Microsoft CRM, Apple & Google – A Stronger Relationship
People interested in Client Relationship Management (CRM) solutions, who also happen to utilize different web browsers, devices or technologies, will now find Microsoft Dynamics CRM able to work from...
View ArticlexRM Explained – Enabling an ‘Anything to Everything’ Relationship
Business is all about relationships - relationships between people and their needs, Establishing and maintaining their trust and providing people with valuable and memorable experiences is what...
View ArticleCRM & ERP – Even Better Together
Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems have traditionally been independent standalone business applications, and over the last ten plus years they have...
View ArticleHow Customer-Centric (Really) is Your Organization?
Answer this question honestly. Does your businesses and IT organization regularly evaluate if the business strategy and supporting technology systems are properly aligned to truly center around the...
View ArticleGood Data Hygiene Leads to Healthy & Profitable Client Relationships
In working with a client recently on their organization-wide CRM strategy, we were discussing the goals and objectives for the project, and one of the Directors mentioned her goal was to instill better...
View ArticleSystemize Personalization with Microsoft Dynamics CRM and SharePoint
In real estate, the experts say the key to success is location, location, location. And in business, especially today, it is personalization, personalization, personalization. Bottom line is, if you...
View ArticleIssues Deleting Products from an Opportunity
In the vast majority of sales-related CRM implementations, the Opportunity entity is of great importance. I often say that it is where the sales people will live. A wonderful part of the opportunity is...
View ArticleCRM 101 – Back to the Basics
“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around...
View ArticleIntroducing Dynamics CRM 2016
If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly...
View ArticleImproving Sales Through Microsoft Dynamics CRM
Three Basic Steps to Help Improve the Sales Funnel in 2016 As we approach the middle of the selling year and consider reading articles and joining webinars that promise to help us “improve sales” and...
View ArticleMicrosoft Dynamics 365: What You Need to Know
Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers and automate business processes to improve productivity. Today’s business management...
View ArticleIntegrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way
A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons...
View ArticleCreating a Customer-Centric Culture in a Customer-Focused World
“It is not the employer who pays the wages. Employers only handle the money. It is the customer who pays the wages.” – Henry Ford Creating Your Customer-Centric Culture A recent conference on customer...
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