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Posts Tagged ‘Microosft Dynamics CRM 2011’

CRM for Distribution Demo Video “A Day in the Life Of Sales”

Check out a full video demonstration of Microsoft Dynamics CRM 2011 from the perspective of a sales person and how they would go about their day.  This video offers great examples of how a sales person would interact with CRM, perform their daily connections and utilize it's great features.  If you are interested in implementing […]

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Microsoft Dynamics CRM 2011 is Still The Choice

It’s been a busy year for those of us associated with Microsoft Dynamics CRM. With the feature releases, Update Rollups, growing customer base, fantastic Gartner and Forrester reviews it’s clear why Microsoft Dynamics CRM is still the software of choice. Sometimes it feels like there’s too much to keep track of with all of the […]

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Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook

Your Forecast is Clear and Bright with Conditional Formatting in Microsoft Dynamics CRM for Outlook   One of the best and latest features in Microsoft Dynamics CRM for Outlook is the capability to apply conditional formatting to records in a view. Conditional formatting is available when using the Microsoft Dynamics CRM 2011 for Microsoft Office […]

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Why Microsoft Dynamics CRM 2011 is a Better Fit than SalesForce.com?

  “Wherever you see a successful business, someone once made a courageous decision.” – Peter Drucker    When deciding which CRM system to purchase, it is important to look not only  at the features, functionality, and cost of the solution, but also “organizational fit”.  These fit factors include IT platform, browser standards within your company, integration […]

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Three Initial Questions To Ask When Selecting a CRM Solution

With over 800 CRM software vendors, choosing a CRM solution can seem a bit overwhelming. But thankfully there are steps, considerations, and questions that can help you break down the selection phase and pinpoint the right solution for you. At first, you will want to look at your company to evaluate where you begin in the […]

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Customer Effective Can Build You a Highly Tailored Trial of Microsoft Dynamics CRM 2011

Since the release of Microsoft Dynamics CRM 2011, Microsoft has encouraged users to do a 30-day free trial of CRM; and this has been successful in demonstrating key features like Outlook integration, sales productivity, analytics, service productivity, and basic marketing automation.  But extended features, like data mart and communication platform integration, have not been readily […]

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Windows 8 and Microsoft Dynamics CRM: Shaping the Future of CRM Applications

During the Microsoft Dynamics Convergence conference last month, Microsoft gave us a preview of what is coming in future CRM releases.  One exciting design theme that will be started in the “R9” (Q4 2012) and continue with future CRM releases is the Metro design and ability to merge in nicely with Windows 8.  Three major […]

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How to Align Dynamics CRM with Your Sales Team

In speaking with many clients and prospects, we often find that their CRM system does not support their internal sales process or, in essence, their sales team.  This can be caused by a number of reasons, including the system being too difficult to understand and/or complex to use.  Another challenge for sales teams is the […]

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Overcome a Chaotic Tax Season and Deepen Client Relationships with Microsoft Dynamics CRM

As tax season winds down, financial advisors are coming off one of their busiest times of the year. Over the past few months, many client meetings and calls have not just been focused on year-end portfolio reviews, but also tax minimization and tax avoidance strategies and fielding numerous cost basis inquiries. Without fail, many clients […]

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Microsoft Dynamics CRM – Tech Tip Digest

Marketing is my game.  It’s what I do every day.  I eat, breathe, and sleep marketing.  Therefore, my blog posts tend to be very marketing oriented and “prospect facing” as we say in the industry.  But I decided for a change of pace to get technical.  So with the help of some techie colleagues and […]

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