Posts Tagged ‘CRM’

I recently had the opportunity to work with a client who were facing some trouble with their overall  BI vision, because the data warehouse solution was not mature in the organization and the company’s new 3rd party applications for Call Center and CRM software brings an integrated BI stack with them. The Problem Because of […]

It is that time of year to make plans for the annual Microsoft Dynamics Convergence. March 18-21, 2013 it is back in New Orleans. This is an opportunity for approximately 9,000 Microsoft Dynamics Customers/Users (the main focus of the conference), Microsoft Employees and Microsoft Partners to get together to talk about the latest and greatest […]

Modern Microsoft Dynamics CRM Release from rfitzer   Last week I had the opportunity to take a look at the latest update for the December 2012 release for Microsoft Dynamics CRM. Some very exciting stuff around a modern user interface and experience. Take a look at some of the latest info in the slide show […]

Willy Loman was in a quandary. He had made the decision to utilize Customer Experience (CX) technology to help him achieve his sales goals. But the business was not developing the way that he thought it would, and the revenue that he needed to produce was not growing as fast as he thought it might. […]

Over the years Microsoft has had a few directions/suggestions for users to take if they want a mobile experience with Microsoft Dynamics CRM. I want to give an update on the latest so that users know what options are available. As the latest release from Microsoft is available later this month the mobile vision may […]

While reading Selling CX Style – Parts 1 and 2 of this blog, you’ll recall that Willy Loman was working hard to find a better way to sell and help his clients maintain the products that he sold them, and he was definitely leaning towards Perficient to help him with that task! Here at Perficient, led […]

This is a question that continues to come up and is truly important to understand in order to have success with CRM in your organization. There are many books written about CRM success and they all revolve around three major items that need to be taken into account with CRM within any company: 1.       People […]

Last week I spent some time with Perficient’s Microsoft Office 365 Practice Lead, David Greve from Chicago. He was a great source of information on the power of Office 365 and some of the incredible things Perficient has been able to do with it. I thought I would take a moment and share. Also, I […]

This week the Microsoft Dynamics CRM team announced that the long awaited next service update will be available in December. Very overdue but highly anticipated. I wanted to take a moment to highlight a few items that users should get excited about. You can read the full details by downloading the document directly. Microsoft Product […]

Have you ever wanted to see what the Radiologist said about your MRI along with the image itself? I am a very analytic person and I always ask for “evidence” because I want to see the “slight tear” before I make a decision on whether I need surgery or not.  I believe that data is important to my attitude […]

So you have a number of possible tools to use in your marketing and customer relationship management.  What next?  Where should you invest and how?  Frankly, I won’t be able to answer that question for you and banking has some industry specific needs.  Instead, I want to focus on examples of engaging the customer and […]

Last month I told you about the features Microsoft Dynamics CRM is rolling out as part of the “CRM Q2 2012 Service Update” which will include massive improvements and capabilities around mobility and Microsoft Dynamics CRM.  As most of you have heard by now, Microsoft has just announced its newest mobility device the “Surface”, which […]