Clients often ask me what's needed to guarantee user adoption on a new or re-designed CRM system. Over the years, I’ve whittled my response to these three essential elements.
Social media continues to be a huge investment for Microsoft, particularly for the Dynamics CRM group, which will continue to step up its social media capabilities throughout the rest of 2012 and beyond.
We developed a Dynamics CRM Solution for an enterprise-size client that leverages E-mails, Cases, and Queues in the Service Module. The client has users and customers worldwide.
In a previous post we outlined some of the steps to build and manage a solution to manage a project based business in Salesforce.
Quite a few of our customers are professional services firms that are looking to manage their business in Salesforce. Here’s a quick overview of a model we’ve developed and some customizations.
In a recent upgrade of code from CRM 4.0 to CRM 2011, after importing the upgraded customizations one of my developers had checked in...
One size does not fit all. The beauty of the Salesforce.com Platform is that you can tailor it to fit the complexity of your business. Out of the box functionality for simple, standard processes and a more customized approach.
I noticed odd behavior whenever I used the IP address in the URL in my CRM 2011 environment. If I used the server name (or on my VM, localhost) everything worked as expected.
In the Windows Phone 7.1 SDK , Microsoft has included a number of template start-up projects to accelerate development on the Windows Mobile platform.
Let’s just be up front about this. I’ve been waiting four years for sibling reporting – or as Salesforce calls it, “Joined Reports”.
Are you spending your valuable time assigning Salesforce.com Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned?
Recently, one of our clients decided to move their CRM installation to an internal server. Their team had been using CRM Online, but the reporting limitations (fetchxml) and a few other problems became high priority issues.
Traditionally our interactions with customers and the profiles we create from those interactions have been gathered and managed from within our CRM solution; regardless how well or poorly it was implemented.
Sometimes, we just need a good example of how to write some simple code. We don't have the time to parse / read / undertand all the possible ways of doing something - just tell us what to do for this one thing.
There is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM.
I have been discussing the need for some duplicate detection rules for our custom entities with a client.
Front office / back office integrations set my teeth on edge. For anyone that has spent a significant amount of time working on them, you know that they often elicit fear from those involved.
We were recently asked to split a client’s Salesforce.com Org into three separate Orgs and migrate/improve the associated business processes and data into the appropriate new Org.
Nucleus Research recently completed a technology value matrix for CRM applications. This matrix utilizes overall application functionality and usability to rate CRM applications.
Having seen hundreds of CRM implementations, the most common complaint that crops up over and over is "We invested a significant amount of energy and money, but our team (particularly sales) just isn't using the system the way we expected, and as a result we don't get much out of it".