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 ( to videos specific to my favorite application, Microsoft Dynamics CRM (

So many that you may have missed a few really good ones.  Unfortunately, this list does not include any Harlem Shakes or long basketball trick shots.  This list is just a handful of recent videos from Microsoft that I thought were of interest and worth viewing.

1. Microsoft Dynamics CRM Mobile – Since this list has an emphasis toward Microsoft Dynamics CRM, this first video is on mobility and CRM.  The video walks through the power of getting business done across devices.  It highlights examples of working in the field, remotely, wherever you happen to be, and having access to the same information you are used to while “in the office”.

Mobile CRM Video

2.  Microsoft’s Future Vision: Live, Work, Play – This video is interesting to me – and simply fun to watch.  It is on Microsoft’s vision of the near future.  It highlights how technology can enhance the way we live, work, play.

Microsoft Future Video

3. CSX Transportation and Microsoft Dynamics CRM – Question: How does a company founded in 1827 survive in today’s economy?  Answer:  Innovate (and Microsoft CRM helps play a vital role). 

CSX and CRM Video

4. Reignite Your Passion – Unlock Your Potential with Microsoft Dynamics – This video provides an example of the new ways to think about how we view “work”.  It highlights the use of Microsoft Dynamics and the Surface tablet – and no formal desk and no formal tie 😉

Microsoft Reignite Passion Video

There certainly were more videos I could have included.  As a matter of fact, there are many good videos just on Microsoft Dynamics CRM.  To learn more about how Microsoft Dynamics CRM can help your organization, please contact me.



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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 to as xRM.


I always enjoyed playing with LEGO® sets when I was a kid.  I guess I still do, just look at my handy work for the images in this blog post.  Maybe that explains why many enjoy working with Microsoft CRM.  The two are similar in that you can build and create completely new and different things from the common set of building blocks.

Let’s take this analogy further – LEGO with wheelsYou could say that Microsoft provides three pre-built “Lego sets” with Microsoft Dynamics CRM.  These sets include Sales, Service, and Marketing for a compelling Customer Relationship Management solution.  You can use the features in Sales and even build on top of it if you wanted like adding your own custom fields.  To perform specific tasks, you could use the special pieces that Microsoft provides such as workflow or charts for example.  These special pieces fit nicely with the existing blocks.  You could even dismantle Sales down to the core blocks and rebuild it your way.  As a matter of fact, you could dismantle all three sets and build something completely new and different that had nothing to do with Sales, Service, or Marketing.

Using Legos to explain xRM – Building a solution using CRM that is completely new and has little or nothing to do with traditional Customer Relationship Management (sales, service, marketing) is sometimes a challenging concept to grasp.  Hence, the Lego analogy.  What occasionally throws people off is the name of the solution, CRM.  Microsoft really can’t change the name of CRM at this point.  I think that is why the term xRM is so popular and used so widely.  xRM is not a product but rather a strategy for innovation using CRM. This makes CRM unique – using CRM as a platform to create solutions.  Since this idea is similar to the use of Microsoft Access, I have sometimes heard CRM called “Access on steroids” but that is not a fair description.  Not because CRM uses a more powerful Microsoft SQL Server database but that there is so much more in CRM as a platform as well as a detailed and example-filled Software Development Kit (SDK).

Snap it all together with Microsoft CRM – Microsoft has different offerings for businesses and people such as Outlook, Office, Skype, Lync, SharePoint, and Yammer to name a few.  Microsoft CRM helps unify your experiences and connect these solutions together.  By “together”, I mean data and a central point for solutions.  Companies need one source (one database) to go to for the truth – the complete truth of a customer.  Companies desire a true 360 degree view of customer activities, transactions, communications, social interactions – all the layers of customer information.  Companies looking to deploy CRM often have customer data, product data, inventory data, financial data, events data, accounts receivable data, you name it, stored all over the place in separate databases and Excel files.  Microsoft Dynamics CRM can help integrate to or replace those systems entirely. Just like adding the right Lego blocks, CRM can be extended to bring the data AND the business process of the retired solution directly into CRM. This makes Microsoft CRM a pivotal and key component to consolidating systems, operations, and experiences across a diverse set of screens.

LEGO builder for CRMBefore you start putting blocks together – As easy as playing with Legos may sound, most companies seek experienced assistance to properly implement and strategically extend CRM.  Before you start putting blocks together in CRM, it is recommended that you form a roadmap and plan that is specific to your CRM goals and business drivers.  Start strategically by asking the critical “why” questions such as why are we doing this?  As you seek help, look for partners that not only have many bright and shiny CRM blocks (some of which may already be put together for you giving you a head start), but more importantly a partner that has the discipline to know when to set those blocks aside to focus on developing your plan for measurable business improvement. Otherwise, without a plan for your CRM, you may end up with a bunch of pretty and flashy blocks snapped together that few wish to use.

CRM is like using Legos – The blocks all fit together – particularly the many unique special pieces – to consolidate business systems and data, connect applications, make it easy to use, and unify experiences.

If you have any questions, please do not hesitate to contact me.

The use of the word “Lego” and “Legos” is a registered trademark of the LEGO® brand.

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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 guess is that we would not want to attempt such a task on a touch screen consuming tablet.

(Note: I briefly touched on this topic in the post: Having My Documents available on any device rounds out cloud computing but I thought that it was buried too far down the post and deserved its own blog post so here it is.)

Consuming Device vs. Creation Device – If I am doing ‘real work’, I prefer to use a big monitor, keyboard, and mouse as it is still for me the most effective way to work. This allows me to both consume content (viewing, reading, browsing) and create content (create, change, collaborate, invent).  My smartphone still plays a key role for me but is mainly a mobile consuming device for things such as reading emails. I might type a quick email response or text message.  A long detailed email is just easier on a creation device – as that is what that device was engineered to do.

Leverage the Cloud Across Devices – As shared in a previous post, I have access to my own My Documents folder from my tablet or phone or laptop using SkyDrive – same documents on any device.  Just recently I received a call from a client that had a question related to a document we both share on SkyDrive.  I was not in the office but I could pull up that exact document on my phone and go to the section immediately to help answer their question. I have the ability to view these documents on my phone or tablet, but I am unable (with my current consuming devices) to make edits or create anything new – just view the files.  That is changing.

The Change – Viewing (consuming) is nice but PC computing in general is going through some big changes and getting much better.  We are seeing a shift to tablets or hybrid touch tablets/laptops that run Windows 8 and it is this same interface across all the Windows devices. That means you can create and edit the same files across the device of choice.  To further expand on this, here is some related information:

  • Listen to Microsoft founder and Chairman Bill Gates as he shares his thoughts on Windows 8 and the new Surface device in this video.
  • Joshua Greenbaum has a blog post explaining consumption and creation and how it will affect the future of the enterprise.
  • Paul Thurrott has a post explaining Why Windows 8.
  • Windows 8 website.

The Work and Play Device – I am not saying that consuming tablets like an iPad are for play only. Certainly iPads can be used for work in many ways, but not all work in my view.  The true work/play device will be on Windows 8.  The Windows 8 website says, “Use your new tablet or laptop for entertainment, work, or both. Chat with a friend while scoping out a map, or play a game while getting stuff done. Go from spreadsheet to video in one swipe, or snap them side-by-side for easy multitasking”.

Windows 8 Start Screen with Dynamics CRMWindows 8 as a CRM Dashboard – 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), websites, analytics and KPI‘s, pinned contacts, your Outlook, calendar, tasks, weather, games, photos, and a whole lot more.  You can even tile just the parts of CRM you want.

The Start Screen can be your personal and business dashboard rolled into one.  Now that’s getting stuff done.

If you have any questions, please do not hesitate to contact me.

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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:

  • Email/Calendar
  • CRM
  • My Documents

All of these can now be in the cloud and available anytime from any device (phone, tablet, laptop).  Along with email, calendar, and CRM, users need an easy and safe place for their work and personal stuff (meaning My Documents).

“You need a place for your stuff”  George Carlin

The late George Carlin had a funny comedy routine based on the fact that you need a place for your stuff.  From a business and personal point of view, having all business applications along with your work and personal stuff available from any device, all in sync via the cloud, creates tremendous efficiencies.  Some people reading this article may already be using some sort of cloud file sharing but read on how Microsoft brings it all together.

Email – Before we discuss My Documents in the cloud, let’s start with email.  For example, I can go to my “Sent Email” folder and all my sent email is there whether I sent an email from my phone or tablet or laptop. I remember the days when I used to bcc myself when I sent email from a different device.  I don’t have to do that anymore.  All my email, tasks, calendar (all appointments are in sync across devices) and even my saved email folder structure is in the cloud and available from the device of choice.  This is made easy with the new free or Microsoft Office365.

CRM – The same is true for CRM (Customer Relationship Management).  Having one central database of truth for all my business relationships, team collaboration, a rich 360 degree view of my customers, activities, processes, next steps, buying trends, and analytics helps me do my job better. It helps me provide better value through better information and better relationships.  Having that same information available anywhere on any device is no longer a ‘nice to have’ in the competitive landscape of today, it is expected.  This is made easy with Microsoft Dynamics CRM.

My Documents – I recently moved my entire “My Documents” folder to SkyDrive – the whole thing.  It is free with 7 GB.  If my hard drive on my laptop crashes tomorrow, all my stuff is safe.  I remember the days not too long ago when I would be working on an important document at the office.  When I left to go home, there were times when I didn’t feel like packing up my laptop, so I would just email the document to myself so I could continue working on it from home.  I then graduated to SharePoint but I didn’t keep everything in SharePoint.  Everything was in my local My Documents folder on one device which was my laptop. This included all my personal stuff like kid’s soccer schedules, workout fitness programs in Excel, my personal stuff that I was reluctant to put out to SharePoint or a shared drive.  Now all my work and personal stuff is in the cloud.  I can easily share documents with anyone I wish.  I have access to My Documents from my device of choice.  And this is made easy with SkyDrive.

Consuming Device vs. Creation Device – If I am doing real work (as opposed to what?  fake work?), I use my laptop hooked up to a monitor.  This gives me a big monitor, keyboard, and mouse and is still for me the most effective way to work as it is both a consuming device (viewing, reading, browsing) and creation device (create, edit, save as, change, invent).  My smartphone still plays a key role but is mainly a consuming device such as reading emails. I might type a quick email response or text message.  A long detailed email is just easier on a creation device – that is what it is supposed to do.  It is great having access to the My Documents folder on my phone.  Just recently I received a call from a client that had a question related to a document we share.  I was not in the office but I could pull up that exact document on my phone and go to the section immediately to help answer their question. Tablets are great for one-on-one meetings to show a PowerPoint or file – again directly from SkyDrive.  Currently, I don’t have the ability to edit documents or create documents on my phone or tablet – just view the files.  Viewing (consuming) is good but it is about to get much better.  We are seeing a shift to tablets or hybrid touch tablets/laptops that run Windows 8 and it is this same smooth interface across all the Windows devices. That means you can create and edit the same files across the device of choice.  To further expand on this, here is some related information:

  • Joshua Greenbaum has a blog post explaining consumption and creation and how it will affect the future of the enterprise.
  • Listen to Microsoft founder and Chairman Bill Gates as he shares his thoughts on Windows 8 and the new Surface device in this video.
  • Paul Thurrott has a post explaining Why Windows 8.

There is an app for that 😦   In my opinion, I think you may start to hear a different context to the word “mobile app”.  I believe the word “app” which was so cool to say as in “there is an app for that”, may not be so cool in the near future and may start to be viewed as a neccessary work-around for a particular device.  You should be able to run most programs/apps/websites across any device and you should not neccessarily need “an app for that”.  Mobile apps will still have their place but my guess is that your browser will start becoming your all-in-one app due to HTML5 and hence the need for specific apps will decrease.  We may not be exactly at that point yet in all situations, but I believe it is coming.  Part of the reason why I decided to write about SkyDrive and your stuff in the cloud is that it helps get ready for this any device anytime anywhere computing.

How to Move the My Documents Folder to SkyDrive – First, go to SkyDrive which is at and sign in with your Microsoft LiveID. This is the browser access to SkyDrive and where all your files will be.  Next, go to the SkyDrive app store at and download the desktop application for your laptop/desktop.  I found the following blog post by Sajeev Nain to be helpful with this process. Lastly, for phones and tablets, go to the Windows, Android, or Apple App Store to download the appropriate free mobile app.

Screenshots – To let you see what all this looks like after you have moved the My Documents folder to SkyDrive, I have included screenshots immediately after this post.

Microsoft Rounds Out the Cloud There are lots of other cloud services from Microsoft I certainly could have mentioned in this post such as OneNote (quick note taking, stored in cloud, embedded in Office apps) or Lync (IM, online meetings, VoIP, embedded in Office apps and CRM) but I mainly attempted to concentrate this post on SkyDrive.  In summary, having all your own core computing needs/files available from any device, all in sync via the cloud, is a game changer.

If you have any questions, please do not hesitate to contact me.


Screenshots – The following screenshots are of SkyDrive in action as My Documents.

Setting this up.  Right click on the MyDocuments folder and go to properties and change the location to point to SkyDrive.

SkyDrive on a Tablet

SkyDrive on a SmartPhone

SkyDrive on a browser

SkyDrive on the desktop

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4 Steps to Improve Data Consolidation Using Microsoft Dynamics CRM

Data SilosI 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 business informatics. Mostly, there is a desire for one easy to use consolidated database – the one single database of truth for all customers, contacts, and related information AND accessible across all devices – phone, tablet, laptop.

Here are four steps to improve data consolidation and get to that one database of truth using Microsoft Dynamics CRM.

  1. Understand why data consolidation is important
  2. Recognize reasons why data silos occur
  3. Catalog all the data sets
  4. Form a strategic plan on how CRM will be leveraged

STEP 1 – Understand Why Data Consolidation is Important

The first step is to understand the value of good customer data. Many executives would already agree that consolidating customer data is critical in business today but there are some that are hesitant to invest in the endeavor or they are unsure where to start. There are many valuable advantages to data consolidation, but in a nut shell, businesses are more effective, more competitive, and have greater insight when they can see one shared customer record that has a deep 360 degree view. This view could include all customer activities, purchases, visits to your website and where they went, accounting information from the ERP, real time data from data aggregators, customer complaints and their resolutions, and yes, the customer’s correct email. That is at the record level. Good data then rolls up for quality analytics. Reporting on your key performance indicators and customer buying trends and even predictive buying just got a whole lot easier now that everything is in one place. Keep in mind, in your current state, you probably have most of this data already, but it is just spread out in too many duplicate databases and Excel files to be usable.

STEP 2 – Recognize the Reasons Why Users Create Data Silos

The next step is to try to stop data silo creation. There is usually a central system in place but then users remove the data they want to an Excel file and continue to update that Excel file outside the central system. Why? Why are users compelled to create Access databases and Excel files? There can be many reasons but usually it is because the central system is hard to use and it is just easier using Excel or their own Outlook. So how do you stop users from creating their own data sets?  Improve the user interface is one way and that is where Microsoft Dynamics CRM can help. Although Microsoft CRM uses a powerful Microsoft SQL Server database to handle Big Data, it is the user Interface of Microsoft CRM that will often help reduce data silo creation. Microsoft CRM has the potential to be designed putting the user first – meaning the interface is clean and purpose driven. It also helps that Microsoft Dynamics CRM can be accessed from within the very tools that frequently drive silo creation to begin with – in this case Excel and Outlook. All of CRM can be accessed from Outlook and there is one click in CRM to bring data to Excel.

STEP 3 – Identify and Catalog all the Data Sets

Next, start to identify all your data. Data you have and even the data you don’t have. Catalog all the In-house data like main central systems, the many rogue Access databases and Excel files, as well as website databases and SharePoint Lists and so on. Just focus on the data that is being managed and updated away from a central database. Think also about the data you may not have now but could get from an online subscription to a data aggregator to sync real time business and social data or to validate and clean your data for total data quality.

STEP 4 – Form a Strategic Plan for Data Consolidation and How Best to Leverage CRM

The last and most important step is to form a long term strategic plan. This is where some companies may need assistance. Without going into too much detail, the plan should attempt to include what data will be migrated and what will be integrated.

· Migration: With data migration, this is the data that will be completely moved permanently to live in CRM. These aren’t just the rogue Excel files; this could potentially be retiring some completely separate business applications – meaning move the data along with the functionality and business process to CRM using the innovative xRM approach to duplicate functionality where logical.

· Integration: What data then gets integrated in and out of CRM? Is the integration one way (asynchronous) or two way (synchronous)? What are the outside data sources and services that will be utilized? What data integration tools may be needed?

The strategic plan may also include new reporting needs, how data will be displayed across devices, and what users get to access and not access based on their security. As you can see, having a well thought out plan divided into logical phases will provide the long term blue print and framework for continued data success.

If you understand the value of one consolidated database and you know why users make data silos and you have cataloged all your data sets and then formed and documented a well thought out plan that leverages Microsoft Dynamics CRM, well then, you should be on your way to improved data consolidation.


Need help with your data silos?  Please feel free to contact me.

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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 power and cost savings as well as the ability to securely access the same data from either your laptop or tablet or smartphone.  Since that data is going into this magical place known simply as “the cloud”, there are no doubt initial concerns about data security.  People have a wide variety of personal and business experiences with the cloud (both good and bad) and hence look for trusted technology experiences.

The inspiration for this blog post came in part from a recent round of Twitter direct message viruses.  You may be familiar with these messages saying something along the lines of “someone is making very bad rumors about you” followed by a link daring you to click.  These direct messages on Twitter were from my industry contacts, people I really trust, people and enterprises that are quite knowledgeable with technology and wouldn’t dare send a virus, right?

Unfortunately, these colleagues unknowingly picked up the twitter phishing virus.  It was no doubt an inconvenience for them, a little embarrassing maybe, and a reminder of how cautious people and companies still need to be regarding our technology experiences.

Let me ask a few quick questions regarding trust and personal computing:

  • Do you trust every Twitter link?
  • Do you trust Facebook with your personal information?
  • Do you trust every smartphone app that requests access to your location?

The answers to those questions probably lie with your own technology experiences and I would bet dollars to donuts that you have become more cautious on social networking sites.  Those recent experiences may have also helped form your opinions related to cloud technology in general (maybe, maybe not).

It is easy to use popular social networking sites as examples but what about larger business critical applications and services that run in the cloud like CRM.

When looking for trusted technology experiences, here are my top considerations regarding CRM in the cloud.

1. Pick an Industry Leader.  Who developed the CRM?  It is a name-brand company with solid cloud experience and lots of research and development (like Microsoft).  Can you trust John Doe’s open source app emporium with your company’s data in the cloud? Um no.  Hence, pick an industry leader.  Read the post on the recent Analyst Round Up to see CRM industry leaders (and see  where Microsoft ranks).

2. Cloud Track Record.  For some CRM industry leaders, the cloud is still rather new.  Specific to Microsoft, many people I talk to are unaware of Microsoft’s long experience with the cloud.  For more than a decade, Windows Update and Hotmail have been served up via the cloud.  Xbox Live has more than 5 million users worldwide (all cloud based).

3. Financially Backed Service Level Agreement (SLA).  For business critical enterprise applications and services that run in the cloud, access to CRM should be extremely reliable.  Microsoft CRM has a finacially backed SLA with 99.9% uptime.  You should demand a good SLA with monetary adjustments for unscheduled downtime.  Be careful, there are still a handful of CRM industry leaders that don’t offer a financially backed SLA – no matter how much you try to force them.

4. CRM Focused Implementation Partner.  These days you can “turn on” most CRM systems in the cloud and start using them right away.  So why bother with a CRM implementation partner?  While we’re at it, why bother with gathering your unique business processes?  I mean, can’t you just change your process to match the way the CRM works out of the box?  Yes and no.  Yes, an organization can and should utilize the rich features that come with the cloud CRM system out of the box. No, not all organizations have the exact same processes and not all users will take to a CRM that is out of the box.  Take the time to plan a strategic long term roadmap with CRM.  Do this with a qualified CRM partner with cloud experience.  A partner that you have vetted and trust with your technology.  Gather and document your unique business processes (how you do what you do) including requirements such as data and systems integrations and BI/reporting needs.  Then scope out in logical phases how CRM in the cloud will support each process with a clean user friendly (I want to play with this CRM) interface.  This places emphasis on the user interface (UI) and user experience (UX).  After all, your users have to use the CRM to get any ROI.   If your company has installed or ‘turned on’ a CRM in the past and it failed, you might have a keener understanding of the importance of this effort and the importance of a good partner. Lastly, pick a CRM implementation partner where CRM is the primary practice and not treated as an afterthought. A strong CRM partner will make a huge difference.

In summary, the use of the cloud will keep growing – especially CRM. Twitter viruses and such will still be with us reminding us to be careful.  Companies want their cloud data safe as well as convenient and will seek out industry leading products and services they have come to trust.  For technology support, expertise, and guidance, companies will turn to those experienced  business partners that have earned their trust.


Need help or more information related to this topic?  Please feel free to contact me.

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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), websites, analytics and KPI‘s, pinned contacts, your Outlook, calendar, tasks, weather, games, photos, and a whole lot more.  You can even tile just the parts of CRM you want.  The Windows 8 Start Screen can be your personal and business dashboard rolled into one.

Windows 8 Metro Start Screen - Example

This idea for this blog post came to me while I was at this week’s Microsoft Convergence 2012 in Houston.Microsoft Convergence 2012  Microsoft Convergence is a conference all about the Microsoft Dynamics business applications such as Microsoft Dynamics CRM (customer relationship management) and Microsoft Dynamics ERP (enterprise resource planning).   This year we saw just as much of the new Windows 8 on a tablet as we did all the others Dynamics applications – which was a good thing – because the new Windows 8 Metro interface is a vital part of a user’s experience.

KinectMicrosoft showcased other technologies at this conference in live demos using a combination of tablets, phones, Facebook, Internet Explorer 10, and even Kinect.  Yes, live demos using Kinect integrated with business applications and showing it to 10,000 attendees during the opening keynote.  I wondered if I was witnessing the dawn of “xBox for Business”.

I have been to a variety of Microsoft conferences over the years, and this conference, this year, seemed different – better. It seemed more innovative.  Microsoft had definitely stepped up its game.

To better understand what I am saying, take a look at the video on the Windows 8 Consumer Preview Demo atWindows 8 Consumer Preview Demo The video shows Windows 8 on a tablet using touch. It also shows Windows 8 on a laptop using a mouse and walks through new navigation, app charms, and the clean purpose driven user interface (UI).

All of this relates very well to Microsoft Dynamics CRM.  CRM is a .net web-based application so the CRM parts you want are web pages (secure web pages that is).  You can make your hot CRM opportunities a tile. Windows 8 Start Screen with Dynamics CRMYou can make certain CRM lists a tile or important analytics a tile. Your key contacts can be pinned and when accessed, you can combine information from Facebook, LinkedIn, Twitter, and more.  The tiles can be moved around and share space next to your email, your photos, your calendar, your life.


Note:  Windows 8 is scheduled for Q4 2012 release.

Microsoft Future Vision Video—————————————

Note: Also, at the Conference, Microsoft showed this unique and stunning concept video of technology use in the future:


Need help or more information related to this topic?  Please feel free to contact me.


Update: 3/26/12

Read a related post by CRM industry expert Paul Greenberg.


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