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Articles By: Ledgeview Partners' CRM Consultants

Ledgeview Partners 's Logo Making 3-Dimensional Charts in Dynamics CRM

With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see.  Do you want to improve the […]

Ledgeview Partners 's Logo A CRM Simplistic Approach - Relative Accuracy

When measuring something, "accuracy" means the difference between a measurement taken by some sort of measuring device and what the actual value is. The “Relative Accuracy” can then be expressed […]

Ledgeview Partners 's Logo The End User CRM Perspective

Not only do I sell Microsoft Dynamics CRM 2011, I am also an end user. As a salesperson, I find that CRM enables me to optimize my sales efforts with […]

Ledgeview Partners 's Logo Creating a Dynamic Newsletter with CRM & ClickDimensions

In today’s business environment, marketing teams are like a lot of other teams, they are trying to do more with less.  As additional marketing outlets become available through the advent […]

Ledgeview Partners 's Logo Data Importing Made Easy with Microsoft Dynamics CRM

Almost every CRM Consulting engagement includes some level of data conversion for our customers.  Most have existing data that needs to be brought into their new CRM; others have ongoing […]

Ledgeview Partners 's Logo Out of the Box or With Some Configuration, Microsoft Dynamics CRM 2011 is a Great Solution

Microsoft Dynamics CRM 2011 is a great product right out of the box.  A company will become more efficient using MS Dynamics CRM without doing any customization.  The product has […]

Ledgeview Partners 's Logo Score New Leads Using CRM 2011 Dialogs

Qualifying leads for sales helps prioritize a salesperson's work to align his/her timing with the lead's timing.  In addition, salespeople are prepped for the call by reviewing the qualified questions […]

Ledgeview Partners 's Logo An Introduction to Activity Feeds for Dynamics CRM 2011

I had a chance to play around with the new Activity Feeds utilities in Dynamics CRM 2011 and while there are some big limitations (see below) and it didn’t go […]

Ledgeview Partners 's Logo Focus on Adoption, Not Functionality in Your CRM Implementation

Perhaps your company has decided to implement Microsoft Dynamics CRM solution for the first time.  More than likely, this decision was driven by a desire to resolve internal information issues, […]

Ledgeview Partners 's Logo It’s Time to Invest in Microsoft Dynamics CRM

In a tight economy, many businesses are holding on purchase decisions, even purchases that could provide immediate benefits.  When every dollar is counted, it is easy to quantify the cost […]