In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]
continue reading...Choosing a Microsoft Partner
Aaron Back, MCP, joins ACE Microtechnology as Sr. Microsoft Dynamics CRM Consultant
Aaron Back, MCP, joins ACE Microtechnology as Sr. Microsoft Dynamics CRM Consultant ATLANTA, GA, June 2017 - ACE Microtechnology (ACE) a global business and technology services firm that provides Microsoft Dynamics Solutions - Microsoft Dynamics 365 (CRM) and Microsoft Dynamics GP (formerly Great Plains), has welcomed a new team member – Aaron Back, MCP. Aaron, […]
continue reading...Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365
Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]
continue reading...How Do Crowe CRM Consultants Sharpen Their Skill Set?
How often do you feel that you have time to learn something new? It is hard to juggle learning new things in addition to managing your current workload. Any Microsoft Partner that is worth their salt is going to be busy, right? Maintaining happy customers is a lot of work. Then you add all the […]
continue reading...The days of expensive, complex CRM implementations are coming to an end
I have been helping businesses implement Customer Relationship Management (CRM) solutions for almost 20 years. I began in the days where "Sales Force Automation (SFA)" was the buzz-term and market leaders were GoldMine & Act. While a lot has changed in the CRM space over the years history repeats itself and that is happenning in […]
continue reading...Why Don’t You Just Tell Me How Much Microsoft Dynamics CRM Will Cost?
“This is what I need; how much will it cost and how long will it take?” These are usually the first questions I am asked about a Microsoft Dynamics CRM (now Dynamics 365) project. It could be about implementing a new system, an upgrade, a customization or even a report. It may seem frustrating at […]
continue reading...Putting Service into Tribal Member Management
Providing high quality service to tribal members is a key priority for nearly all tribal governments. When we think about high quality service, our first thought often goes to the types of services offered. But in the modern digital age where we can get quick responses to questions, requests, and other customer service offerings, tribes […]
continue reading...Is Your Salesteam Keeping an Eye on the Competition? They Should!
While we all understand and use the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM, one of the more underappreciated entities that can be a valuable piece of data is Competitors. The competitor entity is used to store information about the companies that you regularly find your organization selling against. Let's […]
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