Posts Tagged ‘CRM’

Time and Materials projects are based on hourly, weekly or monthly charges per person. It offers more flexibility and is more suitable for projects that: The initial scope is not defined precisely enough to make a reasonable estimation. The client would like to make changes frequently as they go. The project scope and requirements evolve […]

Wow.  And you thought we were done!  This afternoon, it feels like I’ve spent half the day keeping tabs on the conversation around Microsoft’s Yammer acquisition and its implications for enterprise social networking.  And for good reason– this is big news.  You can already find my own thoughts on the topic, both in terms of […]

ZOHO Corp. is  best known for its Zoho suite of on-line business applications. The company was founded in 1996 and  has been growing its offering of products since.  While the Zoho CRM application has been in its latest version since last December, Zoho is now adding business intelligence reporting and analytics. This will include over […]

Everywhere I go I see more and more people using their mobile devices to do “stuff” that they used to only be able to do on their laptops.  iPads, Androids, slates, tablets, extremely large phones are all out there and getting better and better.  I was even sitting in the airport and watching a grandmother […]

Recently I was talking with a friend who is running SMS Marketing activities against his CRM system. He came up with some ideas how to run it effectively. His company is a Chinese local baby products company that produces and sells formula milk, baby food, baby clothes etc. The ideas are to Collect the customer […]

Hello all! I have been out talking with a lot of customers and prospects over the last few weeks and I wanted to bring to your attention that Microsoft Dynamics CRM does have an online SaaS offering.  It is branded Microsoft Dynamics CRM Online and it has been available for several years now.  I am […]

Hi All!! Next week I am headed to Houston for Microsoft Dynamics Convergence which is the biggest customer conference Microsoft puts on for the Dynamics community.  This is where customers have the opportunity to hear about upcoming enhancements, customer success stories, network with other customers, and share ideas.  This year is packed with product briefings, […]

One of the coolest features that really increases productivity and efficiency when dealing with large amounts of records is the “conditional formatting” feature in the Dynamics CRM Outlook client.  Conditional formatting lets you build “rules” that change the way the record is displayed in a grid.  I like this a whole lot.  It doesn’t take the […]

My name is Joe Basile and I recently joined Perficient as the Dynamics CRM Practice Lead.  I will be sharing news, enhancements, as well as my views on all types of topics specific to Dynamics CRM.  I have been consulting in the CRM space since ’96 and have implemented hundreds of systems from small 5 […]

As shown in a recent Forrester report, the health insurance industry faces a great deal of discontent from consumers. Of the 13 industries tracked by Forrester, health plans rank dead last in consumer experience. At the same time, the market for individual insurance coverage is growing. Reform will continue to accelerate this growth. In this […]

The one-to-one communication solutions provided by CRM have been the answer to an increasing number of issues faced by the healthcare industry. CRM can be used to improve care delivery, lower costs, and increase loyalty among the key stakeholders most necessary to organizational success. This is particularly true in light of the growing physician shortage, […]

My CRM career began 10 years ago, when I completed my first CRM strategy project for a large U.S. Automotive Manufacturer. At that time, we were all striving to make the right offer, to the right customer, at the right time. Build a database….mine it….give everyone who is selling to or servicing the customer real […]