The Salesforce Marketing Cloud allows you to create and send emails to the masses or to individuals. Because this application has a plethora of features, I am going to cover them in a blog series. Today, we are going to […]
Microsoft Dynamics CRM
April 13, 2016
Microsoft Dynamics CRM | Synchronous Workflows and Message Display
In previous versions of Microsoft Dynamics, creating a synchronous workflow was not possible. The only option was to queue the workflow for execution at a later date/time. With CRM 2013 came synchronous workflows, which allow you to run a workflow […]
Microsoft Dynamics CRM
February 10, 2016
Microsoft Dynamics CRM 2016 | Get Smart with Intelligent Customer Engagement
This is Microsoft’s most comprehensive release to date and includes many features to move forward in their effort to provide “intelligent” customer engagement across sales, service, marketing and social engagement. Microsoft Dynamics CRM 2016 (Version 8.0) is an update for […]
Microsoft Dynamics CRM
February 10, 2016
Real-time (synchronous) Workflows to Display Alerts | Microsoft Dynamics CRM 2013
With CRM 2013 came a new user interface as well as great new features. One of those new features is the ability to create Real-Time (or Synchronous) Workflows. If there is a need to alert the user to STOP or […]
Microsoft Dynamics CRM
December 27, 2015
ToolTips – How to Create End User Messages in Microsoft Dynamics CRM 2013
Have you ever wondered how you can easily create messages for end users, informing them of data that needs to be entered in a field, or describing the function of a field in more detail and without having to write […]
Salesforce.com
December 27, 2015
Salesforce Winter ‘16 Release
It may be getting cold outside, but the new Winter ’16 release of Salesforce is hotter than ever! New business intelligence, better analytics and a new User Interface experience are just of few of the really cool features offered in […]
Salesforce.com , Selecting the Right CRM
December 27, 2015
Salesforce.com for Non Profits
Salesforce.com is viewed mainly as a business to business tool for sales people to follow-up with customers, create new leads, track forecasted revenue and their report on deals won and lost. However, Salesforce.com can be a powerful tool for assist […]
CRM Best Practices
May 15, 2015
Getting Started & Guiding Principles
As a follow-up to my last blog post, Start from the Real Beginning, following are some brief tips to help your organization get started with a CRM. Guiding Principles Planning: Start from the “Real Beginning” (link to previous post). Codify […]
By Valerie Roush In the 12 years I’ve been implementing CRM solutions, I’ve seen so many of my clients and own organizations start their implementation far past the most strategic and important analysis. Skipping the “real beginning” always results in […]
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