Sometimes the hardest part of getting a CRM project off the ground is simply convincing executives and users what CRM can do. Products like Microsoft Dynamics CRM are designed to be a platform and tailored to fit the unique needs of an organization. That means it is sometimes difficult for people to conceptualize exactly how CRM [...]
continue reading...Posts Tagged ‘XRM’
Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM
Understanding the need for your Sales and Marketing teams to be aligned requires the ability to look at your organization with a critical eye and acknowledge the fact that there are flaws in your structure. Accepting that your Sales and Marketings teams are not aligned opens you to correcting the problem and better enables your teams to identify any potential for lost revenue.
continue reading...Evaluating CRM Software? 10 Questions to Help You Shortlist the Right CRM Solutions
When you’re investigating possible CRM software solutions for your business, there’s quite a variety to choose from. These range from freeware and open-source contact management applications, right through to commercial mid-market and enterprise level CRM systems. So where do you start? Creating a shortlist of potential CRM solutions will make the selection process more manageable. [...]
continue reading...Trade Funds Management Application Using Microsoft Dynamics CRM 2011
Consumer Products Good (CPG) Manufacturers set up Trade Funds each year to account for the millions of dollars that are spent promoting their products with food, drug, mass and club class of trade retailers. One only has to bring up the term “Trade Funds” with a senior or regional sales manager to elicit a cringe [...]
continue reading...Get Your Inbox (And Your Project!) Under Control With Automatic Email Filing
As you’ve probably seen from many of the other posts on this blog, Microsoft Dynamics CRM is a customer relationship management system that can help you with sales leads, telemarketing dialogues, and other marketing functions. So how does an application like that help project managers in the construction game stay organized and in control of [...]
continue reading...xRM and SharePoint: Bridging the Gap Between Collaboration and Task Work
One of today’s greatest business challenges is how to be more customized, more rapid, and more engaged with your customers while still driving down transaction costs and associated overheads. Solving this challenge means enabling more productive alignment of sales and marketing with the management of vendors, customers, and orders, or in IT terms, improving the [...]
continue reading...Project Managers are Enjoying the Benefits of Microsoft xRM Too
There’s no denying that the buzz around Microsoft xRM is growing in momentum as more organizations are reaping the benefits of customized software solutions built on the Microsoft CRM platform. This approach has been taken by a number of organizations in the Architecture, Engineering, and Construction (AEC) industries who are using IPM, an industry specific project [...]
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...Salesforce.com Troubles with Microsoft Outlook
The story continues A lot of people in the CRM world have been anxiously watching the struggle Salesforce.com is going through integrating with the widely used e-mail application, Microsoft Outlook. Most of those people are Salesforce.com customers—Microsoft Dynamics CRM customers don’t have that anxiety because it figures Microsoft would know how to integrate with their [...]
continue reading...Microsoft Dynamics Helps Agency Manage Application Process
Yes you know CRM systems for sales and marketing functions but Microsoft Dynamics CRM is being implemented throughout organizations in many non-traditional functions. In one case, a New Jersey government agency implemented Microsoft Dynamics™ CRM to manage its application management process. The agency runs a financial assistance program for New Jersey families whose children have an illness or [...]
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