Dynamics CRM is fun. That’s Right F U N! - Selling it, using it, customizing it, and exploring all the possibilities! What is fun about selling Dynamics CRM? That answer is simple: watching future users who have come into a demo with a preconceived notion of what a CRM has available from their days with …
Articles By: Meritide
How to Customize Dynamics CRM Software to Fit Your Needs as a User
Users who need to use CRM but do not have specific ownership or roles related to the entities may have difficulty syncing them in a useful way. When the choice is only their personally owned records, a filtered list based on attributes, or all records, it may not provide them what they need in their …
How to Customize Dynamics CRM Software to Fit Your Needs as a User Read More »
xRM - Managing Relationships With Business Software
Relationships Beyond Sales Business relationships and contact management related to sales, marketing and sales related customer service have always had a home in standard CRM packages and for the most part, the pitch for traditional CRM has focused on those areas. Today’s CRM systems now have more flexibility and extensibility that can be applied to …
xRM - Managing Relationships With Business Software Read More »
Is xRM Your Next Move From Access Or Filemaker?
Application frameworks like xRM and Microsoft SharePoint can provide robust custom built applications that will meet any requirement you can provide in Access or FileMaker Pro. You will get the added value of integration with other Microsoft productivity applications and familiar outlook or web based interfaces to increase your ROI, ease of use and user …
4 Reasons You’re Going Straight To “CRM Hell” And How To Get Back On The Right Path
Please, don’t go to CRM Hell. It’s a very time consuming and expensive place to be. Going to CRM Hell doesn’t happen overnight; it’s a grudgingly slow, very expensive and extremely painful process. The scary part? If you don't know the warning signs, It's incredibly hard to notice you’re going to CRM Hell until it …
4 Reasons You’re Going Straight To “CRM Hell” And How To Get Back On The Right Path Read More »
Microsoft Dynamics CRM Online - Quick And Easy
Microsoft has brought a great product to market with Dynamics CRM. The CRM marketplace has traditionally been fraught with failed offerings, stalled implementations and troublesome products. With Dynamics CRM, Microsoft has created a robust CRM solution that works well out of the box, but more importantly is straightforward to customize. There are two versions of the …
How to Customize Dynamics CRM Software to Fit Your Needs as a User
Users who need to use CRM but do not have specific ownership or roles related to the entities may have difficulty syncing them in a useful way. When the choice is only their personally owned records, a filtered list based on attributes, or all records, it may not provide them what they need in their …
How to Customize Dynamics CRM Software to Fit Your Needs as a User Read More »
xRM - Managing Relationships With Business Software
Relationships Beyond Sales Business relationships and contact management related to sales, marketing and sales related customer service have always had a home in standard CRM packages and for the most part, the pitch for traditional CRM has focused on those areas. Today’s CRM systems now have more flexibility and extensibility that can be applied to …
xRM - Managing Relationships With Business Software Read More »
Is xRM Your Next Move From Access Or Filemaker?
Application frameworks like xRM and Microsoft SharePoint can provide robust custom built applications that will meet any requirement you can provide in Access or FileMaker Pro. You will get the added value of integration with other Microsoft productivity applications and familiar outlook or web based interfaces to increase your ROI, ease of use and user …
4 Reasons You’re Going Straight To “CRM Hell” And How To Get Back On The Right Path
Please, don’t go to CRM Hell. It’s a very time consuming and expensive place to be. Going to CRM Hell doesn’t happen overnight; it’s a grudgingly slow, very expensive and extremely painful process. The scary part? If you don't know the warning signs, It's incredibly hard to notice you’re going to CRM Hell until it …
4 Reasons You’re Going Straight To “CRM Hell” And How To Get Back On The Right Path Read More »
Microsoft Dynamics CRM Online - Quick And Easy
Microsoft has brought a great product to market with Dynamics CRM. The CRM marketplace has traditionally been fraught with failed offerings, stalled implementations and troublesome products. With Dynamics CRM, Microsoft has created a robust CRM solution that works well out of the box, but more importantly is straightforward to customize. There are two versions of the …