Tag Archives: crm

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

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

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

Would a Surgeon use a Swiss Army Knife

Focusing on tools and software that excel at core business needs for improved returns I guess depending on the surgery a surgeon could use a swiss army knife in a pinch. After all, didn’t Radar O’Reilly use his Tom Mix … Continue reading

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Privacy and Securing Sensitive Data in a Shared Enterprise Database

Utilizing Field Level Security in Microsoft Dynamics CRM 2011 When a business contact changes their address, how many places do you have to go to update that information? Is it multiple databases and Excel files? Many organizations continue to organize, consolidate, and … Continue reading

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What Constitutes a Technology Game Changer?

The Three “M” method to Recognize and Leverage New Technologies Remember in the movie The Graduate when Dustin Hoffman’s character was told:  “One word: Plastics”. Chevy Chase was in a movie called Fletch where he said “it’s all ball bearings … Continue reading

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Ask Why

Why are you shopping for a new system?  Why now? We know these questions are important for an organization to ask their users and leaders.  We have learned that asking the “why” questions often uncover the real business drivers and … Continue reading

Posted in AMS, CRM, ERP, General, SharePoint | Tagged , , , , | 4 Comments