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


Posts Tagged ‘chicago crm partner’

Customer-Centric Marketing Automation in Microsoft Dynamics CRM

What is customer-centric marketing automation? Simply put, it's the ability to execute and track all of your email and digital marketing efforts right in your CRM, where your customers live. While Microsoft Dynamics CRM does have basic email activity tracking, it lacks important features you'll need for true marketing automation. Fortunately, several add-on solutions are […]

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What’s New in the Microsoft Dynamics CRM 2012 Update?

Last week’s big news for Microsoft Dynamics CRM was the official announcement of the December 2012 Service Update. The most substantive official document is the Release Preview Guide, available here: This article’s my take on what you can expect and the relative importance of the new features. I used the organizational scheme of the […]

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Tracking User Activity in Microsoft Dynamics CRM

Everybody agrees that user adoption is a good thing, and that high user adoption is a key measure of the overall success of a CRM implementation. But there’s less agreement about how to measure user adoption. One way is to use a dashboard to directly display measures of “what users are doing”. For example, suppose you’re […]

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Mobile CRM Opportunties and Challenges

Part 1: Mobile CRM Introduction My eighteen year-old son provides some great examples of the trends driving mobility and social: Jack uses his iPhone a LOT, but rarely for phone calls. He texts, he searches, he tweets, he Facebooks. He’s a gamer, and he loves Call of Duty on his Alienware M18x. But anything that […]

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Marketing Automation In Microsoft Dynamics CRM

When I first started doing marketing automation integrated within Microsoft Dynamics CRM, the only thing I cared about was email tracking. That is, after sending a marketing email, knowing which emails were delivered or bounced, which ones were opened or clicked through, and so forth. But the more marketing I do, the more I appreciate […]

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CRM for Banking and Customer Retention

In these challenging times, banks are faced with the need to strengthen their customer relationships and improve operational efficiencies. By gaining insight into customers’ profiles and behaviors and being able to share that data across the organization, banks are able to turn that customer insight into customer retention and with that the opportunities to better […]

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It’s 3:00 AM. Do You Know What Your Sales Pipeline Velocity Is?

Of all the things sales managers lose sleep over, pipeline velocity may be one of the least well defined. Out of the box, most CRM applications are pretty good at pipeline snapshots: what’s expected to close this month, next month, and so forth. But they usually aren’t so good at telling you how fast deals […]

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Top 6 Reasons Microsoft Dynamics CRM Online Beats Every Time

Here are the top 6 reasons Microsoft Dynamics CRM Online beats as the CRM system of choice for thousands of users. No Hidden Costs. costs more for the same out-of-the-box functionality of Microsoft Dynamics CRM. In comparing the cost of to Microsoft Dynamics CRM Online, you have to pay $125/per user/per month […]

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New Reporting Capabilities in Microsoft Dynamics CRM “R8”

In the upcoming Microsoft Dynamics CRM Q2 2012 (R8) service update, users will be able to take advantage of enhanced reporting functionality courtesy of a Microsoft SQL Server 2012 SharePoint add-in called Power View. Microsoft describes Power View as “a next-generation BI tool for interactive data exploration, visualization, and presentation." It provides intuitive ad-hoc reporting […]

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Choose the Best CRM Software to Avoid CRM Shelfware

You are managing sales leads and opportunities on spreadsheets. You and your colleagues have all of your contacts stored individually in Outlook – or worse yet, in their Rolodex. Your teams’ sales pipeline reports come to your inbox in Excel files. You don’t know who your customers are and thusly are not collaborating with them […]

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