Posts Tagged ‘Microsoft Dynamics CRM Partner in Minnesota’

OTT, Inc. 's Logo Modern Day, Post-PC CRM

Smartphones and tablets are proliferating in the workplace. More and more business applications are being tailored for mobile devices because today’s professionals are on the move and engaged with customers located around the globe. This offers the following two benefits: 1. Improves the use of customer relationship management (CRM) 2. Brings us closer to our data …

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RSM US LLP's Logo IE 9 Settings with Microsoft Dynamics CRM 2011 On-Premise

I ran across something at a client regarding IE 9 and Microsoft Dynamics CRM 2011 that I wanted to share. The issue I was having was regarding lookup’s on CRM forms not populating after selection. For example, when creating a price list item I was seeing the following: It wasn’t as much of an issue …

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RSM US LLP's Logo Employee Benefits Firms Selects Microsoft Dynamics CRM Over an Industry-Specific Solution

An employee benefit consulting firm serving midsized businesses with 50 to 1,000 employees,  implements Microsoft Dynamics™ CRM to organize information and improve customer service. Innovative Benefit Planning (IBP), a Moorestown, NJ based firm, had been using a proprietary system written in Microsoft Access.  Their client's activity was managed in Microsoft Outlook’s Saved Folders and they were …

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RSM US LLP's Logo Practical Considerations to Integrating the Microsoft Dynamics CRM Outlook Client and SharePoint Document Management Integration

The native SharePoint integration into Microsoft Dynamics CRM has caused a lot of excitement over the last few months.  The powerful document management capability of SharePoint combined with the ease of access to documents when working within a Dynamics CRM record like Accounts, Contacts or Opportunities has been well documented in a number of articles …

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RSM US LLP's Logo RSM Showcases Accelerators for Microsoft Dynamics™ CRM at Convergence

RSM has been implementing Microsoft Dynamics™ CRM solutions since the release of version 1.0.  Our consultants average 15+ years experience and with this experience, we have developed accelerators for the Microsoft Dynamics™ CRM solutions. SmartStart for Microsoft Dynamics™ CRM is designed to quickly achieve best practices and meet your sales force automation objectives.  The program …

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RSM US LLP's Logo Mobile Express Brings Microsoft Dynamics CRM to your Mobile Device

Mobile Express for Microsoft Dynamics CRM enables access to Microsoft Dynamics CRM data in a Web browser on a mobile device.  The concept that Mobile express was only for read-only access has now been pulverized with Microsoft Dynamics CRM 2011. The user can now create accounts, contacts, opportunities, tasks, phone calls, including access custom entities and …

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RSM US LLP's Logo Effective Customer Segmentation Helps Move Sales Quickly Through Cycle

I was invited on-site to meet with a new client's marketing department and hear about their challenges with customer segmentation.  They are an international distribution company, headquartered in Philadelphia, PA, implementing Microsoft Dynamics CRM. They have two challenges with customer segmentation: How do they identify up-sell and cross-sell opportunities within their existing customer base? How do they identify …

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RSM US LLP's Logo What CRM Means to Government Agencies

I often get this question from people “What is CRM?  What does it really do?”  It is a tough question to answer.  It is easy to say that it can help sales and marketing.  But when I look at our client success stories, it is so  much more than just a sales and marketing application.  …

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RSM US LLP's Logo Four Objectives to Address for CRM Success

I have had the pleasure of presenting “Sneak Peeks” of Dynamics CRM 2011 across the country the last few weeks.  At each event, I get more excited about the upcoming launch of CRM 2011.  At each event, there has been a mix of current Dynamics CRM users and people evaluating CRM.  Today, the entire event …

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RSM US LLP's Logo Not-for-Profit Organization Moves from Grant Program to Microsoft Dynamics™ CRM

A non-profit, membership organization which provides services and supports to persons of all ages with intellectual and developmental disabilities implemented Microsoft Dynamics™ CRM for use throughout their organization.  Providing advocacy and access to educational, vocational, recreational and critical life skills programs, this non-profit is an essential resource for consumers, their families and the community. Before …

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