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Category Archives: How to
Using advanced find with one to one relationships in CRM 4.0
When the new many to many feature for any relationships came out with CRM 4.0, a lot of us had issues using it. I still haven’t figure out a way to use it to access records in a workflow and … Continue reading
An evolutionary approach to CRM implementation
The evolutionary approach to CRM projects helps to reduce risk while delivering faster ROI. Continue reading
Posted in CRM, How to, Training
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What you need to know before buying CRM
In talking with our prospects and customers, we find there are many misconceptions about CRM software. Many don’t understand what it really is, some are concerned about its less than stellar history, and others are just looking for a quick fix. Here’s a quick primer. Continue reading
Posted in CRM, How to, Installation
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Microsoft CRM 4.0 Internet Facing Deployment
This morning I got the pleasure of using the Microsoft IFD tool to create an Internet facing deployment for one of our clients with a pre-existing CRM 4.0 deployment. After all the hype when CRM 4.0 first came out, I was expecting more trouble than it really took. The IFD tool made it simple.
MS CRM 4.0 Sample Quote Template
Here are two updated CRM 4.0 Quote templates for Word mailmerge Continue reading
Using Outlook Favorites for fast access to CRM (video demo)
In my top 10 blog for CRM improvements, one of the tips is to use the Outlook shortcuts to get to all of your CRM folders quickly. Here’s a quick video demo that shows you how to do it.
Customer Retention Strategies – Plugging the Leaky Bucket
Customer Relationship Management is a process not a program. And, customer retention is only part of the process known as Customer Relationship Management (CRM). Continue reading
Posted in CRM, How to, Uncategorized
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Top 10 CRM Tweaks for New User Productivity
So, now that you’ve got your CRM system in place, how do you make it work for you? Here are some simple solutions to increase your user productivity and make your implementation a success! 1. Add highly used folders from … Continue reading
Top 10 CRM Tweaks for New User Productivity
So, now that you’ve got your CRM system in place, how do you make it work for you? Here are some simple solutions to increase your user productivity and make your implementation a success! Continue reading
Customizing Your Outlook Desktop for CRM
One of the most important things you can do to improve your Microsoft CRM productivity is to customize your Outlook desktop. It takes only a minute to do and will turbocharge your CRM productivity. Continue reading
