August 2005


A customer relationship management (CRM) system uses technologically-driven strategies to assess customer needs and buying behavior. This allows businesses to market their products and services more effectively. The ever-increasing level of technology available to a CRM system can, however, provide an overwhelming amount of information to a company, not all of it useful. (more…)

Customer Relationship Management, abbreviated “CRM,” is the term for a business strategy that is designed to improve customer service. CRM is also designed to increase customer satisfaction and gain new customers, thus increasing a business’ revenue. CRM is a term that can be applied to software and an entire business strategy. (more…)

In order to maintain a successful business, the business must understand and maintain a positive relationship with its customers. Customer Relationship Management (CRM) is the process of bringing the customer and the company closer together. There are many different areas in which Customer Relationship Management can be implemented. The goal of CRM is to help a company maintain current customers, as well as gain new customers. (more…)

Customer relationship management (CRM) is one of the most effective tools for improving customer relationships and therefore increasing revenue, customer satisfaction, and customer retention. Unfortunately, some CRM strategies fail. This leaves CRM vendors and their customers baffled, but there a few common reasons why a CRM strategy will fail. (more…)

It’s time to put your trusty CRM software to work; to let it earn its keep. You’re about to blast an email out to several thousand potential customers. First you run a search of people and companies you want to target. You soon realize something’s wrong when your list is far smaller than anticipated. A quick check reveals many profiles have not been filled in or are missing email addresses. Further inspection shows numerous records are incorrect; others are riddled with typos. And that’s just for starters. With a sinking feeling, you realize this email blast isn’t going to happen anytime soon. (more…)

Microsoft Business Solutions CRM data conversion deserves FAQ type of article, where IT people could get initial directions. Even if it seems as a trivial task, we would suggest you to think about these possible scenarios: objects mapping between your legacy CRM: GoldMine, ACT, Siebel, Lotus Notes Domino. When you think about MS CRM switch over – do you think just to transfer master records: Leads, Contacts, Accounts, or you are thinking about historical activities: emails, faxes, calls, appointments, etc? (more…)

Microsoft Business Solutions Great Plains and MS CRM (client relation management system) are very popular in various industries and market niches. In previous article we described Microsoft Great Plains implementation for transportation & logistics company. Having more material, we would like to share with you how you can leverage Microsoft Business Solutions products to automate your business. We’ll try to be both technical and business processes specific and be laconic to comply the rules of tiny article. (more…)

When hosted CRM was first introduced, concerns were voiced about its drawbacks: the lack of customization, integration with other applications, support, third party storage, control over data control and the performance of service reps - not to mention the all-important security issue. Hosting’s biggest drawback is that your most important data is in a third-party’s hands. (more…)

We all know we have to backup regularly, but those backups files can get huge. Add that to your existing your files and your notebook computer hard drive seems to have shrunk overnight. No matter what size hard drive you have on your notebook computer, space is a premium. Besides, it’s not exactly a good idea to store your backups on the same hard drive since you can’t retrieve it - rather defeats the purpose of backing up don’t you think? So what do you do, what are your options? (more…)

How many leads have come into your business since the beginning of time that never closed? That is a salient question. Who knows how many, but I bet there are a lot. (more…)

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