Posts Tagged ‘Microsoft Dynamics CRM Partner Florida’

Hitachi Solutions America, Ltd.'s Logo Join Customer Effective at CRMUG Summit 2012

Please join us at the upcoming CRMUG Summit in Seattle, October 15-18, 2012.  Customer Effective will be there in our booth, and we will also be leading five different breakout […]

Hitachi Solutions America, Ltd.'s Logo Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric

Due to the new challenging economic realities of the global hyper-competitive environment, many firms are desperately trying to sustain performance levels and keep customers happy. As customer expectations rise and […]

Hitachi Solutions America, Ltd.'s Logo Use Goal Management in Microsoft Dynamics CRM 2011 to Track and Improve Sales Team Performance

With the holidays behind us, many Sales teams are in the process of receiving new comp plans for the New Year. Sales management is faced with the dilemma of devising […]

Hitachi Solutions America, Ltd.'s Logo Wealth Management Firms Look to Rev Up CRM Technology Spending

At the end of March, I had the privilege of listening to an InformationWeek - Wall Street & Technology webcast entitled “CRM Integration Strategies to Increase Financial Advisor Satisfaction and […]

Hitachi Solutions America, Ltd.'s Logo Adding Records to Queues with Workflow in Microsoft CRM 2011

In CRM 4.0, in order to assign an item to a queue with a workflow , a user would add a step and use the "assign" feature and select the […]

Alfapeople's Logo CRM 2011 Sneak Preview - Interface, Outlook, Dashboards & Marketplace Search

This month, Microsoft is finally releasing their CRM 2011 beta (aka CRM 5.0) to the public.   You might be wondering, what’s “new” in this product and has Microsoft enhanced all […]

Alfapeople's Logo Customizing Navigation in CRM Using Sitemap

Brief Description: Microsoft Dynamics CRM enables you to easily perform navigation customizations by editing the site map. The site map is an XML file that is read and parsed by […]

Top 6 Reasons To Like Dynamics CRM Online

Background Cloud computer is all the rage in today’s software market.  It’s easy to understand why for when you use a hosted solution, your business does not have to worry […]

A Good Reason To Apply Roll Up 9 to CRM 4.0

So you may be asking, why do I need CRM Roll Up 9 for vs. 4.0?  Well here is one good reason!  We had a client that was receiving an […]

5 Important Reasons Why You Should Use CRM

1. Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications . Microsoft Outlook messaging and collaboration client is already the world’s leading […]


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