines of communication with their members open through good times and bad. The way you communicate with your members during a crisis – whether a snowstorm or an earthquake – can build stronger connections or leave your members feeling left out in the cold.
Can you quickly [...]
Avoiding The Top 10 Small Business CRM Mistakes
Choosing and implementing Customer Relationship Management (CRM) solutions can be a resounding success or an unmitigated disaster. Big businesses can ‘afford’ the shock of failure. Small and medium businesses can’t.
To achieve success in selecting and implementing CRM in your small and medium business, pay attention to overcoming the following:
1. You’re Not Sure What You Need: [...]
CRM And Sales Force Automation: It’s A Marriage That Starts With A Sales Strategy.
Through the years I’ve come to appreciate the tremendous impact CRM technology can have on sales operations, but most importantly on the organization as a whole. No matter what your business or industry – you are selling the value your organization brings to the markets you serve. How effectively you do this will directly impact your bottom line. [...]
continue reading...What’s In It For Me? 5 Reasons You Should Attend Convergence If You Are Considering Dynamics CRM
Convergence (April 24-27th in Atlanta) is the premier Microsoft Dynamics event that brings customers, partners, team members and industry experts together. So what does it have to offer someone like you, just looking at Microsoft Dynamics CRM? To be honest, A LOT!
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