Introduced in the November 2011 service update, Activity Feeds were a solid first step in bringing more real-time collaboration and social aspects to Microsoft Dynamics CRM. The key idea is […]
Dynamics CRM for Social Networking
Asset Management: Making Connections in CRM 2011 with Dialogs
In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the […]
Customer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing […]
Dynamics CRM Addresses Three Key Hurdles for Professional Services Firms
Successful professional services organizations have many things in common, regardless of what type of service they deliver. They offer consulting experience, industry-specific expertise, and project insight and guidance that clients […]
Be a Social Butterfly with CRM
You can’t deny the incredible potential using social media in business today. Combining social channels with your CRM can be a faster and more reliable way to reach new customers, […]
New Microsoft Dynamic CRM Mobile Capabilities!
In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new […]
Top Reasons Microsoft Mobile CRM Means a More Productive Workforce
For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data […]
Clean Up Your Microsoft Dynamics CRM Data with Duplicate Detection
In setting up a Microsoft Dynamics CRM project, data quality can take a backseat to other business concerns. That is pretty understandable in most get-it-done-yesterday sales environments. But Microsoft CRM […]
How to Align Dynamics CRM with Your Sales Team
In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team. This can be […]
Customer Relationship Management and the BYOD Revolution
Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now. Enterprise workers are quite […]
Asset Management: Making Connections in CRM 2011 with Dialogs
In my last blog, I talked about how Dialogs and Connections can be useful to Investment Bankers who use CRM. Another example of using Connections and Dialogs comes from the […]
Customer Effective: Banking Introduced at Core User Group Conference
On May 7th, Customer Effective presented the Customer Effective: Banking CRM solution to the attendees of this year’s Miser User Group Conference in Daytona Beach, FL. The Miser core processing […]
Dynamics CRM Addresses Three Key Hurdles for Professional Services Firms
Successful professional services organizations have many things in common, regardless of what type of service they deliver. They offer consulting experience, industry-specific expertise, and project insight and guidance that clients […]
Be a Social Butterfly with CRM
You can’t deny the incredible potential using social media in business today. Combining social channels with your CRM can be a faster and more reliable way to reach new customers, […]
New Microsoft Dynamic CRM Mobile Capabilities!
In March, Microsoft announced new mobile capabilities for Dynamics CRM as part of a planned upgrade scheduled for Q2 2012. There’s been a lot of excitement generated by this new […]
Top Reasons Microsoft Mobile CRM Means a More Productive Workforce
For Microsoft CRM customers, a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile will soon be available. This service will provide a full view of customer data […]
Clean Up Your Microsoft Dynamics CRM Data with Duplicate Detection
In setting up a Microsoft Dynamics CRM project, data quality can take a backseat to other business concerns. That is pretty understandable in most get-it-done-yesterday sales environments. But Microsoft CRM […]
How to Align Dynamics CRM with Your Sales Team
In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team. This can be […]
Customer Relationship Management and the BYOD Revolution
Are you bringing your iPad or favorite Android gadget to work? You are not alone. According to most analysts, bring-your-own-device or BYOD is happening right now. Enterprise workers are quite […]