Document Management with Microsoft Dynamics CRM 2011
One of the features that I have often found lacking in CRM software today is good document management. Most CRM packages give users the ability to attach documents, but document management is much more than that. True document management incorporated with CRM allows companies to work more effectively and collaboratively as teams on projects, proposals, business …
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Utilize CRM 4.0 Accelerator Portals to Stand Out Among Competitors
Have you been frustrated by the inability to extend your CRM out to a portal for your customers due to high cost and limited functionality in your current product? The ability to do so is becoming more and more important to companies who wish to provide a self-service site to their customers. Companies who work …
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