3 Reasons Your Go Live Date Should Never Be January 1st We’ve encountered quite a few companies that want to, or already have, selected January 1st as their planned go live date—and why not? After all, the first day of a new year seems like an intuitive day to pick: the start of a …
3 Reasons Your Go Live Date Should Never Be January 1st Read More »
Determining the Best CRM for Your Business The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming, with every vendor promising the latest update and innovative new feature. How do you sort through all the marketing talk to really …
Best CRM: Salesforce vs Dynamics 2015 — Reporting Read More »
Software Adoption Strategy — Everything You Should Know Businesses naturally invest in their vision, and innovators are now looking toward enterprise software to allow them to achieve it. However, even some of the most well-intentioned projects will ultimately fall flat because of a failure to include a comprehensive organizational change management plan and software adoption strategy in the project …
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Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the company’s future revenue growth, and the businesses that fail in this process often face difficult futures. …
5 Reasons Why Businesses Are Choosing Dynamics CRM 2015 As a certified Dynamics CRM 2015 partner, we recently took some time with our most recent Dynamics CRM clients to determine why they decided to implement Dynamics CRM 2015, and what they’ve been able to accomplish with it. Our conclusion? there are 5 primary reasons why …
3 Easy Ways To Improve CRM Use One of the common battles we see organizations face when implementing or adopting a new CRM system is determining the correct way to use the system. One of the best ways for companies to improve CRM adoption is to effectively contour the system to the company. This means …
In this how-to, I will show you the process I used to assign a client’s contacts to marketing lists in Microsoft Dynamics CRM.The client had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in Dynamics CRM. Normally, loading data into Microsoft Dynamics CRM is easy.
