Wealth Management Firms Choose Microsoft Dynamics
Wealth Management Firms Choose Microsoft Dynamics CRM to Improve Productivity and Client Service Independent analysis from Mainstay Partners finds that with Microsoft Dynamics CRM, Wealth Management...
View ArticleIt Demoed Great! But what has your CRM software done for you lately?
There is much ado these days about CRM. I’ll bet you even have your “version” of this product installed. I pose the question to you – What has your CRM done for you lately? Bells and whistles are...
View Article7 Reasons DFC Consultants Loves Microsoft Dynamics CRM On-Line for Not For...
Microsoft released CRM On-line with a special focus for Non Profits and NGO’s (Non-Governmental Organizations) this past year. This is out of the box customized specifically for Not for Profits –...
View ArticleCRM 2011…Comfortable as a Cotton T-Shirt
So I’ve been reading up on the features of Microsoft Dynamics CRM 2011 and they are talking about the user interface which is easier, more intuitive, and will save you time. The look of the product...
View ArticleCRM 2011…Increasing Your Productivity and Satisfaction!
So recently we upgraded to Microsoft Dynamics CRM 2011 here at DFC Consultants and I’m still learning how to maximize the potential of this new version for what I do each day. I’ve been gearing up for...
View ArticleIs your Donor a Dog or Cat person? Track it in CRM 2011.
I just attended our CRM 2011 Launch Event and as an end user, I AM TRULY EXCITED!!! I am just a sponge at events like these where I can see live demonstrations, hear about the new features,...
View ArticleCutting Edge Service with Microsoft Dynamics CRM
One of the most relaxing things for me to do is to go to the hair salon. I get my haircut, get a scalp massage, and get highlights put in to cover those pesky gray hairs. I chat with my stylist...
View ArticleAm I ready for a CRM Demo?
So you’ve made the decision that you want to bring in a Customer Relationship Management system or at least explore it more closely. Do you run to the nearest phone and schedule a demo? No!...
View ArticleSave Valuable Time with the Export for Re-import Feature in CRM 2011
Do you ever utter the words, time is money? How often do you find yourself exporting a list from CRM to Excel, analyzing the data, making changes within the spreadsheet? Now rather than going into...
View ArticleEliminate Scheduling Nightmares with Microsoft Dynamics CRM
Do you have multiple employees and equipment that need to be scheduled at different times? Do you have employees that work different shifts and find it difficult to schedule appointments and keep...
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