Viewing posts categorised under: Microsoft Dynamics CRM partner

How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Posted by Jessica Carsten in Dynamics CRM, Microsoft Dynamics CRM partner | 0 comments

02.17.16

Routing rules are an valuable addition to the recent updates of Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here are xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now enjoying the ease of use offered with this functionality. Here are instructions on how to create Routing Sets and Routing Rules in Microsoft Dynamics CRM.  

Microsoft Dynamics CRM – 4 Simple Steps for Importing Leads and Contacts

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments

11.11.15

This blog is another in my series of basic Microsoft Dynamics CRM tips for sales professionals. Like me, you’re probably interested in importing Leads and Contacts into CRM for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done.  

Does Your CRM Data Resemble the Walking Dead?

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments

10.27.15

You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN'T ESCAPE ZOMBIE DATA!!!  

5 Keys to a Successful Dynamics CRM Discovery Session

Posted by Erin Karatkiewicz in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM partner | 0 comments

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session.  

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xRM³ has been implementing Microsoft Dynamics CRM since beta-version 1 in 2002. We understand that success in CRM is not just about technology—it is about supporting the business process that drives your revenue and customer satisfaction. Dynamics CRM excels at leveraging good process to be effective... Read More

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