One of the major limitations using any online CRM is the ability to create complex reports that need to be drilled down further. Like product wise sales, region wise sorted on buying cycles. We have created a simple step by step process to achieve this using SSRS on Microsoft Dynamics CRM 2013. This is […]
Power BI gives you flexibility to create awesome reports without going through the rigour of SSRS reports. Some samples from Microsoft Dynamics CRM 2015. http://1drv.ms/1JcHRGK
Tools are used to create Steps within a Task, providing the functional building blocks that interface with common technologies, systems and applications. They are then joined together in a logical sequence to build the business process. Tools can be grouped into the six categories of Event, Input, Format, Output, Execute, General and Specialist (3rd […]
Over the year 2012, we have done several implementations. Each had its own challenges to map the client’s business process to CRM functionality. We were able to successfully do that on each occasion. Of those here are three of them which our customers loved. Cascading picklist – We had a situation where a client had to go […]
When our client, who is a provider of mass housing projects, i.e. 3000 to 6000 apartments per site called us to put together a process for a massive launch, we were a bit anxious. This was the biggest launch in the history of the company. We were not sure how good the bandwidth is at […]
We are pleased to announce yet another successful implementation of Microsoft Dynamics CRM 2011 online. The client is a service provider based in Chennai who is in the business of chip level repair of notebooks and laptop computers. Microsoft Dynamics CRM Online 2011 Dashboard allows not just decision making, but also gives a holistic view […]
Is user adoption the greatest challenge when implementing a new Customer Relationship Management system? via Is user adoption the greatest challenge in CRM?.
The following post was written by William Band, a vice president and principal analyst at Forrester Research, where he contributes to its CRM Playbook, a programmatic framework for leading application development and delivery professionals through the life cycle of their CRM initiatives. Navigating the Mobile CRM Landscape.
Some of the challenges during a CRM implementation include automation of some of the mundane tasks like: Literature Fulfilment SMS/E-mail alerts Archival of e-mails Sending out welcome packs, gift coupons and other marketing material. This is true of most CRMs I have come across- Microsoft Dynamics, Sage CRM, Sage Saleslogix CRM and a couple of […]