“I am interested in purchasing a new CRM system for my sales staff. Do we need off-line capability?” To answer this question you might ask yourself:  How often should my sales people be in front of customers?  How much of their activities should they document? If your answers are:  “as often as possible” and “everything …

CRM Synchronicity Read More »

Following best practices has proven to separate the winners from the losers. In William Band’s survey of technology business and IT leaders at 133 organizations, they reported over 200 individual problems with their customer management projects. Thirty-three percent of the problems related to technology, 27 percent to business processes, 22 percent to people, and 18 …

Optimizing and Maintaining Performance for Microsoft Dynamics CRM Read More »

In my last blog, I discussed the concept of XRM (Xtended Relationship Management), which is building unique business applications by leveraging the extensibility of Microsoft Dynamics CRM.  In that blog, I gave an example of an XRM deployment that we did for a client where we did not use any of the standard sales, marketing, …

What is XRM - Part 2, Making CRM Do What You Need It to Do Read More »

Have you been frustrated by the inability to extend your CRM out to a portal for your customers due to high cost and limited functionality in your current product?   The ability to do so is becoming more and more important to companies who wish to provide a self-service site to their customers.  Companies who work …

Utilize CRM 4.0 Accelerator Portals to Stand Out Among Competitors Read More »

Having better insight into your business relationships is a key objective in implementing any CRM system.  Being able to quickly review the account and see who else at your company has been working with them is imperative.  It’s also one of the most challenging things to accomplish.  After all, you are relying on the users of the …

Tracking Outbound Sales Activity in Microsoft Dynamics CRM Read More »

Small business owners keep asking the same question: “Do I really need a customer relationship management system?” Organizations with small budgets often see CRM as a luxury item. A key to business success is relationship management. It seems almost too obvious, doesn’t it? Relationship management finds customers, understands customer behavior, communicates and stays in touch …

Small Business Customer Relationship Management Software: What You Need To Know Read More »

Crestwood has been implementing Microsoft CRM since its first release almost 7 years ago.  We are committed to learning about your industry and studying your specific business practices before clicking into the customization screens.  A lot of times we find during our discovery sessions that just talking about the best practices we have uncovered opens …

Microsoft CRM Buying Checklist Read More »

By Marcia Doron, Altico Advisors CRM 101:  How to select the right platform for your organization Many organizations have spent millions of dollars selecting and implementing CRM solutions over the past several years. Many of these solutions have become obsolete, acquired by larger software publishers who are not supporting older version, and are unable to …

Evaluating And Selecting A World Class Customer Relationship Management (CRM) Solution Read More »

We know that your professional services business is probably a pretty busy place these days.  Your clients are asking for project proposals again and billable hours are on the rise.  The challenge our clients face is meeting the demand for quality proposals within the often accelerated deadlines.  One way they are handling this challenge is …

Deliver More Professional Services with Outlook and Dynamics CRM Read More »

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