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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

That old management adage rings especially true when it comes to managing sales pipeline.  We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity.  First off, I’m talking about companies with sales people governed by at least one level […]

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Written by Dan Smith, Altico Advisors  You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities.  The CRM accelerators themselves are extremely easy to download and install.  Simply import the customization xml file from […]

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How connected is your company? Not to other sources, but to each other?  The most productive organizations share information across teams, divisions—the whole company—to proactively manage data and automate business processes.  Join us for this free, one-hour Webinar and see how Microsoft Dynamics™ CRM gives you these powerful workflow capabilities so that you can put your […]

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What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and financial commitments that cannot be determined by functional leads alone. For example, they would approve financial outlays for hardware, […]

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This seems to be a question many customers ask about their newly implemented Microsoft Dynamics CRM solution.  There is no single magic answer to that question that fits all situations, but I hope to give a few ideas here to increase user adoption. Focus on features that give back to each user rather than just […]

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Top Tips When Evaluating Software Vendors – It’s More Than Features/Functions

 

JoeCRM here from PowerObjects – After giving some more thought to my previous post Microsoft Dynamics CRM vs. SalesForce.com Or Whoever…The Proof Is In The Partner, I think I need to say a little more – ok, a lot more.  In the previous post I talked about a few areas that I think are important […]

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Lately, I have been seeing more and more of SugarCRM in the marketplace.  It makes sense.  After all, when money is tight, many organizations look for the lowest upfront cost instead of the product with the greatest long-term ROI.  It’s true that SugarCRM Professional and Enterprise have one of the lowest per user licenses costs […]

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I love this new digital marketing spend report by ExactTarget – because it validates what we’ve been experiencing in our recent marketing efforts. And more important, as a leading Microsoft Dynamics CRM provider, we know digital marketing is a really hot topic with our clients and prospects. Case in point - The TM Group is sponsoring Vision 2010, a free, educational Microsoft Dynamics conference taking place on March 23rd in Troy, Michigan. Only two weeks out and we have over 200 attendees signed up – our CRM track and digital marketing sessions are especially popular!

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Webcast: Manage Your Business Better With CRM/xRM

 

Hi…Joe CRM here…interested in learning more about xRM (Anything Relationship Management)?  Then you won’t want to miss our upcoming webinar on March 18 focused on Microsoft Dynamics xRM as a Microsoft development platform.  It’s gaining traction in almost every major industry, especially in healthcare.  While CRM is used by your sales, marketing, and customer service […]

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CRM has always been the domain of big business.  Until now… Managing customer relationships is key to current and future success.  Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer.  After all, while you have more customers, you don’t have the detailed knowledge or understanding of each one like you […]

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