Customer Relationship Management (CRM) doesn’t start with CRM software. CRM is a business strategy which uses systems and processes to effectively manage interactions with customers, potential customers, and other contacts. An effective CRM strategy largely comes down to well designed, well implemented, and well run customer facing business processes. In theory, you don’t need software [...]
continue reading...Posts Tagged ‘Workflows’
Enforce Consistency and Streamline Tasks with Prompt and Response Dialogs in Microsoft CRM 2011
The concept of Workflows in Microsoft Dynamics CRM 4.0 has been replaced by the term “Processes” in CRM 2011. Now there are two categories of Processes: 1) Workflows and 2) Dialogs, and both are intended to automate key business processes. Workflows and Dialogs can help automate just a few steps or multiple layers of business [...]
continue reading...The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM
For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product. For those of you who are familiar with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In [...]
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