When considering better Customer Relationship Management systems (CRM); properly capturing and nurturing new leads to close is a top feature to consider. How to effectively handle new prospects looking at your products or service and staying in constant communication will increase your odds of closing more business. Customer Service Features in CRM Software, however, once …
Posts Tagged ‘CRM partner’
How CRM with Outlook Can Boost Efficiency
Modern business technologies today are designed and fitted with the capabilities for multiple systems to work together. Technology advances have made it possible for business applications to work together with other business applications which result in dramatic increase in efficiencies. One of the most widely used and popular business technologies is Microsoft Outlook for email …
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 have lawyers who embrace new technologies.” In fact, their research has found that most lawyers believe technology will change how law firms operate in the …
Eliminate Duplicate Data by Going Mobile with CRM
There is a lot of talk about how important it is to implement mobile solutions for your business. What types of information can be viewed, edited, updated, etc. on a mobile device? How does this relate to your business? There are 5 reasons why your organization should GO MOBILE and here is one reason: Eliminate Duplicate Data! …
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Microsoft Dynamics CRM 2013 Includes Industry Business Process Templates
Microsoft announced TODAY that the new CRM 2013 release includes "pre-defined and configurable processes where each stage of a process is clearly outlined, identifying the recommended steps to completion". Industries include professional services, manufacturing, financial services, as well as processes for event management and solution selling. These processes are completely configurable and incorporate "best practices from industry …
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Microsoft CRM Upgrade – Migrate Data or Start New in CRM 2011?
With all the new functionality in Microsoft Dynamics CRM 2011, many clients that are on older versions of Microsoft CRM are eager to upgrade. The upgrade path, though, from CRM 3.0 to CRM 2011 can be a challenge. Microsoft CRM version 3.0 or earlier has a very significant different database schematic versus CRM 2011. For companies …
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