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

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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

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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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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

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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

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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

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