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Dynamics CRM for Professional Services

BroadPoint, Inc.'s Logo Social Listening with Microsoft Dynamics CRM

Microsoft Dynamics CRM 2015 is a cutting-edge customer relationship management solution. And to keep in step with the growing popularity of social networking, Microsoft has integrated social functionality directly into […]

ForgeXRM's Logo How an IT Services Firm Manages Project Resource Scheduling in Microsoft Dynamics CRM

Do you find it difficult to manage your own schedule? What if you had to manage the schedules of 200 consultants flying all over the world working on complex IT […]

CRM Software Blog Writer's Logo Creating a Culture of Constant Improvement with Microsoft Dynamics CRM - Interview with Kelly Roofing Part 2

“We wanted our team to be faster at what they do so they would have more time to spend with the customer.  We looked for software that would allow us […]

CRM Software Blog Writer's Logo How to Journey Map a CRM Implementation From Sticky Notes to Success - Interview with Kelly Roofing Part 1

How did a stack of sticky notes and a President dedicated to innovation bring a small family owned company double digit growth and raving fans? That is the question answered […]

JOVACO Solutions's Logo 5 Steps to Starting a Marketing Automation Practice Within Your Organization

There has been a lot of talk about marketing automation in recent years, and with Microsoft Dynamics Marketing now integrated to the Dynamics CRM system, both the marketing and the […]

ForgeXRM's Logo How One Dynamics CRM Partner Tracks Resource Utilization for Billable Consultants

What is your utilization rate for billable consultants? How often do your consultants enter their time? Do you have resource utilization goals? While these questions scare many business owners, I […]

2B Solutions, Inc. 's Logo 10 Signs Your Law Firm Needs CRM Technology

Do you still think CRM (Client Relationship Management) technology is nothing more than an expensive electronic Rolodex? According to Managing Partner, “the most successful law firms of the future will […]

ForgeXRM's Logo How to Bridge the Disconnect Between Sales and Project Delivery Teams

Sales: “You didn’t meet the deadline”. Service: “You didn’t quote enough hours”. If you run a project-based business, you have likely heard these types of accusations. But if everyone on […]

ForgeXRM's Logo Excel vs Microsoft Project vs Dynamics CRM – The Best Way to Track Projects

After you make the sale, what tool do you use to track project costs, tasks and milestones? Here are some common options for the best tracking. Microsoft Excel Many people […]