CRM Modifications and Customization

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One of the true powers of CRM is the ability to make modifications or customize to the system simply and quickly.  However “with great power comes great responsibility”… seriously, planning and caution need to be taken in to consideration when making any changes.  Here are few simple tips when making modifications to CRM.  When planning [...]

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On December 20th, 2011, posted in: CRM Posts by admin

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Microsoft Announces Dynamics CRM for Nonprofits & NGOs

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Redmond, Washington. — April 7, 2010 — Microsoft Corp. today announced the availability of Microsoft Dynamics CRM for nonprofits and nongovernmental organizations (NGOs). The solution provides out-of-the-box constituent relationship management functionality as well as customizations for donation and pledge management, basic membership management, basic volunteer tracking, campaign management, dashboard reports, and support for online payment [...]

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On June 17th, 2011, posted in: CRM Posts by admin

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Scott’s thoughts on the Sales Process

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Sales Process, Sales Process , Sale Process! When asked what one of the biggest factors in having a successful CRM implementation I always respond Sales Process. Sales is not some magical gift that you are born with , its hard work and a repeatable process that makes sales. I think that if you speak with [...]

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On February 6th, 2011, posted in: CRM Posts by admin

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What is CRM?

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Customer Relationship Management usually refers to software. If you're like me, you find it odd that software does not appear anywhere in acronynm. After all, relationship management refers to more than just software. I guess it's just one of those things–like how indie rock is genre despite the fact that indie could refer to any [...]

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On November 9th, 2010, posted in: CRM Posts by admin

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