Articles By: Planet Technologies

Manage Criminal Investigations with Dynamics CRM

The paperwork supporting a criminal investigation, while critical to the case support, can slow down progress and waste valuable time. If you have had to manage the manual and detailed processes supporting evidence management, narrative, case security, crimes codes, and arrest information you know the frustration of spending time on paperwork instead of real work. …

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Achieve Continuing ROI with Dynamics CRM

You’ve invested a lot of time and money in your CRM system. User adoption is improving and key indicators like client satisfaction and average sale value are moving in the right direction. It would be easy to get complacent and let users “get comfortable” with the system before you invest in more training. Training, training, …

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Five Ways a Dynamics CRM Partner Will Help Your Business

Signing up for Microsoft Dynamics CRM Online is a snap. It’ easy to get started with a free trial subscription and to transition to the affordable monthly subscription. The video tutorials and wizards help you get started importing data and using the system. As the dashboards start to populate with your current data, it’s gratifying …

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Three User-Driven Reasons to Upgrade to Dynamics 2011

With each version release of software, whether CRM, ERP or anything else, the benefits of the upgrade need to justify the time and expense involved. Since CRM is notoriously the hardest application to get everyone (even independent-minded sales people) to use consistently, features that promote user adoption deliver high returns. Three improved features in Microsoft …

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Streamline Sales Processes with Document Management through CRM 2011 and SharePoint

Your sales team doesn’t work in a vacuum — they are dependent on multiple departments providing input, feedback, and documentation in order to deliver information prospects and customers. What if your sales team could interact with the rest of the company directly through SharePoint, without ever leaving CRM? With Microsoft Dynamics CRM 2011 it’s not …

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Are Silos of Information Killing Your Business?

Customers expect a lot these days.  They expect to get product questions answered quickly.  They expect your employees to be able to pull up their order immediately.   They expect to resolve problems quickly.  If you don’t meet their expectations, they go elsewhere.  It’s easy to find a new vendor. Harsh, but true… and if your …

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Three Undeniable Reasons Why Microsoft Dynamics CRM is a Better Choice for Cloud CRM than Salesforce.com

Cloud services is clearly a big topic these days.  Whether or not you move your company’s customer relationship management to the cloud is a strategic choice each organization must make.  But once you have decided to make the leap, why should you choose Microsoft Dynamics CRM over Salesforce.com?  It’s actually a pretty easy decision once …

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Motivate Peak Team Performance With Continuous, Real Time Goal Tracking

Each department in your organization needs to measure unique indicators of their teams’ performance against goals.  Some departments, like sales, measure success through revenue while others, like service departments, may measure through a count of resolved calls.  With the flexible new goal setting options in Microsoft Dynamics CRM, you can easily monitor the metrics that …

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Why are NFP Organizations Replacing iMIS with Microsoft Dynamics CRM?

As not for profit organizations, including membership, educational, and mission based groups, learn more about Dynamics CRM, they are reevaluating their investment in iMIS association management solution. If you are currently using iMIS, you may want to consider Microsoft Dynamics CRM as an affordable constituent management solution.   Your employees and volunteers will get more done …

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