Independent analysis shows that Microsoft Dynamics CRM drives tangible performance benefits for banks Independent analysis by The Optera Group shows that banks that utilize Microsoft Dynamics CRM markedly enhance their marketing, operations, and risk management results. According to First Research, ―The profitability of individual banks depends on
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Customer Relationship Management is pointless with customers. Getting customers is the result of two efforts: Marketing, to generate interest, and Sales to close the deals. We have previously discussed how CRM manages Sales; in this post, we will explore how CRM can help with the first step:
Read more →Even Google Hasn’t Completely Ditched Microsoft Office For Google Apps Want a job at Google? You might want to brush up on your Microsoft Office skills. That’s because a whole bunch of jobs at Google require expertise with Office software, particularly Excel, according to Google’s job listings.
Read more →We have covered the four basic cylinders of CRM, Leads, Opportunities, Contacts and Accounts. These are the four basic cylinders of Sales. In a future post, we will explore some additional cylinders related to marketing, but let’s switch gears for a bit. After all, getting a new
Read more →Okay, so far we have gone through “high-level” overviews of Leads and Opportunities. This post will be a little shorter as we dive into Accounts and Contacts. I say a little shorter as the concept of an Account and a Contact is pretty straight-forward, yet this is
Read more →In my last post, I discussed the concept of a Lead. The Lead was ultimately qualified (turned into) an Account, a Contact and an Opportunity. In this post I want to do a deeper dive into what an Opportunity is in CRM. First of all, an Opportunity
Read more →In my first post in this series I tried to show how spreadsheets and email clients really don’t cut it for meaningful client relationship management. I wrote about how some of the “CRM Lite” applications are a step up, but really only scratch the surface of true client
Read more →Those of you who have followed any of my past blogs know that I am fond of multi-part series. I have been noodling around about doing a series on CRM for a while and my recent trip to Microsoft HQ for the SMB Cloud Summit, really kicked
Read more →I recently attended the Microsoft Cloud Partner Summit at Microsoft HQ near Seattle. To say the experience was enlightening would be a significant understatement. Here were gathered 90 partners, one representative each, from the top cloud partners in the US. Microsoft’s cloud products, particularly Office 365 have
Read more →Microsoft (NASDAQ: MSFT) has made a significant gain with Office 365. Toyota Motor Corp. (NYSE: TM), which deployed Windows Azure last year for telemetrics services, is rolling out Microsoft Office 365 services to its more than 200,000 employees around the world. Using Office 365, Toyota is building
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