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 …
Posts Tagged ‘Microsoft Dynamics CRM Partner Florida’
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 …
Microsoft Dynamics CRM is the Key to Reconnecting and Becoming Customer-Centric Read More »
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 …
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 …
Wealth Management Firms Look to Rev Up CRM Technology Spending Read More »
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 …
Adding Records to Queues with Workflow in Microsoft CRM 2011 Read More »
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 …
CRM 2011 Sneak Preview - Interface, Outlook, Dashboards & Marketplace Search Read More »
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 …
