Accessing CRM from a mobile device is one one of the hottest topics in CRM today. In a previous blog post, I outlined four choices available today for using Microsoft […]
Articles By: Hitachi Solutions
Join Customer Effective at CRMUG Summit 2012
Please join us at the upcoming CRMUG Summit in Seattle, October 15-18, 2012. Customer Effective will be there in our booth, and we will also be leading five different breakout […]
Is Your Wealth Management Firm Getting the Most Out of Its CRM?
Over the summer, Schwab Advisor Services surveyed over 1,600 Registered Investment Advisors (RIAs) concerning how they are utilizing CRM technology in their business operations. Poll results demonstrate that RIAs have […]
Microsoft Dynamics CRM Roadmap Update from eXtreme CRM 2012
The 2012 version of the Microsoft CRM partner event eXtreme CRM just wrapped up and the buzz-worthy highlight was the announcement of the CRM future roadmap in advance of the […]
Finding Balance in your Microsoft Dynamics CRM 2011 Security Model
I have recently had the privilege to co-author a book about Microsoft Dynamics CRM with some of my fellow Microsoft MVP’s called The CRM Field Guide. The book includes the […]
Better Connect and Cultivate Deeper Relationships with Out-of-Touch Investors with Microsoft Dynamics CRM
InvestmentNews recently shared research from Franklin Templeton that reveals that individual investors are not aware of the bull run that has been going on in the equity markets for the […]
Foster Deeper Relationships with External Referral Sources via Microsoft Dynamics CRM
In my last post on the Customer Effective blog, I highlighted how Microsoft Dynamics CRM can aid firms in the area of tracking internal employee referrals, particularly in the Retail […]
Elevate Your Efficiency and Boost Sales by Automating your Referral Tracking Process with Microsoft CRM
Firms are always looking for ways to generate more referrals for their sales reps. Sales management and marketing executives in particular are always working hard to forge relationships with strategic […]
Microsoft Dynamics CRM in the Call Center: How to Leverage Multiple Source Systems through CRM - Third in Series
First in Series Second in Series Another common challenge in the Contact Center is Customer Service Representatives (CSR’s) having to access multiple systems to get the information they need to […]
Overcome Declining Bank Branch Traffic and Exceed Client Expectations with Microsoft Dynamics CRM
Today, retail bank and credit union customers spend less time in the branch than ever before. The lack of personal face to face interactions with the assigned account officer does […]
Join Customer Effective at CRMUG Summit 2012
Please join us at the upcoming CRMUG Summit in Seattle, October 15-18, 2012. Customer Effective will be there in our booth, and we will also be leading five different breakout […]
Is Your Wealth Management Firm Getting the Most Out of Its CRM?
Over the summer, Schwab Advisor Services surveyed over 1,600 Registered Investment Advisors (RIAs) concerning how they are utilizing CRM technology in their business operations. Poll results demonstrate that RIAs have […]
Microsoft Dynamics CRM Roadmap Update from eXtreme CRM 2012
The 2012 version of the Microsoft CRM partner event eXtreme CRM just wrapped up and the buzz-worthy highlight was the announcement of the CRM future roadmap in advance of the […]
Finding Balance in your Microsoft Dynamics CRM 2011 Security Model
I have recently had the privilege to co-author a book about Microsoft Dynamics CRM with some of my fellow Microsoft MVP’s called The CRM Field Guide. The book includes the […]
Better Connect and Cultivate Deeper Relationships with Out-of-Touch Investors with Microsoft Dynamics CRM
InvestmentNews recently shared research from Franklin Templeton that reveals that individual investors are not aware of the bull run that has been going on in the equity markets for the […]
Foster Deeper Relationships with External Referral Sources via Microsoft Dynamics CRM
In my last post on the Customer Effective blog, I highlighted how Microsoft Dynamics CRM can aid firms in the area of tracking internal employee referrals, particularly in the Retail […]
Elevate Your Efficiency and Boost Sales by Automating your Referral Tracking Process with Microsoft CRM
Firms are always looking for ways to generate more referrals for their sales reps. Sales management and marketing executives in particular are always working hard to forge relationships with strategic […]
Microsoft Dynamics CRM in the Call Center: How to Leverage Multiple Source Systems through CRM - Third in Series
First in Series Second in Series Another common challenge in the Contact Center is Customer Service Representatives (CSR’s) having to access multiple systems to get the information they need to […]
Overcome Declining Bank Branch Traffic and Exceed Client Expectations with Microsoft Dynamics CRM
Today, retail bank and credit union customers spend less time in the branch than ever before. The lack of personal face to face interactions with the assigned account officer does […]