Microsoft Dynamics CRM – How Do We Get Our Users To Use It?
This seems to be a question many customers ask about their newly implemented Microsoft Dynamics CRM solution. There is no single magic answer to that question that fits all situations, but I hope to...
View ArticleThe Importance Of Executive Sponsorship For ERP/CRM Deployments
What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions...
View ArticlePut Microsoft Dynamics CRM Into Action To Increase Profitability
Do you sell products, offer services or both? While CRM initiatives can, and often do, combine sales and service, implementing either a sales or service solution alone is also a valid approach. Here...
View ArticleTrack Social Media Marketing with Microsoft Dynamics CRM Accelerator
Let’s face it; this social media fad isn’t going out of style any time soon and has actually increased in usage during the past 12 months. According to the Top Eight Customer Management Trends for...
View ArticleMicrosoft CRM Buying Checklist
Crestwood has been implementing Microsoft CRM since its first release almost 7 years ago. We are committed to learning about your industry and studying your specific business practices before clicking...
View ArticleCRM Synchronicity
“I am interested in purchasing a new CRM system for my sales staff. Do we need off-line capability?” To answer this question you might ask yourself: How often should my sales people be in front of...
View ArticleMaking the most of your Microsoft Dynamics CRM Opportunities
Let’s say I am a National Sales Manager managing a fairly good sized nationwide sales force of independent agents and direct sales employees. These sales people are of widely varying experience and...
View ArticleTraining on Microsoft Dynamics CRM is key to success
Because Microsoft Dynamics CRM is so customizable, flexible and easy to use, many customers implementing Dynamics CRM consider training an afterthought. But training is a continuous process in...
View ArticleAchieve Customer Satisfaction With Microsoft Dynamics CRM Through Multiple...
This article caught my eye because it touches on three industries where CRM is key to customer satisfaction. Also, because Crestwood Associates has several customer in each of these industries. Wealth...
View ArticleThree Things to Get Excited About in CRM 2011 (aka CRM 5)!
With the tremendous success achieved by Dynamics CRM, many end users and partners alike are anxiously looking forward to the next release of CRM. CRM 2011 (also known as CRM 5) is expected to be...
View ArticleCRM – the Gateway for More Business Opportunities
Professional service firms—such as business consultancies, architect and engineering firms, and accounting and legal practices— are being challenged today as never before. Like their customers,...
View ArticleDynamics CRM Accelerators – What They Mean To You
A number of bloggers have talked about the Dynamics CRM Accelerators. These add-ons provide additional functionality that Microsoft has developed for Dynamics CRM and are available to download and use...
View ArticleExpanding B2B E-mail Marketing with Microsoft Dynamics CRM
How many tools do you use to automate your e-mail marketing, create custom landing pages, generate leads, provide web analytics, and analyze leads? Now does it integrate to Microsoft Dynamics CRM?...
View ArticleMicrosoft Dynamics CRM: Sell Your Product Out Of The Box
While we know Microsoft Dynamics CRM/xRM offers incredible flexibility to enable it to be modified to fit basically any application or industry. Here is a question: What industry could be seen as the...
View ArticleWhy Associations Need Microsoft Dynamics CRM to Manage Their Members
Most associations do not have “customers”, so do they need Customer Relationship Management? Crestwood Associates and Microsoft Dynamics CRM believe they do. Microsoft had an accelerator (add-on to...
View Article15 Things to Love about Dynamics CRM 2011 – Part I
I’m starting a 5-part series on the best features about CRM 2011. Each post will cover 3 new things that I didn’t know I couldn’t live without! I’ll be honest, Dynamics CRM was tough to use at times....
View ArticleTop 3 Benefits of Microsoft Dynamics CRM and SalesFUSION Integration
To enhance the usefulness of Crestwood Associates’ Microsoft Dynamics CRM system, we deployed SalesFUSION – an integrated marketing automation system. After using the integrated SalesFUSION application...
View Article15 Features to Love about CRM 2011 – Part III
Part III of my 5-part series, top 15 features to love about CRM 2011. Here they are, the next in the lineup of great features that will make you more productive without even trying. 7. Role-based...
View ArticleMicrosoft Dynamics CRM Off-Shore Development
The demand and availability of high quality and low cost software development resources for the development of all kinds of software has forced the movement of many larger software development projects...
View ArticleCRM Business Intelligence for Mid-Sized Companies
Business Intelligence (BI) and KPIs (Key Performance Indicators) are finally affordable and easy to use for a mid-sized company. Many Microsoft Dynamics CRM users are experiencing sales and inventory...
View ArticleCan You Trust the Microsoft Data Center for Microsoft Dynamics CRM Online in...
If there is any complaint one can level against cloud computing, it is that you must trust your most precious business operations and data to a service provider who may or may not have the...
View ArticleHow to Capture the Advantages of Cloud Computing While Avoiding the Risks
You’ve heard them before, the advantages of cloud computing are plentiful, but you also need to be wary of the potential risks. One way to do this is to ask the right questions: Should you be looking...
View ArticleWhat’s in a Name? CRM vs ERP and the Importance of Speaking Your Customers’...
Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, the technology...
View ArticleWant CRM Success? Serve the Servants First!
Imagine this: You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your...
View ArticleHow to Use Connections in Microsoft Dynamics 365 for Sales
In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities. Connections add...
View ArticleHow to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM
In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales. Business process flows are useful for standardizing how...
View ArticleHow to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM
In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales. "How do I create an email signature?" is a very common...
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