Category Archives: CRM

How can an association use CRM with a self-service portal?

Microsoft Dynamics CRM and the Customer Portal In recent years, organizations (in particular associations) have discovered the power of customer relationship management (CRM) platforms. Most associations now want an association management solution (AMS) built on an industry leading CRM platform. … Continue reading

Posted in AMS, CRM, xRM | Tagged , | 1 Comment

Leveraging CRM Data for Membership Growth Strategies

Digging into your membership engagement data in Microsoft Dynamics CRM to uncover growth opportunities If you are familiar with the association world, then you know that there really is an association for just about anything. That also means that there … Continue reading

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The “Our CRM Stinks” user proclamation and the top 3 ways to avoid a stinky CRM

“Our CRM Stinks” – have you ever heard those words from a CRM user? This post is about stinky CRM – the kind of CRM (customer relationship management) that users find offensive and therefore avoid using and leveraging into their … Continue reading

Posted in CRM | 1 Comment

Math Gone Social

Many seem to enjoy an occasional online brain teaser and there seems to be an increasing number of these little math challenges being shared across social platforms.  With all the sharing and engagement going on, the next logical step is to get … Continue reading

Posted in CRM, Off-topic | 1 Comment

CRM Confusion: The Double Definition of CRM

The acronym CRM is increasingly becoming a household name or at the very least a well-known business term. But what exactly is CRM these days? To most, CRM has the fairly straight-forward definition it started with: Customer Relationship Management – … Continue reading

Posted in AMS, Association Management Software, CRM, SystemSelection, xRM | Tagged , , , | 2 Comments

Breaking down CRM options for Associations

The Pros and Cons of moving to CRM at your Association Lots of talk about CRM these days – more so than ever it seems. How can associations leverage CRM? Where does an association start? What are the options out … Continue reading

Posted in AMS, Association Management Software, CRM, SystemSelection, xRM | Tagged , , , , | 1 Comment

Discussing xRM, Legos, Restaurants on Rothman Tech-Tips

I was recently the Tech-Tip guest on Rothman Tech-Tips (video blog).  The host was Matthew Rothman.  Matt helps educate clients regarding technology.  He “connects the dots” for the everyday person on enterprise-level and emerging technologies.  Today’s topic was xRM and … Continue reading

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Top 4 Recent Microsoft Videos Worth Viewing

Visually Understand Where Microsoft is Now and Will Be Soon It would seem that Microsoft has started providing a lot more interesting videos to share.  From their corporate YouTube channel (youtube.com/Microsoft) to videos specific to my favorite application, Microsoft Dynamics CRM (youtube.com/msdyncomm). So many that you … Continue reading

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Using LEGOs to help explain xRM and the Microsoft Dynamics CRM Platform

Microsoft provides the rich foundation, the various interconnecting blocks, and the many special pieces to easily extend Microsoft Dynamics CRM.  Using Microsoft Dynamics CRM as a platform and extending CRM to meet new and different business needs is often referred … Continue reading

Posted in CRM, xRM | Tagged , , , , , , , | 5 Comments

Windows 8 and the Tablet – Getting Stuff Done

Do you have a tablet?  Do you like it?  I know for me, I can sit on a comfortable sofa, browse the internet, play games, watch video, look at pictures, and basically “consume” information and content. If you or I had to create a large complex document, my … Continue reading

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Having My Documents available on any device rounds out cloud computing

Do you have your ‘My Documents’ folder in the cloud?  If not, read on to find out how (and why). Having My Documents in the cloud truly does round out cloud computing and the common everyday needs for users which usually include: … Continue reading

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4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM

I often hear from business executives about their concerns with duplicate systems and multiple data silos.  I also hear the desire to create or improve “a grand all-encompassing data warehouse” so executives can better understand customer trends as well as all sorts of … Continue reading

Posted in CRM, SystemSelection, xRM | Tagged , , | 4 Comments

Data Security Online and Searching for Trusted Technology

Online experiences shape our opinion of cloud computing and with use of the cloud expanding, people and companies are in search of trusted technology experiences. More companies are testing the waters with cloud computing – especially with CRM.  The cloud promises better computing … Continue reading

Posted in CRM, General, xRM | Tagged , , , , , , | 1 Comment

Is Windows 8 Metro Your New CRM Dashboard?

Grouping your KPI’s on Tiles is a Touch Away Using the new Windows 8 Start Screen as your new dashboard allows you to combine your “tiles” in the order you want.  Tiles can represent apps (such as Microsoft Dynamics CRM), … Continue reading

Posted in CRM, General | Tagged , , , | 2 Comments

People Use What Works – Well

Top 3 design considerations in CRM for “trickle up” benefits When it comes to design, people tend to use what works well. The key word there being “well”.   An easy to use CRM (and xRM) system not only increases user … Continue reading

Posted in CRM, xRM | Tagged , , | 5 Comments

Innovation and xRM

New business solution innovation from unlikely sources by extending Microsoft Dynamics CRM – often called xRM This post focuses on the following questions related to small and large business solution innovation through the use of xRM (eXtended Relationship Management): First, … Continue reading

Posted in CRM, xRM | Tagged , , , , , | 14 Comments

What if a Car Could Change its Own Oil? – a Cloud Analogy

Why should companies embrace the cloud?  Here are two quick analogies to help explain the power of the cloud and the easy low maintenance benefits of cloud computing Analogy 1 – The Car that Changed its own Oil:  Do you change the engine oil … Continue reading

Posted in AMS, CRM, SharePoint, SystemSelection | Tagged , , , , , , | 2 Comments

Is that an AMS in your pocket?

Associations can utilize smaller devices to bring their AMS (Association Management Software) to where their members are. Imagine having your entire association database on your smartphone or tablet as you walk around the Expo floor of your Annual Meeting. Imagine … Continue reading

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Social Tools Allow You to Know All Your Customers Like Your Best Customers

Add Vital Data to Your Customer Database from Social Networking Sources “What’s the husband’s name again?”, I ask my wife on our way to a dinner party.  “Give me a minute”, she says as she quickly goes to Facebook from … Continue reading

Posted in CRM, General, SharePoint | Tagged , , , , , , , , , | 1 Comment

Does Your CRM Align with Your Process?

Defining a clear and winning sales process in CRM to increase sales From company products and services to new memberships at associations, business owners, executive directors, and managers are always looking for ways to increase sales. Increasingly, they are looking to new … Continue reading

Posted in CRM, SystemSelection, Uncategorized | Tagged , , | 5 Comments