Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to […]
Dynamics CRM for Professional Services
What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a […]
I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants […]
When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians. While this can mean additional hiring, training, etc., […]
Project Service Automation for CRM - Planning and Delivery
Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of […]
How do you alert a team member that a project task has been assigned to them? Are you still sending emails? Did you know this can be done automatically when […]
I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our […]
According to CEB research, most investment firms say CRM is their most used system, yet it ranks among the lowest in perceived effectiveness. Why? Because they tend to stick to […]
If a client requests a project status report, I can provide it within 2 minutes. Complete with all project tasks, milestones, percentage of completion, and the total time billed against […]
Deliver Projects On-Time & On-Budget with Microsoft Dynamics
Natively integrated within Microsoft Dynamics CRM, Project Service brings people, processes and technology together empowering teams to complete projects on time and on budget. Here are 7 examples that demonstrate […]
What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a […]
I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants […]
When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians. While this can mean additional hiring, training, etc., […]
Project Service Automation for CRM - Planning and Delivery
Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of […]
How do you alert a team member that a project task has been assigned to them? Are you still sending emails? Did you know this can be done automatically when […]
I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our […]
According to CEB research, most investment firms say CRM is their most used system, yet it ranks among the lowest in perceived effectiveness. Why? Because they tend to stick to […]
If a client requests a project status report, I can provide it within 2 minutes. Complete with all project tasks, milestones, percentage of completion, and the total time billed against […]
Deliver Projects On-Time & On-Budget with Microsoft Dynamics
Natively integrated within Microsoft Dynamics CRM, Project Service brings people, processes and technology together empowering teams to complete projects on time and on budget. Here are 7 examples that demonstrate […]