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The Economy is Coming Back; Make Sure Your CRM Software is Ready

As our economy pulls out of its long recession, businesses are looking at their IT setup and finding that their systems are old and out of date. In particular, CRM software has suffered as companies...

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Microsoft CRM Mobile To Be Released Q2 2012

Microsoft Dynamics CRM has increasingly been the solution of choice for companies looking for a flexible and powerful sales, marketing, and customer service tool to grow their businesses. With the look...

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Capture Internet Leads Effectively With Microsoft CRM

One of the biggest challenges growing businesses face is finding an effective way to capture leads from their website. With widely available and sophisticated tools available to capture leads online,...

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Counting the Hidden Costs of Salesforce.com

When businesses evaluate CRM solutions, many factors are considered from functionality to user adaptability. But regardless of the main reason for looking at a new solution, all business ultimately...

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Microsoft CRM Can streamline Tax Return Processing

CPA firms often have difficulty tracking the progress of tax returns as the paperwork makes it way through their internal work flow. In most cases, a client will drop off a return, and various...

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Which Version of Microsoft CRM is Best Suited for You: On-premise or Online?

For some time now, Microsoft has been adding functionality to Microsoft CRM Online. These enhancements support greater organizational complexity – more users, departments, countries, and lines of...

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How to Select a CRM Implementation Partner

Choosing the right partner for your Microsoft CRM implementation is crucial, but with so many resources out there, finding the one best suited to your needs can be difficult. That means it is very...

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Integrate Microsoft CRM with any ERP package

Businesses today are increasingly looking to integrate Microsoft CRM with their ERP package. The advantages of having such integration are numerous. Sales teams get a complete view of their customers’...

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Convert Internet Leads Quickly with Microsoft CRM

As we all know, internet searches are growing by leaps and bounds. There are 3 billion searches conducted per day, and the number has steadily doubled every 2 years. Simply put, people are searching!...

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Leader in Thermoform Packaging Accommodates Growth with Microsoft Dynamics CRM

Tray-Pak Corporation in Reading, PA, employs its expertise in custom thermoforming to design and manufacture rigid plastic packaging for clients in a variety of markets. The company’s customers include...

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You Are Going to Like the Microsoft CRM 2012 Update – Really!

With Microsoft CRM’s December 2012 Service Update, new capabilities have been introduced in the sales and service applications to drive successful sales and customer service. The update also features a...

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Fixed Fee Implementation of Microsoft CRM

Many businesses have utilized Microsoft CRM to automate their sales process, customer service operations, and many other client contact functions. While the vast majority of businesses recognize the...

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Cost of Implementing Microsoft CRM

Many factors go into deciding the right CRM solution – ability to meet business requirements, ease of use, adaptability with other technologies, etc. But whatever your criteria are, in the end all...

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Thoughts on Microsoft CRM 2013

Microsoft CRM 2013 is coming soon – October 1 to be exact (barring any last minute delays). Microsoft has given it’s preview to partners like us, shown us the new features, the changes, the navigation,...

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4 Things to Watch for When Sending a Microsoft CRM Email Blast

Today I got an email that said, among other things, that the business sending me the email would like the opportunity to sit down with me or “any other member of the sales team at...

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Microsoft CRM Trials Are Great – But Get It For The Right Reason

Businesses considering implementing Microsoft CRM are increasingly using 30 day trials of Microsoft CRM as a way of evaluating it as a solution for them. There is a good reason to do this – it is quick...

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Make Sure Your CRM Project Does Not Fail

When implementing a new CRM system, you should always keep in mind this simple rule:  your new system will fail if end users don’t like using it. It’s true. No matter how good your planning was, or how...

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Just When You Thought You Had Your Arms Around CRM, Along Comes….XRM

Over the past 10 years or so, companies have embraced Customer Relationship Management software as the best tool to manage sales, service and marketing. With solutions like Microsoft Dynamics CRM,...

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Track Documents and Productivity with Microsoft CRM

Many businesses today have utilized Microsoft CRM’s feature rich automated workflows to track sales and customer service. But what about businesses that do not have a sales force? Can Microsoft CRM...

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Top 10 Signs That You Need a New Customer Relationship Management Package

With all apologies to David Letterman, this month I thought I would take a look at the top signs that your CRM software needs updating.  You know you need new software when: 1)      You track sales...

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