Blog Archives

Why You Need A CRM Consultant with Sales and Marketing Experience


The WHO is just as important as the WHAT in CRM. The WHO: the Partner working with you to design and implement CRM The WHAT: the design and use of CRM. CRM can encompass many different WHATs.  It is designed

Tagged with: , ,
Posted in Design Phase, Implementation Phase, Marketing, Microsoft Dynamics CRM 4.0, New to CRM, Sales

Bringing the Stakeholders to the Table


So last week I talked about Diving Into CRM, getting your feet wet and yet taking a methodical approach to installing and most importantly implementing CRM.  I described the six steps in creating a Design Document: Bring all the key

Tagged with: ,
Posted in Design Phase, Marketing, Microsoft Dynamics CRM 4.0, New to CRM, Sales, Training

Diving Into CRM!


Microsoft Dynamnics CRM is fun and exciting when you’re thinking about its possibilities for your sales and marketing efforts.  All the grand ideas begin to play out in your head about how you will use it to track sales, customers, cost

Tagged with: ,
Posted in Design Phase, Marketing, Microsoft Dynamics CRM 4.0, New to CRM, Sales, Tips & Tricks