Posts From The TM Group

What’s right for you: On-premise or online cloud CRM solutions

When companies today search for CRM solutions, they usually explore the possibility of cloud-deployed options. Data accessed through mobile devices or other online computing tools is fast and flexible. It is the go-to strategy to stay competitive in the modern

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Email a Link Button

There is a great but little-known feature in Microsoft Dynamics CRM that makes it easy to quickly email someone a link to a CRM record. This “Email a Link” button is in the Microsoft Dynamics CRM record’s ribbon menu. I

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Microsoft Dynamics GP facilitates manufacturer communication with clients and partners

Enterprise resource planning software improves a manufacturer’s internal operations. Many companies turn to Microsoft Dynamics GP to plan production in the context of finances, manage inventory and monitor workflow progress.   The same data that provides visibility for a business’s

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How to use CRM Software Data

Some companies purchase CRM services without a plan on how to use CRM data generated by the software. A 2014 Gartner survey, however, indicated master data management is a critical factor for the optimum performance of a CRM solution. The survey said

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How ERP Integration Can Improve Your Business

Some businesses don’t mind hard work. To be a successful entrepreneur you have to embrace the idea that you are going to put in a lot of long hours and tough days. There is, however, a difference between effort and

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From the shop floor to the board room: Understanding the true scope of current ERP

Enterprise resource planning software began as a tool for managing manufacturing input and output, creating a more efficient style of operation backed by strong data and forecasting. That aspect of ERP hasn’t gone away by any means, but some organizations

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A lack of business productivity and what to do about it

Businesses doing well in their fields tend to expand. As more sales are made, more clients are found or more goods or services are provided, a company increases revenue and profit. That money then goes toward building the company further

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Show Me the Money: CRM

Every organization has customers, although the organization may not call them customers. A manufacturer that doesn’t sell to end customers may call them distributors. A foundation may call them grantees or partners. A professional services firm might call them clients.

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CRM Business Process Flow and Stages: The Challenges…and Hacks for Making It Work

Business processes were introduced with the release of Microsoft Dynamics CRM. This new feature is used to easily and efficiently drive a user through each stage to complete a Lead, Opportunity, Case, or any other out-of-the-box or custom entity. This

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Have You Taken the Steps You Need to Maximize CRM ROI?

Getting the most out of an investment is a near-universal desire for businesses. No matter whether the asset in question is equipment, software or a new hire, companies want to make sure they’re receiving a return on the time and

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