OTT, Inc.

The right customer relationship management (CRM) solution is much more than a fancy rolodex or a repository for important customer data.  It can strengthen communication and collaboration between your marketing and sales team, as well as provide valuable insight into your marketing and sales efforts.  If you have been considering introducing a CRM solution to …

Customer Relationship Management (CRM) is More Than a Fancy Rolodex Read More »

In December, Microsoft started to release an on-line update for Microsoft Dynamics CRM. This roll out will happen automatically, but you must choose in CRM to accept the new changes. Each client will vary on whether they should accept this new CRM Update Rollup 12. Clients that are heavily customized should not accept this Rollup, without a …

Update Alert! CRM Online changes from Microsoft Read More »

Nonprofit organizations today exist to serve their “Constituents”, which generally fall into two groups: “Recipients”, who are the beneficiaries of the services provided by the nonprofit organization, and “Supporters”, who are those that invest their time and treasure so the nonprofit may succeed in its mission. Managing complex relationships with members of each group and …

Managing Nonprofit Constituent Relationships Read More »

In addition to the flexibility Microsoft Dynamics CRM offers in managing any information that is important to your organization as an xRM platform, Microsoft Dynamics CRM 2011 offers a ton of new features that allow users to personalize CRM for themselves. Here are 5 new Microsoft Dynamics CRM 2011 personalization features that we believe everyone …

Personalize Your CRM Experience with Microsoft Dynamics CRM 2011 Read More »

Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented at OTT, Inc.’s 2011 Summit, on Monday, November 14, 2011! OTT, Inc.’s annual Summit delivers a unique educational experience for Microsoft Dynamics CRM clients and …

5 Hours of Microsoft Dynamics CRM Training and Information Read More »

One of the best features of Microsoft Dynamics CRM 2011 is its ability to fulfill functions that were not designed out of the box, a concept known in the CRM community as “xRM”. One such potential function is project management. Maintaining some project-level information in CRM can be incredibly valuable, especially if you are already …

Using Microsoft Dynamics CRM for Project Management Read More »

So you’ve gone through the long and difficult process of finding the best solution for your company from a technological standpoint, and you are ready to implement a CRM system. Or are you? How will you ensure that the investment your company is about to make will have a meaningful and positive impact on your …

Successfully Rolling out a Customer Relationship Management Solution in Your Organization Read More »

The upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011 is probably the easiest upgrade available for CRM to date. Even so, there are a number of considerations to keep in mind when planning an upgrade for an on-premise CRM installation. First, however, let’s discuss the good news… Microsoft, with CRM 2011, offers …

Things to Keep in Mind When Upgrading to Microsoft Dynamics CRM 2011 Read More »

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