Whether you’re starting a new CRM initiative, or salvaging an existing one, never underestimate the value of taking the time to gauge if your organization has the key ingredients in place for a successful CRM implementation – before you implement CRM software. A successful CRM implementation is a strategic endeavor that focuses on people and …
Posts Tagged ‘Microsoft CRM 2011’
What Does Your Sales Team Know?
The phone call started like this— Caller: "Hi Ken, I'm <her name is redacted to protect the innocent> and I'm your new account executive. Do you have a minute? I want to share with you all the great new stuff we have going on this year." Sound familiar? This call was from a local sports team and …
My Favorite CRM Button
With all the great functionality packed into Dynamics CRM, I realized the other day that I have one favorite. This gem of functionality can be unleashed with one little button. It's not a button that controls some great fancy customization we created (although we have a few of those). It is a simple little button …
Siebel to Microsoft Dynamics CRM, The Tale of Microsoft’s Own Migration
Last week I sat in on the very interesting webinar “Microsoft Saves $10M in TCO by Implementing New CRM System” from their Meet The Experts series. In this webinar Connor Marsden (US Director of Microsoft Dynamics CRM), Charles Lasco (Solution Manager, MSFT IT) and Tameem Mohammed (Developer Lead for Sales Organization, MSFT IT) talked about …
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Microsoft Dynamics CRM + Broadlook = The Perfect Match (Part 2)
In our earlier blog we wrote about Broadlook’s phenomenal Contact Capture tool. Now I’d like to tell you about Broadlook’s Profiler tool which I think is even cooler than Contact Capture. Broadlook’s Profiler will mine data information for you from the internet so you can ensure you have accurate company and contact information for your leads. …
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Right on Time with Report Scheduling using Microsoft Dynamics CRM
Organizations rely on accurate and timely information to make informed business decisions, and Microsoft Dynamics CRM 2011 includes a powerful reporting engine for report generation. Traditionally, the generation of reports is the responsibility of a system user and they were run upon request or at a particular day, date, or time. How about a situation …
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