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Dynamics CRM for Professional Services

Velosio's Logo 5 Field Service Metrics You Can Master with CRM

Microsoft Dynamics CRM 2016’s field service capabilities will change the way Field Services Organizations operate forever. While many Field Service Organizations still struggle with outdated systems which cause massive inefficiency […]

ForgeXRM's Logo How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, […]

ForgeXRM's Logo Compare Excel vs MS Project vs Dynamics CRM – Pros, Cons and Costs for Project Management

When it comes to project management software, you have choices. Being in the business of providing solutions for project management, we have recommendations. Here are the pros and cons of […]

CRM Dynamics - An HSO Company's Logo Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with […]

CRM Dynamics - An HSO Company's Logo What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your […]

ForgeXRM's Logo The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 2

In part one of this post, we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now […]

ForgeXRM's Logo The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 1

The truth is, CRM systems are limited when it comes to managing sales-related deliverables. Customer relationship management (CRM) software systems are invaluable at doing what the name suggests: managing an […]

2B Solutions, Inc. 's Logo Dynamics CRM Boosts Legal Productivity

Firms that provide an awesome customer service experience every time follow consistent business processes. 2B-LAW for Microsoft Dynamics CRM is helping legal professionals reach a new level of productivity by […]

BKD, LLP's Logo CRM 101 – Back to the Basics

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been […]

ForgeXRM's Logo How Insurance Employee Benefits Brokers Can Solidify Client Relationships with Microsoft Dynamics CRM

As an employee benefits broker, your time is always valuable, but it is not always billable. Much of your time is likely spent doing “goodwill activities”: time that is not […]