Keep it Simple with CRM to Increase Adoption and Improve Data Quality
Many organizations recognize the value of customer relationship management (CRM) software and understand, at a high-level, the benefits it can bring to an organization. Besides basic contact management functions, modern …
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Rollup Functionality for Custom Entities in MS Dynamics CRM 2011 and MS Dynamics CRM Online
I recently had an interesting situation with one of our clients who wanted to use a custom entity modeled on the Accounts entity to view their customer data. The difference …
Lean Techniques for Defining CRM Goals
What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line? Is there a specific business opportunity you want to …
CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation
We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our …
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Microsoft Dynamics CRM Update
Since the release of Microsoft CRM 2011 and the related update to the 2011 codebase for CRM Online, there has been much written about the feature parity between the Online …
How to Create a Great Customer Experience
Why should companies care about giving their customers a good experience? A friend once told me about a cab driver he'd met who had the experience of driving Bill Clinton. …
Using Microsoft’s Customer Source for Your Dynamics Solution
If you are looking to find training materials, knowledge articles, software upgrades or any other self-support features for your Dynamics solution, then Microsoft’s Customer Source is a great resource that’ll …
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How to Implement CRM as a Process Not a Product: A Vision for a New CRM
In late January I read a blog post by Lars Agger of Habanero Consulting about the launch of a new ERP services company in Vancouver, Canada. The post was discussing the state of ERP …
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