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Posts
- How can an association use CRM with a self-service portal?
- Leveraging CRM Data for Membership Growth Strategies
- The “Our CRM Stinks” user proclamation and the top 3 ways to avoid a stinky CRM
- Math Gone Social
- CRM Confusion: The Double Definition of CRM
- Breaking down CRM options for Associations
- Discussing xRM, Legos, Restaurants on Rothman Tech-Tips
- Top 4 Recent Microsoft Videos Worth Viewing
- Using LEGOs to help explain xRM and the Microsoft Dynamics CRM Platform
- Windows 8 and the Tablet – Getting Stuff Done
- Having My Documents available on any device rounds out cloud computing
- 4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM
- Data Security Online and Searching for Trusted Technology
- Is Windows 8 Metro Your New CRM Dashboard?
- People Use What Works – Well
- Innovation and xRM
- What if a Car Could Change its Own Oil? – a Cloud Analogy
- Is that an AMS in your pocket?
- Social Tools Allow You to Know All Your Customers Like Your Best Customers
- Does Your CRM Align with Your Process?
- Showing CRM on a Tablet at ASAE Annual Meeting 2011
- Would a Surgeon use a Swiss Army Knife
- Privacy and Securing Sensitive Data in a Shared Enterprise Database
- What Constitutes a Technology Game Changer?
- Ask Why
- Your Next AMS Might Not Be An AMS
- Welcome to My Blog
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Category Archives: xRM
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
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 crm, CRM as an AMS, Microsoft Dynamics CRM 2013, xrm
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 Associations, CRM as AMS, Microsoft Dynamics CRM, Salesforce.com, xrm
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
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 CRM as Platform, define xrm, definition of xrm, explain xrm, Microsoft Dynamics CRM 2011, what is xRM?, xrm, xrm defined
5 Comments
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 data management, duplicate data, Microsoft Dynamics CRM 2011
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 cloud crm, Microsoft CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, Secure CRM, Selecting CRM, Social CRM
1 Comment
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
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 crm, crm2011, innovation, innovator, Microsoft Dynamics CRM 2011, SharePoint
14 Comments