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Articles By: Ledgeview Partners' CRM Consultants

Ledgeview Partners 's Logo CRM Implementation: 7 Characteristics of a Good Training Plan

When it comes to planning a CRM implementation project, I have learned the importance of two things: 1) create and keep the project scope manageable, and 2) ensure adequate training […]

Ledgeview Partners 's Logo Using Multiple Forms to Create Record-Centric Dashboards in CRM 2011

As the lead developer for our Energy Distribution CRM vertical solution, I’ve been creating a lot of analytics and in Microsoft Dynamics CRM 2011 that involves making a lot of […]

Ledgeview Partners 's Logo 8 Tips for Using Microsoft Dynamics CRM 2011 Data Security to Its Full Potential

So you have decided to purchase Microsoft Dynamics CRM, congratulations! The next key step is to find a Microsoft CRM gold certified partner, if you haven’t found one already. Implementations […]

Ledgeview Partners 's Logo CRM is More Than a Buzz Word

CRM is a simple concept: it’s the process by which you track all customer, prospect, or lead touches and use that information to make better decisions about how to serve them.  […]

Ledgeview Partners 's Logo CRM 2011 Brings an Opportunity in Opportunities

Over the past few months, our articles have continued to praise Microsoft for the myriad of improvements that they’ve made in CRM 2011, and this one will be no different.  It’s not […]

Ledgeview Partners 's Logo The Future in the Energy Industry is Looking Brighter with CRM 2011

Microsoft Dynamics CRM 2011 is a great product right out of the box.  Many companies are able to become more efficient using MS Dynamics CRM without doing any customization while […]

Ledgeview Partners 's Logo Are You Getting the Most Out of Your CRM?

There are so many capabilities within Microsoft Dynamics CRM that provide benefits which have a direct impact on a company’s profitability.  What are these benefits, and how can your company […]

Ledgeview Partners 's Logo Microsoft Dynamics CRM 2011 Makes Me Faster

Working with customers every day, I hear the same request over and over again.  “Is there any way I can do that quicker?” or “That’s just another click of the […]

Ledgeview Partners 's Logo Another Simple Example of Why I Like Microsoft Dynamics CRM

As I’ve blogged in the past, one of the things I like most about my job is that each customer discussion is a wonderful opportunity to learn something new about […]

Ledgeview Partners 's Logo Microsoft Dynamics CRM – Beyond Managing Customer Relationships

Customer Relationship Management, or “CRM”, started out primarily as an organized way to manage your contacts.  It was a concept long before a toolset, that later evolved into robust applications […]