Posts Tagged Dynamics CRM
Leverage the Microsoft Technology Stack – Gartner Analysis of Dynamics CRM
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on July 6, 2011
Gartner, one of the world’s leading information technology research and advisory companies, recently completed an independent Analysis of Microsoft’s Dynamics CRM offerings and the report’s number one recommendation is at the heart of Microsoft’s CRM strategy: “Any size company that has a Microsoft technology stack should consider Microsoft Dynamics CRM for automating sales force automation [...]
Calculations Using Processes in CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on June 30, 2011
Recently a customer requested that we apply a calculation to opportunities within Dynamics CRM 2011 and since some of the terminology has changed from CRM 4.0 to CRM 2011 I thought it may be helpful to layout the process. “Processes” in CRM 2011, previously referred to as “workflows” in CRM 4.0, can be used to [...]
Microsoft CRM 2011 Add-on Spotlight: Inside View
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica, Uncategorized on June 2, 2011
The open architecture of the Microsoft Dynamics CRM platform is one of the many strengths which allow Microsoft partners to build add-on solutions that can bring even more value to sales and marketing organizations. Inside View, one of Microsoft’s 5-star rated CRM Marketplace partners, recently announced the CRM 2011 release of their sales intelligence solution. [...]
Importing Data to Microsoft Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Microsoft, Systematica on May 9, 2011
Microsoft Dynamics CRM 2011 has a built-in feature that can import data into the system. This feature now takes on some of the functionality of the Data Migration Manager and is accessible through the new ribbon bar across the top of the screen. Notice, you are prompted to start a new import or download a [...]
Cloud CRM for Less – Dynamics CRM Special Promotion
Posted by Sara Corbett in Dynamics CRM, Systematica on April 30, 2011
Get Paid $200 for each Microsoft Dynamics CRM Online User Subscription License. Offer Expires May 28th, 2011 Do you love getting a deal on a new purchase? Do you delight in finding $20 on the ground? Do you love saving money on things you need so you can spend it on things you really want? [...]
Extending the Reach of CRM with Marketing Automation
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on March 31, 2011
Today’s information savvy prospects don’t have a lot of time or patience for lengthy sales calls. When you are fortunate enough to interact directly with a hot lead, you will need to provide immediate relevant, valuable information in order to keep the potential customer engaged in the conversation. Marketing automation can arm your sales team [...]
Streamline Customer Service with Dynamics CRM 2011 Guided Processes
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on January 25, 2011
Many companies implementing a CRM solution focus their efforts on the sales and marketing aspect of their business. However, customer satisfaction and retention can be just as important to the success of your CRM solution and your business in general. As written in the Harvard Business Review, management consultants Frederick Reichheld and Earl Sasser estimate [...]
Create free form reports using cube functions in Excel
Posted by Abi Shende in Dynamics CRM, Dynamics GP, Systematica on December 29, 2010
Microsoft Analysis Services provides an OLAP (Online Analytical Processing) engine that provides fast access to aggregated business data such as sales, budgets, inventory and costs. Analysis Services publishes data in form of a cube which enables you to filter and group data by predefined categories or dimensions. A cube is often used with Excel PivotTable [...]
Microsoft Dynamics CRM Online Rebate Starts at $3,000!
Posted by Sara Corbett in Dynamics CRM, Systematica on December 9, 2010
As you may have heard, on Monday, December 6th, Microsoft announced a “Cloud CRM for Less” offer. Given that Microsoft’s release of the Open Letter from Michael Park which announced Cloud CRM for Less coincided with the start of Dreamforce, the annual Salesforce.com customer conference… And given that their new campaign “Don’t Get Forced. Get [...]
Easy Configurations to Simplify Query Searches in GP and CRM
Posted by Sara Corbett in Dynamics CRM, Dynamics GP, Systematica on October 9, 2010
As you may know, I really like SmartList Builder in Microsoft Dynamics GP as well as Advanced Find in Microsoft Dynamics CRM. I’m a big fan of creating queries. It’s probably directly connected to my deep sense of curiosity and love for asking questions. And if you value integrated business intelligence, creative license to easily [...]