With Project Management Software, Flexibility is a Must
Searching for a project management solution? Consider these basic features: Flexibility Why is flexibility in your project management software so important? Think about all the projects you have...
View ArticleIs Technology the Enemy or Are We Just Not Using It Well?
“Technology can be a blessing or a curse.” Have you heard that phrase? Do you relate to it? Technology is all well and good when it makes our lives easier and more productive. But when things go wrong...
View ArticleCRM 101 – Back to the Basics
“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around...
View ArticleWhat is the First Application You Open to Start Your Work Day?
Ok, Facebook doesn’t count here. Most people when asked will tell you that the first application they open is email. Besides being our vehicle for keeping in touch, updated and informed on a personal...
View ArticleSecurity Company Gains Visibility and Communication with Microsoft Dynamics CRM
A security company which designs and implements security systems for businesses as well as providing security staffing wanted a CRM system that could make it easier to communicate between its...
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What You Need To Know About OneDrive With Dynamics CRM 2016
How does your sales team manage and share documents? Are those documents easily available to them within your CRM system? With the new release of Microsoft Dynamics CRM 2016 users can create and manage...
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The Benefits of CRM Integrated versus Stand Alone Project Management Software...
The truth is, CRM systems are limited when it comes to managing sales-related deliverables. Customer relationship management (CRM) software systems are invaluable at doing what the name suggests:...
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The Benefits of CRM Integrated versus Stand Alone Project Management Software...
In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now let’s share the good news...
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How Microsoft Partners Can Use Checklists to Manage Implementation Projects...
Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed,...
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Using Governance in Deploying CRM Applications, Part 1: Why It Works, How It...
If your organization is using CRM as a platform for deploying applications in multiple lines of business, you’re challenged with coordinating all those separate initiatives on track while taking...
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Manage More Than Sales in CRM with Project Service
CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll find in a CRM...
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Deliver Projects On-Time & On-Budget with Microsoft Dynamics
Natively integrated within Microsoft Dynamics CRM, Project Service brings people, processes and technology together empowering teams to complete projects on time and on budget. Here are 7 examples that...
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How Fast Can You Email a Client a Project Status Report From Dynamics CRM?
If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time...
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The Role of the Modern CRM Platform – Loyalty and the Customer Experience
There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts...
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Project Management Tip: Our Secret to Running Successful Dynamics CRM...
I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our company this means looking...
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Using Workflow Alerts to Manage Projects in Dynamics CRM
How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft...
View ArticleHow I Get My Team to Enter Project Time DAILY in Dynamics CRM
I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants still don’t like to enter their time. As a manager,...
View ArticleHow to Simplify the Most Hated Operational Task for all Project Based...
What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a project focused...
View ArticleMobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce
Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to...
View ArticleHow To Deliver Projects On Time On Budget Using Microsoft Dynamics CRM
Does your company want to deliver projects on time and on budget? Do you use Microsoft Dynamics CRM? AbleBridge’s Project Management tool for Dynamics CRM can help. You’ve made extensive use of your...
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