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effective-crm-consulting.com – Effective CRM - The journey to customer-centric innovation

The Dreaded “W” of Workflow 22 Aug 2013 | 05:28 pm

Workflow in the CRM world quite often involves a consultant (in cahoots with a willing client) automating everything; simply because they can. I’ve been there myself (kicking and screaming); I once de...

Marketing, Milkshakes and Innovation 20 Aug 2013 | 05:20 pm

As many of you know, I’m a fan of innovation; whether its product innovation, service innovation or innovative marketing. I’ve embraced the tenants of low-end market disruption as espoused by Clayton ...

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define CRM crmreports.com 8 Mar 2008 | 10:24 pm

A simple search on Google for define crm will display its main definition as customer relationship management. While it sounds interesting, what does it really mean? Well, the expanded definition give...

CRM sinapsemedia.com 13 Oct 2010 | 03:59 am

CRM, do inglês Customer Relationship Management, corresponde na língua portuguesa a Gestão de Relacionamento com o Cliente e define toda uma gama de ferramentas que automatizam as funções de contacto ...

“You must provide a value for Potential Customer” error while creating opportunity record through Create Step in Process in CRM 2011 Online nishantrana.wordpress.com 29 May 2013 | 02:13 pm

Hi, Got the below error message while defining the Create Step in Workflow in CRM 2011 online instance. It seems like it is a bug in new online environment that have UR 13 applied. Check out this thre...

Import User Profile properties in SharePoint 2013 from CRM 2011 using BCS. nishantrana.wordpress.com 13 Jun 2013 | 02:02 pm

For import to work  we will first define our WCF Service. We could refer to this post first on how to define and use the WCF Service. http://nishantrana.wordpress.com/2013/06/13/integrating-crm-2011-a...

All About Web UI Configuration & Application Enhancement Tools saptraininghub.com 6 Jul 2013 | 11:35 am

Overview SAP CRM has many standard roles defined (for e.g., Sales Professional) and applications within these roles (for e.g., Account Management) In general scenario, companies do not use the stand...

Don’t SPAM Your Affiliates: CRM Done Right – By Debbie Bookstaber feedfront.com 21 Aug 2013 | 07:00 pm

You’ve probably heard the term FOMO, which stands for the fear of missing out. Well, I have FOME, which I define as “fear of missing emails.” I’ve found some treasures buried amongst the tidal wave o...

Microsoft Dynamics CRM 2011 performance – Coding methods beringer.net 7 Jun 2013 | 01:40 am

There are multiple methods to coding when adding or retrieving data, but some methods are better than others when it comes to performance.  Below are some coding methods which are defined within the S...

Data is a Tangled Web We Weave: 3 Data Management Steps to Implement Now blog.backupify.com 14 Aug 2013 | 06:05 pm

We used to operate in data silos. The accounting department had their files and databases while sales kept their contact information in spreadsheets and homegrown CRM databases. In order to do any dat...

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