Articles By: OTT, Inc.

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

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 …

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Little Things that make Microsoft Dynamics CRM Better

I’ve pulled together a selection of reminders and tips that I like to share with my clients to help them make the most of using Microsoft Dynamics CRM. Set your Internet Explorer to tab settings In Internet Explorer click on the wheel in the upper right corner.       A box opens, under the …

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Update Alert! CRM Online changes from Microsoft

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 …

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5 Microsoft Dynamics CRM User Productivity Tips and Tricks

Many new users will just dig in and start using CRM without knowing that there are ways to customize their views to pertain to their job function.  So here are a few tips to get started customizing Microsoft Dynamics CRM to fit your needs.   Tip 1: Setting your personal options: When you first login …

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Managing Nonprofit Constituent Relationships

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 …

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Personalize Your CRM Experience with Microsoft Dynamics CRM 2011

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 …

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5 Hours of Microsoft Dynamics CRM Training and Information

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 …

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Using Microsoft Dynamics CRM for Project Management

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 …

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Successfully Rolling out a Customer Relationship Management Solution in Your Organization

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 …

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Things to Keep in Mind When Upgrading to Microsoft Dynamics CRM 2011

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 …

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