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, …
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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 …
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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 …
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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 …
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 …
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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 …
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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. …
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 …
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 …
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