Blog Archives

Microsoft Dynamics CRM – A Salesperson’s Best Friend, Part 2


In the last part of this series, I touched on how easy it was for my sales manager to view all of my activity and pipeline without having to present him with a report every week.  This post will focus

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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Promotions, Sales, Tips & Tricks

Microsoft Dynamics CRM – A Salesperson’s Best Friend, Part 1


Every successful salesperson has their ‘go to’ tools like Google, Manta, or LinkedIn that help them throughout the sales process.  However, my favorite tool is Microsoft Dynamics CRM.  In this series I will share with you several time-saving features I like

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Posted in Cool New Stuff, Microsoft Dynamics CRM 4.0, New to CRM, Sales

How to Perform an Advanced Find Search in CRM


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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Sales, Tips & Tricks, Training, Video Blog

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

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

A Quick Way to Fill Out A Contact Record


Are you tired of re-writing all the same address and phone information for Contacts in CRM as their Account? Have you forgotten to associate a Contact to an Account? Watch this video to learn a simple tip to save you

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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Tips & Tricks, Training, Video Blog

The Outlook Interface


Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!

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Posted in Marketing, Microsoft Dynamics CRM 4.0, New to CRM, Sales, Tips & Tricks, Training, Video Blog