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 […]
continue reading...Posts Tagged ‘CRM partner’
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! […]
continue reading...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 […]
continue reading...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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