Articles By: Intellitec Solutions

New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to …

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Microsoft CRM On-Premise – It May Be Better than the Cloud

Businesses looking to utilize Microsoft Dynamics CRM are increasingly looking at the Online version – and with good reason. First off, the trials that often are peoples' first encounter with Microsoft CRM are cloud based, so right off the bat that is the experience people are familiar with. Add in the fact that online means …

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3 Reasons Why Customer Portals for Microsoft CRM Makes Sense

Microsoft Dynamics CRM is a fantastic way to store & track customer interactions. This really is not news – people have been using Microsoft CRM for over a dozen years now, and it is generally understood the advantages of storing client information in a package like Microsoft CRM (workflows, record of activities, etc.). A new …

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Microsoft CRM 2015 – Immersive Excel Experience?

With the release of Microsoft CRM 2015, Microsoft has produced a lot of material about the new features and functionality in this version. As has been discussed before, this upgrade is quite a bit different than other upgrades and as such there is a lot of material discussing the new features A rather neat feature …

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Microsoft CRM 2015 Upgrade – This One Will Be Different

As a Microsoft Dynamics CRM Online customer, you get inundated with e-mails from Microsoft about your software. There are notices about usage, up time, promotions, events coming up as well as tips on how to better use your solution. It therefore can be easy to start to tune out some of these messages. But when …

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Keep Client Contact Info in Microsoft CRM or ERP?

In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service will be using one set of tools while accounting is using another, meaning client information is often stored in at least those two spots. Add …

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3 Simple Steps to Make Sure Leads Are Tracked Right

Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a new client, and that in 50% of the cases, the sales process will pause completely before a prospect will ultimately decide to buy. It can …

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The 3 Worst Reasons For Not Upgrading Your CRM

In talking with sales managers and operations people interested in a new CRM solution, we often hear reasons why they would like to upgrade their CRM solution but cannot. Certainly, many of those reasons are sound – they may be required to use a certain type of sales force automation software, or perhaps they have …

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Does Your CRM Software Qualify for “Throwback Thursday”?

Throwback Thursday – for those who may not know – is an online game of sorts, in which people find old photos of themselves and post them online. The idea is too look at how dated you were once upon a time – and hopefully, by comparison, how much betteryou look today. All in good …

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