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Posts Tagged ‘Implementing a CRM Strategy’

How CEOs Can Boost Customer Satisfaction Strategies with CRM

When setting a company's strategies for growth and profitable customers, CEO's, CSOs, and CMOs face diverse challenges and problems. Decisions involve (among others) marketing, sales and customer service. Although these functions interact, too often they operate individually to the detriment of both the company and its customers. One of today's top five challenges for CEOs, […]

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Using Microsoft Dynamics CRM to Create an Integrated Social Strategy: Beyond Counting Followers

In today’s hyper connected world where individuals have a wealth of information at their fingertips through the web and a variety of social media channels, you may or may not be surprised to hear that on average 57% of customers have gone through the buying cycle before they ever contact you. That’s why the idea […]

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How to Scope a Successful CRM Strategy for 2014

Over the last 4 or 5 years there has been a dramatic shift in the CRM arena due to the explosion of the cloud.  But do companies truly understand the impact of CRM and how it can revolutionize their business? Implementing a CRM strategy will have far-reaching implications across any organisation, from back office functions […]

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Microsoft Dynamics CRM Upgrade, or Re-Implementation?

We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what's […]

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The ABCs of CRM: What You Should Know About Activity Based Costing

"The value of an idea lies in the using of it." Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship management) strategy world – Activity […]

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News from Convergence 2013: What Dynamics CRM Users Should Know

Microsoft presented plenty of Dynamics CRM details, updates, and insights at last week’s Convergence conference, and we wanted to share our thoughts on how this information can be of use to current Dynamics CRM users. MarketingPilot will present Dynamics users with new marketing automation options Microsoft’s acquisition of MarketingPilot brings a broad marketing automation package […]

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Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting. For many organizations, a hub-and-spoke […]

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Look Beyond Sales and Marketing; Microsoft Dynamics CRM is Also a Powerful Process Management Tool

When some people hear the term CRM (customer relationship management) they assume that it's a tool that is only really useful in sales and marketing departments. While CRM is relied upon by these departments in many organizations, they are by no means the only ones who can benefit from the use of such systems. I […]

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Dynamics CRM Is Designed To Fit Your People

We’ve been implementing contact management systems (when you could buy a single copy of ACT at Lechmere and before the internet “caught on”) through the evolution of sales force automation (SFA) and ultimately CRM systems for business of all kinds.  Needless to say we’ve witnessed a lot of change in the CRM software marketplace and […]

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