Posts Tagged ‘CRM Tips & Tricks’

CRM Dynamics - An HSO Company's Logo CRM Project Rescue: 3 Ways to Turn it Around… Fast!

52% of all CRM projects fail. Want to know how to rescue them?  Keep reading. The most basic question to ask is which projects need to be rescued. Does your project suffer from any of these issues? Late Over budget Struggling to deliver the expected benefits (ROI) Poor adoption If you said yes to one …

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InfoGrow Corp's Logo How Dynamics CRM Can Help You Keep Customers: 3 Tips

Getting a new customer can cost 5-to-25 times more than keeping an existing one. But increasing customer retention rates even a mere 5% can increase profits by 25% to 95%.These surprising statistics, reported in the Harvard Business Review, noting research done by Frederick Reichheld of Bain & Company, reveals the value of satisfied customers. Keeping customers …

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Intelligent Technologies, Inc. 's Logo 10 Time Saving Keyboard Shortcuts for Microsoft Dynamics CRM 2011

One of the main reasons companies the world over have chosen Microsoft Dynamics CRM 2011 over other competing products is its ease of use.  People who are comfortable with Microsoft Office will immediately understand how Dynamics CRM works.  Sure, there will be some CRM specific functions you will need to familiarize yourself with, but you certainly …

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Intelligent Technologies, Inc. 's Logo Helpful Bulk Delete Tool Makes it Easy to Manage Records in Dynamics CRM 2011

If you've used any kind of CRM system in the past, you know that they're most effective when the records they contain are kept clean and up-to-date. But, for many people cleaning records is nowhere near the top of their priority list. We all seem to stay so busy just attending to those things on …

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Intelligent Technologies, Inc. 's Logo How Microsoft Dynamics CRM Can Help Improve Organizational Communication

We all know from years of experience trying to control our personal and work inboxes that e-mail is a disorganized and less than user-friendly way to store important information and data. Why is it then that so many organizations depend on it as their main means of tracking external and internal communications? Have you ever …

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InterDyn BMI's Logo 3 User Productivity Tips in Microsoft Dynamics CRM

Microsoft Dynamics CRM 2011 offers many productivity enhancements. We hope you enjoy these time saving tips. Look for more in future blogs. 1) Bulk Edit Save time in making changes to many records at once using bulk edit. Select multiple account records on a list and click the edit button on the ribbon bar. A …

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