Here is a good technique to quickly access your common Microsoft CRM 2011 areas (Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client: Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to all the Microsoft CRM menu areas: &
Read the full article hereIt could be debated that if you do not have a CRM system in today’s competitive market, you are just not in the game. I am of that belief as follows. About 12 years ago I started a new career as a sales rep. After training I was let loose on the company’s customers. I asked the sales man
Read the full article hereNow that my local Marine service provider have made the commitment to implement a new VRM (Vessel Relationship Management) system I now need to take a deep look at where we need to cast our initial focus. In our meetings the enthusiasm and ideas just kept flying. I found myself having to slow things
Read the full article hereIn continuation from my last blog I now will demonstrate how a VRM (CRM) will be a solution and improve efficiency levels for this Marine Company (ABC) and go through each question and discuss each solution. ABC wanted to know their customers better than they knew themselves. This is relatively basi
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