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 …
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 …
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. …
Using Microsoft Dynamics CRM is the Key for Communication
A Speech Pathology, Educational Therapy and Orofacial Myology agency was in desperate need of maximizing their use of their existing Microsoft Dynamics CRM implementation. The platform was mildly configured, but …
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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 …
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Mission Impossible? Hardly: Foundation Improves Operations Utilizing Microsoft Dynamics CRM
Many not for profits are finding Microsoft Dynamics CRM to be the right foundation for better managing their fundraising, grants, memberships, and events. For one large operating foundation, The TM …
What’s Working in Marketing Workshop by Panel of Experts Recap
Recently I attended an interesting marketing workshop hosted by Walsh College. Featuring a panel of four marketing, advertising, public relations, social media, and face-to-face marketing experts, they discussed what tactics …
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The Benefits Reaped when Companies Switch to Microsoft Dynamics CRM from Salesforce.com
Having had the opportunity and pleasure of attending the Microsoft Dynamics Partner Event in Fargo, N.D. this past week, it really makes me so proud and excited about promoting the Microsoft …
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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 …
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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 …
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