Mobile CRM. Is it the answer to user adoption?

Providing a mobile solution will almost certainly be widely adopted by staff which means you will be getting the very most out of the investment made in your CRM system, and the business will benefit from staff using the system to its full capability rather than avoiding it as being “admin work when I should be out selling”.

CRM data import is not easy

Most of the clients I have helped with their Microsoft Dynamics CRM implementations believed that data import is easy. Clients simply don’t believe it is going to take a lot of time to do this task properly.

Professional Advantage develops accelerated development platform for M...

One of the reasons behind Professional Advantage's ability to quickly develop robust customer relationship management (CRM) based applications such as UpBeat, is a specific development framework.

Time to be UpBeat about your membership profiling

Your professional association’s event was clearly a success. There’s going to be a grind tomorrow, because the sponsors are expecting a breakdown of the attendees with analysis of how they fit the sponsors’ aims. You’ll be working in a spreadsheet. Yes, a grind.

Importing members from marketing lists into MS Dynamics CRM 2011

As a Microsoft Dynamics CRM Gold Partner we have been asked the same question many, many times: “how can I import marketing list members from an Excel spreadsheet?” Our team of CRM developers have looked into this requirement and have built a tool.

Social mobility demands core membership CRM systems are up to date

With so many ways to communicate or be heard, membership-based organisations need to be constantly reviewing their use of technology and ensure it maximises their communication abilities.