Almost every CRM Consulting engagement includes some level of data conversion for our customers. Most have existing data that needs to be brought into their new CRM; others have ongoing data import needs from the trade shows that they attend throughout the year. One of the welcome new features in CRM 2011 comes from the Data [...]
continue reading...Posts Tagged ‘Microsoft Dynamics CRM’
Determining the Right CRM Software Can Be a Chore: One Your Company Depends On
We all have the chores we just hate to do but that are essential to our home and quality of life. Finding the right CRM software can also be a chore, but one that’s essential to the sustainability of your business. It was only a few years back when CRM software wasn’t as widespread and companies [...]
continue reading...CRM and ERP Integration – Really?!
Is the tool your sales professionals use to track and manage their leads, opportunities, and customers in its own silo completely separate from your ERP system? Does your staff have to update two systems anytime a customer changes location or phone numbers? The answer to these questions doesn’t have to be “yes.” Microsoft Dynamics CRM [...]
continue reading...When is it Time to Add CRM to Business Intelligence Software?
Companies are using business intelligence (BI) software to manage financials, accounting, project management, supply chain, and other important elements of running a business. But what about another very important part of your business: your customers? And when is the right time to add customer relationship management (CRM) to your business software? Here are just a [...]
continue reading...Get Ahead of the Curve in 2012: ReadySetGO for Do It Yourself Deployment of Microsoft Dynamics CRM
In the first part of this blog, we shared five tips to help minimize CRM implementation issues and you can do it yourself by taking advantage of ReadySetGO for Microsoft Dynamics® CRM. Our ReadySetGO for Microsoft Dynamics CRM keeps implementations simple, costs manageable and reduces the risk of a failed implementation. This is basically a [...]
continue reading...Get Ahead of the Curve in 2012: 5 Tips for a Successful CRM Implementation
As businesses delve head first into exciting and ambitious goals of another New Year, it’s crucial to start off on the right foot. Enhancing customer relationship management, sales, and marketing plays a key role to ensure your company has a great 2012. We here at The TM Group have five tips to help you optimize [...]
continue reading...A Customer Driven Philosophy Needs a Customer Relationship Management Solution
Customer relationship management is a structured business strategy that sets standards and processes for how an organisation deals with current and potential customers. It is at the core of any company that wishes to embrace a customer driven philosophy. Underlying the business direction is the technology which drives the strategy using CRM software. A successful [...]
continue reading...In-line Editable Grids for Microsoft Dynamics CRM 2011
Save time and reduce clicks For those unfamiliar with editable grids in CRM systems, the concept is similar to Microsoft Excel. Microsoft Excel allows users to create rows, columns and manipulate data fields. Like Excel, editable grids in Microsoft Dynamics CRM is a single screen tool that allows users to add, edit, and delete single [...]
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