Wine. I love it. And I love visiting wineries whenever I can. Wine and wine making are such rich sources of history, have an element of the artistic, and just feel closer to the basic and raw elements of the earth. Like farming, there are a lot of simple lessons in wine making that apply to everything else in life.
But the lessons learned when my wife and I visited a wine maker on a recent trip still came as a surprise – I wasn’t expecting to see the connection between making wine, and improving customer relationship management (CRM) projects with solutions such as Microsoft Dynamics CRM and Salesforce.com.
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The truth is, the “training” methods we have been using for decades are dying. And if your organization is still hoping to train users on SharePoint, CRM, or any other technology by sitting them in a room to watch recorded videos or a live individual, I want to offer some suggestions that I believe will transform the way end users adopt and learn new technology.
If you keep up with SharePoint news at all, you have very likely heard that Microsoft recently dropped the beta 1 build of SharePoint 2016 (or more affectionately called the IT Preview) to much fanfare. With the release of the public beta, there are lots of folks in the community who have written about these new features and how to install it. In today's blog I want to discuss the initial highlighted features that are removed from the SharePoint 2016 preview.
Welcome back to part 2 of my short series of using AutoSPInstaller to build a 3-tier multiple server SharePoint farm. Last time we looked at all of the work we needed to do to get setup and discussed what our end goal was. Now we can get down to business and start some installation! I’ll walk you through the most critical part – creating your answer file, then the installation itself.
Chances are, if a company has invested in a collaboration or relationship management solution without an experienced solution partner offering ongoing coaching, support and training, its internal IT support staff is feeling the sentiments of one or more of the following: “I have 7 other jobs”, “Management thinks it’s just another application, like Outlook”, “I’d rather do anything than try to learn this”, “I don’t spend enough time on this to ever be very good at it”. Have you said, or heard, any of these statements? Then read on.
Everyone wants to know which of their accounts have not been followed up recently. But using the Neglected Accounts report is just sooo 1995. Nobody uses reports anymore – we want everything as a view, chart or dashboard! But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.
In this 2-part series I am going to take you through all of the necessary steps to use autospinstaller to build a 3 server farm doing remote installations on Windows Server 2012 R2 with SharePoint 2013 recent CU. (When I say all, I am referring to the SharePoint relevant pieces and the autospinstaller.) Continue reading for SharePoint 2013 (2010) installation.
Ever received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.
The latest technology out there today is compelling and can do great things. And it’s true, a few could revolutionize the very way you do business. But in an effort to do more with less, move faster than competitors, be agile and lean, and choose “best of breed” technology, we often see organizations forget about the very ones who will make the investment successful and worthwhile.
Let’s face it, customer relationship management applications can be confusing. There are lists of lead, accounts, contacts, opportunities and – in some cases – other things like products, quotes and orders. With all of these things you can do, we are frequently asked, “where do I begin and how do I start each day with my CRM application?”
The answer is simple … but how you arrive at the simple solution takes some discipline.
It costs about 7 times more to win a new customer than it does to retain and grow a relationship with an existing customer.
But most Sales Reps receive very little training on how to prioritize different customer relationships. Just a little bit of work with your customer relationship management (CRM) system can mean a boost of 10% or more to standard commissions – and to overall sales!
I recently ran across a staggering statistic: less than 10% of businesses are using a marketing automation solution.
Microsoft has added a lot of functionality to CRM since version 2011. If you’re on Microsoft Dynamics CRM 2011 (or earlier), Dynamics CRM 2013 or are on Dynamics CRM 2015 but have not yet applied Update Rollup 1, this article provides a useful list of resources to help you understand the new benefits for your users.
The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past.
There is a big issue in business these days – blaming technology for people problems.Though it’s true that technology can be fickle and frustrating and even I have often restrained myself from sending my laptop sailing out the window, well…it’s a computer. Can we all just agree, collectively, to assert our human brain’s superiority and stop blaming technology? Here are a few ways to start bringing people back into the mix.
In part two of this successful roadmap engagement series, we'll look at Risk and Obstacle Evaluation, Business Case and ROI, Culture Change, Training, Adoption, and Future Planning.
You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.
Have you ever opened SharePoint Designer, clicked on Workflows, and saw nothing? I sure did and was able to fix it. In today's blog post, we'll do a quick primer of SharePoint reusable workflows, then I'll discuss the problem and all the troubleshooting I did to try and fix the issue. Finally I'll review the magical steps necessary steps I took to actually resolve it.
The idea of engaging in a road mapping exercise has gained in popularity in recent years due to the ever changing technology landscape and the pace at which new business process evolves. Contrary to popular belief, a roadmap is not just a pretty Visio! It is not one size fits all, so don’t let the expectations or results of others dictate the expectations for your engagement. This blog series will explore some of the most critical aspects of a road mapping project.t.
Is Exception Handling one of the easiest ways to track values of variables used in C# plugin for Dynamics CRM Online? It was really helpful for me, when I found that developers can use the Profiler in the Plugin Registration Tool to debug a C# plugin. Here is a step by step guide for the whole process.
Inside Sales teams are rapidly replacing traditional sales teams. This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings. It also introduces an ability to have a much tighter and more buyer-driven sales process. But it also requires some rethinking of the tools used in CRM to support the sales function.
Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.
The new Scribe Insight 7.9 release offers multi-threaded integration processes for all four of the integration process types available within the Scribe Console, but, let’s clarify. Previous to the Scribe 7.9 release, only one thread was reserved for processing all File, Time and Query based integration processes. This blog discusses what you should know about the newest release.
When performing a migration or integration of data, one consideration that should be high on your list is translation performance. Today's blog will discuss how to address the processing of multiple records simultaneously, as opposed to a single-threaded process.
When building an integration between business systems, or even simply performing a migration from a business system to a flat file extract, a great way to find and extract the data you need is using an application publisher. An application publisher is a purpose built tool that typically uses the API of the application to make available data from the systems objects or entities.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.