We are pleased to present below all posts tagged with 'SCRM'. If you still can't find what you are looking for, try using the search box.
When reviewing a lead, account or contact prior to a sales call, it is always helpful to have as much context about a company prior to making the call. Putting a Twitter feed on the CRM record for a lead can put this information in a place where it is easy for a sales person to quickly see it. By passing in the name of the company dynamically, the feed can show relevant information about the specific company.
Twitter makes it pretty easy to generate the “base” code for integrating with CRM (or any website) as a widget. You can find their tools for generating widgets here. Even if you use my code, below, as a starting point, you’ll likely find this link helpful as you start to fine-tune your code a bit.
Customer relationship management systems typically handle relationships between records in a linear format. For example, in the image to the left, an account (aka a company) may have a relationship with one or more contacts (aka the employees of that company). Similarly, the account may also have one more more opportunities associated with it.
In the strictest sense, this is how the business views the relationships. Everything is nice and tidy and linear.
Our blogs, on-demand videos and events lists have expanded so much in the last year, that we’ve been asked if we can provide some options to follow selected topics only.
So if you would like to focus on information by product (Salesforce.com, Dynamics CRM or Microsoft SharePoint) or by role (Business or Technical) – you have options to do that. You also have options to choose which channel you want to follow us on (Facebook, Twitter, LinkedIN, RSS or e-mail).
If you’re already following C5 Insight – THANKS. Take a few minutes today to visit the new follow us page and update the way you follow us so you will get only the information that you want.
If you’re not following us yet, now is the perfect time. Follow us to keep up with the latest tips, techniques, best practices, on demand videos and live events.
AND … to sweeten the pot … we will be giving away 5 copies of our forthcoming book, “Microsoft Dynamics CRM 2011 Administration Bible” to a randomly selected list of those who are following us. More details are in the full posting.
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The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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