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In this CRMUG Partner Showcase, learn how Business Development Premier by Thomson Reuters supercharges your Dynamics CRM database by automatically searching your business’ extended relationship network and populating your database—all without manual data entry. The data is enhanced by layering ...
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Watch this 30-minute webinar on how Chippy’s Chocolates uses Rockton Connect, small business accounting inside Microsoft Dynamics CRM, in their day-to-day operations. Integrating their accounting inside their Dynamics CRM has given them the chance to break down barriers between departments,...
CRM has grown to a $20 billion business, but attaining maximum customer satisfaction with the solution remains elusive. Recent evidence shows that the speed of CRM deployments is often given priority over usability and value to users, causing adoption to suffer after the sizzle of the ...
2015-04-02_TribridgePartnerShowcase.wmv
Cobalt Membership Dynamics (the engine that drives CRMUG’s day-to-day operations) is more than just a tool to efficiently manage your members – it’s a flexible, user-friendly membership management system that enables you to ENGAGE, RETAIN, and GROW your member base. Built on the Microsoft...
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More than ever, businesses are looking for ways to pump up the way they produce dynamic, personalized documents. In this informative webinar, you will learn how to overcome the quirks and limitations of Mail Merge while retaining all the benefits and familiarity of Word. From the simplest letter...
Electronic signatures have become commonplace in many highly regulated industries, but surprisingly, many organizations are not yet using e-signatures on everyday customer and vendor agreements such as non-disclosures, purchase orders, contracts, and statements of work. An e-signature...
In this CRMUG Partner Showcase, you will learn about new CRM add-on innovation and low-cost vended CRM customization services available through Management Technology Consulting (MTC). These include customizable CRM Views and sub-grids, colorful interactive calendaring, e-marketing contact data...
2014-12-11_PSMTC.wmv
CRM for Distribution is fully integrated with your ERP Platform and is enabling distributors to improve sales effectiveness and achieve results. Harness the power of your ERP system to more effectively target, market, sell and service your prospects and customers. Join us to see how Beringer...
2014-10-01_PSBeringerAssociates.wmv
This webinar shows you how a CPQ solution can help guide users through a structured process for quickly and accurately creating complex quotes or orders. This is critical in environments where each customer order is unique and may include extensive calculations, previously handled manually with...
2014-08-19_PSExperlogixCPQ.wmv