7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM
Salesforce or Microsoft Dynamics CRM? Which CRM software is the better fit for a financial services company? Many organizations contemplate this question. The obvious answer is, it depends on your requirements and goals. Yet, it helps to understand why companies like yours choose one over the other. It's even more helpful when you can learn from a company who has used …
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8 Things Marketers Should Automate to Drive Leads and Revenue
Buyers crave personal touches, but how does a marketer provide that for hundreds or even thousands of prospects? The solution lies in automation. CoreMotives and MIG have developed a list of 8 things you can automate to help invigorate your marketing programs and drive more revenue. Details can be found in the linked article, but …
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Get Advanced Business Analytics of CRM Data with Power View in Excel
With the addition of Power View to Microsoft Excel 2013, you can easily perform advanced business analytics of your real time CRM data. Just use the Export to Excel feature in Microsoft Dynamics CRM to export your CRM data, and you can create a table, data map, bar chart, and more. The Microsoft Dynamics CRM …
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Are You Using Your CRM System the Right Way? Microsoft Dynamics CRM Vs. Microsoft Dynamics ERP
Many organizations thinking about the implementation of a CRM system fail to identify the true purpose of the product and define requirements that are geared towards making CRM a financial tool. While CRM definitely provides strong reporting in terms of forecasting and understanding the health of a company’s revenue, it should not be considered a financial reporting …
Extended Release: Schedule Updates for New Features in CRM 2011
The CRM Mobility and cross-browser support has unfortunately been postponed from this summer (Q2) until the end of the year (Q4). Looks like everyone will have to wait to use CRM on their Smart Phones. It turns out that customer and partner feedback after testing in beta are responsible. The release of the CRM custom code validation tool …
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Microsoft Dynamics CRM vs. SugarCRM: How To Know Which Option is Best for You?
If you are on the never ending search for a new CRM solution, you may be going to site after site and end up being more confused than when you started. Well here you will learn the important features in Microsoft Dynamics CRM and SugarCRM to help you make your decision. If you are also …
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Technical Post: Using PowerShell to Address an “Invalid Trace Directory” Error in Microsoft Dynamics CRM 2011
At one of Green Beacon Solutions' clients, we kept seeing a pesky error in Microsoft Dynamics CRM 2011’s Event Log that the Trace Directory was not defined: Invalid Trace Directory. Additional Info:[ Unable to Write file , Trace directory not defined (Reporting Process:File Name is Null. LocalTraceSettings: {Filename: ,FileCountSuffix:1 ,TraceFileSize:10485760 ,TraceDirectory: ,TracingCallStack:Yes ,IsTracingOff:No ,LoadState:LoadSuccessfulUnreported ,RefreshTraceInt:-1 …
CRM Best Practices
Below is an article that I wrote for Green Beacon Solution's newsletter earlier this year. I thought it worthwhile to re-post here, not only since it's still relevant, but also due to a tie in to a post on Microsoft Dynamics blog, "Liberating Microsoft from Oracle/Siebel CRM" earlier this month. Also, with a new upcoming …
Microsoft Dynamics CRM – Efficient Citizen Relationship Management
The “Customer Relationship” in CRM not only applies to business consumers, it also relates to citizen relationships, which tend to have substantial challenges. There is a need to improve Citizen and Business service delivery with simpler processes, less paperwork, and more efficient interactions. Government agencies also face challenges with increasing operational efficiency, compliance and accountability, …
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