CRM

Buyers Guide To Software Selection Infographic

Ultimately, educating yourself about the software selection process (ERP and CRM) is one of the best ways to mitigate the…

2 years ago

Salesforce and Dynamics CRM Magic Quadrant Leaders

Salesforce and Dynamics CRM Magic Quadrant Leaders. Both possess a best value to users. Finding the right CRM is locating…

2 years ago

Salesforce vs ACT by Sage

Salesforce vs ACT: As a top mid-market CRM consulting firm, we are very often asked to compare systems. Our response,…

2 years ago

Dynamics CRM 2015 Update: Is It Right For You?

Dynamics CRM 2015 Update—is it right for your business? We discuss all the new features that Microsoft has developed within…

2 years ago

Video: Accessing Epicor Inside Salesforce1 App

See video demo of a company accessing Epicor inside Salesforce1 mobile app. A use case of how one company used…

2 years ago

Dynamics CRM Cross Solution Entity Changes

Tutorial - Cross Solution Entity Changes: Learn how to handle solution exports and imports on entities that have overlapping entity…

2 years ago

Dynamics CRM Custom Lookup Feature

Tutorial to add a Dynamics CRM custom lookup feature. This includes adding filter criteria, retrieving multiple records, looking for account…

2 years ago

Salesforce Development Compared To Dynamics CRM Development

A comprehensive article that compares Dynamics CRM and Salesforce development. We look at the development of custom objects, a kanban…

2 years ago

Are CRM and ERP Software Full of Empty Promises?

The truth about CRM & ERP Software is that it isn't designed to work for your business. It's a flexible…

2 years ago

Mapping Dynamics CRM To Sales Process | Why We Did It…

By mapping Dynamics CRM to our sales process we were able to see how tracking & information could help us…

2 years ago