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Microsoft Dynamics CRM Marketing Training

The Microsoft Dynamics CRM 4.0 Marketing module has many amazing and easy to use features for list and campaign management.  From broad canned spam controlled email blasts to highly targeted campaigns...

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Keep Customer Service ‘Top of Mind’ with Microsoft Dynamics CRM

A majority of the top eight customer management trends for 2010 emphasized customer service as the number one priority. This article, written by William Band, states that there are a rising number of...

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Cloud Computing for Microsoft Dynamics CRM

One term that has taken over CRM Software News is “Cloud Computing” and I would like to take this chance to delve a bit deeper into this topic, defining its categories and weighing some pros and cons....

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Managing Relationships with Microsoft Dynamics CRM

According to an article on MSDynamicsWorld.com, “A new era of CRM has emerged” One where businesses define the relationships that are most important to them and mold the application to their specific...

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Performance and Scalability with Microsoft Dynamics CRM

Scalability within an organization is important in today’s economy. You want and need the ability to grow, without impacting the Contribution Margin in a negative way. Four Microsoft Dynamics® CRM...

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Sneak Peek into Microsoft Dynamics CRM 5.0

Microsoft Dynamics® CRM 5.0 development will be formally introduced "within the next twelve months," according to Craig Unger, general manager of Microsoft Dynamics CRM R&D. But what are they...

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The Different Spectrums of Microsoft Dynamics CRM: Sales, Marketing, and...

Microsoft Dynamics® CRM has come a long way since its early days. Sure, it’s a great customer management tool and everyone knows it. But what many of you don’t realize is that it can now do so much...

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Microsoft Dynamics CRM Continues to Grow

Respondents reported on their primary objectives for their CRM initiatives in 2010 through a European Gartner Survey. The survey uncovered significant changes in the top three rankings from 2009 and...

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Internet Explorer 9 (IE9) Beta Not Working with Microsoft Dynamics CRM

Have you already downloaded the beta version of IE9? If so, you may have noticed that it doesn’t work great with Microsoft Dynamics® CRM. All the related fields, such as customer, price list, unit,...

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Microsoft’s Investment in Cloud Computing: How Microsoft Dynamics CRM Brings...

Some analysts say cloud computing represents a complete change in the way computing is done in corporations. Merrill Lynch (MER) estimates that within the next five years, the annual global market for...

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Microsoft Dynamics CRM Online Takes the Fear Out of Implementation

Choosing new CRM software to streamline your company processes and enhance your client communications is a big decision and one never to take lightly. Microsoft Dynamics® CRM Online takes that decision...

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Expectations Are Set When Using Microsoft Dynamics CRM

The number one key to effective communications is clear expectations. One way to certain demise with your customers is to fib about what you can provide and when you can provide it. Some of us know...

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CRM Essential for Effective Customer Support

Customer support software, such as Microsoft Dynamics® CRM brings a lot of benefits. For example, it helps in knowledge management, front line response, and resolution recommendations, assigning,...

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Does your Sales Process Work for You? Effective Sales with Microsoft Dynamics...

CRM software allows users to organize and then manage the sales process efficiently. The software also enables businesses to get everything possible from leads they already possess, maintain a...

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Top Picks from Convergence 2011 Session Catalog: Must-See Microsoft Dynamics...

I can’t believe Convergence is already here. It feels like we just rang in the New Year. I am very excited for the event this year and eager to learn lots, meet up with clients, and meet new people in...

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Keep Your Employees Close and Your Competition Closer with Microsoft Dynamics...

Customer relationship management (CRM) solutions obviously help you manage your customers, but what about your employees, and what is your competition doing that you should also be doing? Microsoft...

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Getting the Most out of Microsoft Dynamics CRM with the Right Tools

As you already know, optimizing your CRM solution to fit your needs only helps you enhance your business and streamline processes. But how do you find the right tools that can help you get the most out...

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Microsoft Already Among The CRM Software Vendor Giants

Microsoft released the first version of Microsoft Dynamics® CRM not too long ago, back in 2003. Throughout this time, there have been ups and downs, but huge strides have been made. Microsoft seems to...

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How to Serve your Educated Client Base with CRM Software

In this day and age, customers are more informed than they ever have been. Long before making the commitment to buy a product, customers have done reading and online research to be sure they are...

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Microsoft Dynamics CRM Online Integration with Microsoft Office 365

Microsoft is planning to improve the cloud services offered by its Microsoft Office 365 software with the integration of its Microsoft Dynamics® CRM Online offering. Although there is still a lot of...

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What Happens if You Want to Switch Cloud Providers?

You made the transition to the cloud and everything is going great. But what if your service provider unexpectedly goes out of business or is not as trustworthy as you once thought?  How can you move...

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Key Areas of Investment for Companies in 2012 include CRM

Half of U.S. companies plan to invest more on IT resources in 2012 than in 2011, according to Nucleus Research. Key areas for that investment include Customer Relationship Management (CRM),...

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How to Reap All the Benefits of Microsoft Dynamics CRM: What Could Be Holding...

You’ve gone through the necessary steps to implement a state of the art CRM solution, but you’re not seeing as many benefits as you had planned. What issues could be creeping up that are holding you...

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Customer Loyalty Ranks High in Importance for Current State of Economy

CRM software will help your business drive up customer loyalty, which is important for companies with the state of the economy these days. People expect great customer service because they know if they...

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Targeted Marketing with Microsoft Dynamics CRM

What’s better than a marketing campaign with all the bells and whistles?  A marketing campaign with all the bells and whistles that’s targeted to a segmented audience who actually wants to hear what...

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What You Don’t Know CAN Hurt You

Despite the old saying “what you don’t know can’t hurt you”, what you don’t know about your business can very likely come up to bite you sooner or later.  Particularly when it comes to your customers....

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Arm your Sales Force to the Teeth with Microsoft Dynamics CRM

Does your sales department have the tools they need to excel at their jobs?  Your key sales people need to have instant access to contact information, organized calendars, and the ability to provide...

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Manage, Convert, Analyze, Understand, and Find Relationships with Microsoft...

If you have unstructured data within your company, it’s not doing you any good.  To make any type of analytical data useful, you need to manage, convert, analyze, and finally, understand it!  Get your...

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CRM is Not a Passing Fad; It’s Here to Stay Because it Works

Businesses of all sizes choose to use customer relationship management (CRM) software because it offers many ways to improve customer satisfaction, as well as improve profitability.  You can streamline...

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Look Out! Three CRM Trends to Watch Out for this Year

Luckily for us, software continues to advance just as fast as our technology, and CRM is no different.  Here are a few of the trends for CRM software in the next year: Social CRM is Gaining Speed: Many...

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Does CRM and Business Intelligence Correlate? Of Course!

Business intelligence (BI) software manages financials, accounting, project management, supply chain, and other important elements of your business. But what about another very important part of your...

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Mark a Task as Complete, and Automatically Prompt to Create a New Task

Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I...

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Mix in Social Media with Microsoft Dynamics CRM for Stronger Relationships

Companies are being pressured to keep their relationships strong by adding a social media mix to their marketing and sales efforts, but they should also realize social doesn’t end at your customer....

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Remember Two Important Truths When Searching for CRM Software

A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and deliberately. While...

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The BONUS Benefit of Microsoft Dynamics CRM is Workflow

There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results.  Another...

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Microsoft Dynamics CRM: Next Generation Integration

Starting this article with a title that rhymes compliments the smooth rolling transition of steps, on the topic of integrating data, that I wanted to write about today. Recently working with a client...

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5 Ways to Define the CRM Acronym

If you ask a dozen different companies to define customer relationship management (CRM), you will probably get a dozen different answers.  Businesses realize they need to keep their customers engaged...

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Turn Leads into Sales with CRM Software

Making sales isn’t about luck; it’s about finding prospects and knowing your customers.  Use the data in your customer relationship management (CRM) software to create meaningful marketing data, target...

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Three Ways CRM Software Helps Automate Your Elevator Service Business

While elevators only go up and down, your elevator service business goes in many different directions.  You need to make sure your elevators are working properly and that customers are satisfied, while...

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Monitor Sales Activities from Central Dashboard

Sales managers have the tough job of keeping tabs on their team.  They need to know what each sales representative is doing, how successful their activities are, and how well (or poorly) different...

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