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 …
7 Steps for Choosing the Right Microsoft Dynamics CRM Partner
Choosing Microsoft is the easy part. Choosing the best technology partner to implement and support your CRM solution is a lot like choosing a good surgeon. They each have the same end game, but the approaches they take to get there can vary quite a bit. With best practices established in every industry, one might …
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Using Dynamics CRM 2013 to Manage Inventory and MORE
By Barkley Busby Vice President & Co-Founder, 2B Solutions If you have products, inventory, orders, or vendors and currently use Microsoft Dynamics CRM, you can now manage all of that data within CRM 2013. We see it often...there is data that you need to track but you adding another application to the mix just doesn't make sense. We have …
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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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THE CRM TRIO: CRM Integration, CRM Customization, CRM Automation
CRM is a great tool for all sorts of business types and can be integrated, customized, and automated to meet a variety of challenges. We call it the CRM Trio. For example, we’ve integrated with shipping solutions like Fedex.com and VISCO, e-commerce sites like Authorize.net and Volusion, distribution and warehouse software, and an assortment of …
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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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