Setting the Quick Find Search Criteria in CRM 2011
Every second counts when you are on the phone with a customer. If you can’t find their record quickly, the customer starts to lose patience. If the customer loses too much patience you may lose the customer. In CRM 2011 the fastest way to find a record is through Quick Find, which is located on …
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Observing Industry Growth with Microsoft Dynamics CRM
CRM software has come a long way since its inception in 1990. It gives companies insight that they’ve never really had before. If your industry is experiencing growth during this economic shift, CRM software should provide you with proper analysis to stay in front of market changes. Growth is a great thing to undergo as …
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Fresh Perspective for this Holiday Season: Effective Customer Relationship Software Creates Opportunity
As we get caught up in the Holiday spending and chaotic schedules, let’s take a moment to reflect on the opportunity of the Holiday season…if we have a proper customer relationship management tool in place. Whether you’re in the retail or distribution industry, the Holiday season puts a lot of pressure on businesses. You need …
How “De-Coding” Your CRM Software Can Result in Costly Manipulation
We’re much more tech-savvy than we were 20 years ago, but users also demand a more user-friendly and intuitive interface. Otherwise, you can forget about user adoption throughout your organization. If your CRM Software is hard to use and not helpful in the first place, then the investment you made on the software is at …
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A Picture is Worth a Thousand Words: Displaying Contact Pictures in Microsoft Dynamics CRM 2011
When you can put a face to a name, it can make all the difference in developing a relationship. Because you work with people across the country or sometimes across the globe, the personal connection is a little harder to maintain. But we live in a technology world and although we’re miles apart from our customers, …
Should you Customize your CRM Software? When Out-of-the-Box May be Just Right
Additional customizations to your software can mean big bucks, but in some cases it’s absolutely necessary. How do you know if customizations are right for your CRM software? There are many powerful CRM software solutions available that can be successfully implemented right out-of-the-box, including Microsoft Dynamics® CRM. Occasionally, businesses might require a little tweaking of …
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Microsoft’s Cloud Computing Offer Pushes Salesforce.com’s Dreamforce Conference to the Back Burner
Many businesses are reaping the benefits of customer relationship management (CRM) software – software designed to streamline and improve sales, marketing, and other customer relationship building efforts. CRM software has been available for years and competition between software giants Microsoft and Salesforce is tight. Just before Salesforce.com's Dreamforce conference was kicked off, Microsoft offered a …
Top Three Reasons Why Microsoft Dynamics CRM is Better than the Rest
Even though Microsoft Dynamics® CRM is relatively young, it has been established as a robust player in the CRM market. Companies are drawn to it by the familiar user interface of Microsoft Office and Home Windows XP. It’s easy to train employees in and ensure that everyone’s up to speed on how to use it. After all, …
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Just Because Microsoft Dynamics CRM is Available in the Cloud Doesn’t Mean It’s Less Valuable
Now that users can acquire CRM functionality much more easily and affordably online, they tend to de-value the end result. Keep in mind that the same functionality is there creating the same benefits for companies with larger budgets, so take advantage of this opportunity and leverage CRM to the best of its ability. Businesses can’t thrive …
Develop your Memory with Microsoft Dynamics CRM
Have you met those people who can remember everyone’s name in the room? I’m afraid I’ve never been able to do this, but have heard memory can be developed through exercises and practice. Well, Microsoft Dynamics® CRM can help you develop your memory at your business…without all that strenuous work! Imagine if you did know …
