Tag Archives: Microsoft Dynamics CRM

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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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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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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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

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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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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

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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Your Next AMS Might Not Be An AMS

Why an increasing number of Associations are viewing Microsoft Dynamics CRM 2011 as an industry game changer. Since the dawn of databases, companies have created AMS (Association Management Software) to serve the unique needs of the association world.  Over the … Continue reading

Posted in AMS, Association Management Software, CRM | Tagged , , , , , | 3 Comments