Customer relationship management (CRM) solutions have been around for many years and have changed the way sales and customer service operate - from the early days of the Rolodex and databases to the modern times of today’s software-as-a-service (SaaS) giants. While CRM systems are great for organizing information and tracking sales, they do not provide the end …
CRM and Marketing Automation Integration: 3 Key Benefits Read More »
If you have worked at any company long enough to see a new program introduced only to fall flat on its face, despite the promises of ease and riches, then you understand the challenge of user adoption. There are a lot details that an organization needs to get right for CRM or any other software …
User Adoption: Getting the Most Bang for Your Buck Read More »
The Product team at Microsoft has put in a lot of work over the last few years really focusing on the end user to make CRM easier to use and in the process they have been making it, uh, well “prettier” too. In 2013 they did a complete overhaul of the User Interface and every …
Spring 2015: Themes in CRM: Branding and Personalizing Your CRM Read More »
Customer relationship management (CRM) solutions have been around for many years and changed the way sales and customer service operate, from the early days of the Rolodex and databases to the modern times of today’s software-as-a-service (SaaS) giants. While CRM systems are great for organizing information and tracking sales, they do not provide the end …
CRM and Marketing Automation Integration: 3 Key Benefits Read More »
We always leave with a ton of great takeaways and announcements from Microsoft's WPC and this year was no different. 0: number of sails in the new Dynamics logotype. From Monday’s keynote, it was noted that since “Microsoft is the lead brand on all content”, there shall be “no sails” in the logotype. Sail on… 1: …
Microsoft Worldwide Partner Conference by the Numbers – 2015 Edition Read More »
I'm excited to tell you about a new Dynamics CRM podcast by Hitachi Solutions' very own Joel Lindstrom and Shawn Tabor along with George Doubinski, a CRM MVP from Australia. The podcast is called CRM Audio and is a roundtable discussion of all things CRM, including what’s new, best practices, and answers to CRM questions. The podcast …
I have previously blogged on what Unified Service Desk (USD) is, but I didn’t dig much into the “why” and the “when” questions. So this post will focus on those questions. “When should I use it?” We’ll start with the money question, and the answer applies to most orchestration software. USD is best used when you have …
If you use CRM for Tablets or you read the CRM Mobile Survival Guide, you are aware of the great functionality of the Tablet app: Modern design Almost full CRM functionality Support for JavaScript Support for embedded web resources (post CRM 2015) Business Rules Business Process Flow And if you use CRM on your smartphone, …
I recently was asked a question by someone upgrading from CRM 2011 to CRM 2015 who wanted to know if they should implement business process flow or keep using the legacy sales stage field. The majority of our CRM 2013 and 2015 deployments use business process flows for process driven entities like opportunities and cases. …
Dynamics CRM: Should You Use Business Process Flows? Read More »
