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Post date: 1/20/2014
The goal behind a CRM system usually consists of a 360-degree view of the customer and building strong, emotional relationships.  However, before you can have a successful CRM system you must have a CRM strategy. Many people mistakenly think...
Post date: 1/15/2014
Many factors are going to drive changes in 2014.  Old school advertising is becoming less effective, customers are becoming dramatically more sophisticated, and engaging your customer’s (the way they want to be engaged) is more important than...
Post date: 1/13/2014
Recently the results of a study ("Narratives of Job Satisfaction Offered by the ‘100 Best Companies to Work for in America’") conducted and written by Douglas J Swanson, Ed.D APR was sent to me. In summary, this study and the resultant paper written...
Post date: 1/10/2014
If you use custom security roles as your only security roles in CRM 2011 then you may run into this permissions issue when you upgrade to CRM 2013 and use the new 2013 Account and Contact forms:It is a nice generic error with no log file attached or...
Post date: 1/8/2014
A retail media group that creates, manages, and operates online media programs for nationally recognized e-commerce websites had outgrown both QuickBooks and their outsourced bookkeeping. This dynamic organization delivers innovative digital ad...
Post date: 12/30/2013
A few weeks back I had an interesting conversation with a long-term care (LTC) facility about their technology infrastructure and the idea of utilizing Microsoft Dynamics GP to meet their needs.  As an organization they seem resistant to making...
Post date: 12/20/2013
Are you looking for a Customer Portal for Microsoft Dynamics CRM 2013 (or 2011)? If so, check out the CRM Vertex Portal solution which is now available! Improve business potential, add value to your customers, reduce costs and enhance your support...
Post date: 12/18/2013
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value.  It can help to drive greater customer satisfaction, better engagement, increased sales, and improve your...
Post date: 12/16/2013
Microsoft Dynamics CRM 2013 has a new layout that enables users to access all the areas of the application in a way that’s fast, fluid, and relevant to whatever you’re working on. The new interface allows users to work with speed, intuition, and...

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