We spent some time with the Microsoft Insurance Vertical team and discussed some of the top technology trends in insurance and how Microsoft CRM (along with Customer Effective: Insurance) helps […]
Articles By: Hitachi Solutions
Microsoft Dynamics CRM Integration Go-Live Checklist
If you are planning to integrate Microsoft Dynamics CRM 2011 with another business application, there are several items which you will want to have in place prior to go-live to […]
Customer Effective Achieves Fifth Consecutive Year on the Inc. 500 | 5000
Customer Effective is excited to announce that we have been named to the annual Inc. 500|5000 list of the nation’s fastest‐growing private companies for the fifth straight year. The magazine’s […]
Microsoft Dynamics CRM Analyst Round-Up, August 2012
Gartner: Microsoft Dynamics CRM 2011 is a Leader, Visionary in Sales Force Automation Gartner’s 2012 Magic Quadrant for Sales force automation (SFA) applications support the automation of sales activities, processes, […]
Deliver More Timely, Proactive Service to High Net Worth Households with Microsoft Dynamics CRM
Recently, I came across a Dow Jones Wealth Management publication entitled “Five CRM Moves You Should Make to Outpace the Market.” The e-book emphasizes how most high net worth (HNW) […]
Email Marketing 202 - Prospect Engagement Programs: Fourth in a Series
In this series, we’re covering email marketing strategy across several dimensions, including Acquisition, Welcome Email, Performance Indicators, Engagement Programs, Program Logic, Cross-Sell and Up-Sell, Re-Engagement, and Email Marketing Platforms. Click […]
Invest in Microsoft Dynamics CRM Today to Outpace the Competition and the Stock Market
“Companies with highly satisfied customers generate superior returns because customer satisfaction is critical for repeat business, and that type of business is usually very profitable. That is, loyal customers tend […]
How To See Your CRM Performance Metrics in Outlook Before You Even Open Your Inbox
The other day I received a question from an Executive Sponsor on one of my CRM projects. We recently had been reviewing and modeling the capabilities of Dashboards in Microsoft […]
Dynamics CRM for Health Plan Administrators - Driving Sales and Controlling Costs
A recent report found that Blue Cross Blue Shield plans' administrative expenses amounted to 9.1% of premiums collected in 2011. For those that have been following the Affordable Care Act's […]
Microsoft Dynamics CRM in the Contact Center: Maintaining Data Quality – Second in Series
Link to first blog in series How do Contact Centers avoid the creation of duplicate data in their Microsoft CRM System, particularly when they have multiple Agents entering data and […]
Microsoft Dynamics CRM Integration Go-Live Checklist
If you are planning to integrate Microsoft Dynamics CRM 2011 with another business application, there are several items which you will want to have in place prior to go-live to […]
Customer Effective Achieves Fifth Consecutive Year on the Inc. 500 | 5000
Customer Effective is excited to announce that we have been named to the annual Inc. 500|5000 list of the nation’s fastest‐growing private companies for the fifth straight year. The magazine’s […]
Microsoft Dynamics CRM Analyst Round-Up, August 2012
Gartner: Microsoft Dynamics CRM 2011 is a Leader, Visionary in Sales Force Automation Gartner’s 2012 Magic Quadrant for Sales force automation (SFA) applications support the automation of sales activities, processes, […]
Deliver More Timely, Proactive Service to High Net Worth Households with Microsoft Dynamics CRM
Recently, I came across a Dow Jones Wealth Management publication entitled “Five CRM Moves You Should Make to Outpace the Market.” The e-book emphasizes how most high net worth (HNW) […]
Email Marketing 202 - Prospect Engagement Programs: Fourth in a Series
In this series, we’re covering email marketing strategy across several dimensions, including Acquisition, Welcome Email, Performance Indicators, Engagement Programs, Program Logic, Cross-Sell and Up-Sell, Re-Engagement, and Email Marketing Platforms. Click […]
Invest in Microsoft Dynamics CRM Today to Outpace the Competition and the Stock Market
“Companies with highly satisfied customers generate superior returns because customer satisfaction is critical for repeat business, and that type of business is usually very profitable. That is, loyal customers tend […]
How To See Your CRM Performance Metrics in Outlook Before You Even Open Your Inbox
The other day I received a question from an Executive Sponsor on one of my CRM projects. We recently had been reviewing and modeling the capabilities of Dashboards in Microsoft […]
Dynamics CRM for Health Plan Administrators - Driving Sales and Controlling Costs
A recent report found that Blue Cross Blue Shield plans' administrative expenses amounted to 9.1% of premiums collected in 2011. For those that have been following the Affordable Care Act's […]
Microsoft Dynamics CRM in the Contact Center: Maintaining Data Quality – Second in Series
Link to first blog in series How do Contact Centers avoid the creation of duplicate data in their Microsoft CRM System, particularly when they have multiple Agents entering data and […]