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...Posts Tagged ‘New Jersey Microsoft Dynamics Partner’
What You Need to Consider with a Business System Implementations
In the sales process, prospects always ask us how we approach projects and if we think it is best to implement the achieved objective all at once or in a phased approach. Consider this, ERP design is based on business process models tested in the industry. The design includes the mapping of “best fit” model [...]
continue reading...Constant Contact vs CoreMotives: Which Add-on is Better for Customer Tracking?
It seems like everyone interested in email marketing is using Constant Contact and while I agree, it’s a great solution, you could use a tool like CoreMotives and extend your Microsoft Dynamics CRM with email marketing plus much more. Yes, it includes email marketing with tracking features like click-thru rates, bounces, and unsubscribes. But with [...]
continue reading...Microsoft Dynamics CRM Provides Organizations With “End to End” Business Solutions
CRM systems historically managed all aspects of the sales process – from the time a company is identified as a prospect, through their first order with your organization. CRM systems effectively managed everything related to the sales process for an organization in one central place. Microsoft Dynamics changed all that with their CRM system, Microsoft Dynamics CRM. [...]
continue reading...A Sneak Peek at Microsoft Dynamics CRM 2011
We are in the process of gearing up for Sneak Peeks of Microsoft Dynamics CRM 2011 all over the country. Our consultants around the country have been meeting weekly to review many of the enhancements in Dynamics CRM 2011 as we prepare for these events and the upcoming launch of the new product. A couple [...]
continue reading...Microsoft Dynamics CRM vs Industry Specific Solution
An employee benefit consulting firm servicing midsized businesses with 50 to 1,000 employees selected Microsoft Dynamics CRM to support their customer service operations. Customer service is what sets this benefits administrator apart. They had been using a propriety system written in Microsoft Access, managing activity in Microsoft Outlook’s Saved Folders, and saving plan details to [...]
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...Five Reasons To Use Microsoft Dynamics CRM For Your Non-Profit Organization
While attending a recent fund raising event, I ran into a few end-users frustrated with their non-profit fund raising software. The solution met their needs as a small nonprofit, however as the organization grew and required more detailed information, the shortfalls with the system became apparent. The common complaint was the difficulty manipulating the information post-export. [...]
continue reading...Part One: Why CRM Implementations Fail – The Client’s Perspective
Early customer relationship management (CRM) technology was complex, costly and plagued by poor user adoption. Users who did deploy CRM systems reported that projects failed to achieve expected returns on investment (ROI). This post is the first part of a two part series on why CRM implementations have such high failure rates across all industries. [...]
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