CRM in the Cloud – Case in Point
Background:
N’compass, a growing Minneapolis-based technology consulting company, needed a more flexible and better integrated CRM system to help manage its sales and marketing efforts as well as a solution that would provide improved visibility into its business operations. The company was using NetSuite CRM and struggled with the integration of solution with the company’s other business applications which created productivity losses and inefficiencies in getting the real-time information they required.
Solution: Within a quick 30-day timeframe, PowerObjects implemented hosted Microsoft Dynamics CRM and helped N’compass gain full integration of their business management applications. The new solution has increased organizational efficiency, greater operational visibility from a sales and marketing perspective, and provided a platform that they can build upon for future growth. Click here to read the full story!
Save the Date – You Won’t Want to Miss This
We love our customers and will be hosting the PowerObjects Annual Customer Conference just for you!
Wednesday, October 6
8:00 a.m. – 4:00 p.m.
Microsoft Office, Bloomington, MN
The conference is designed to educate you on best practices with Microsoft Dynamics CRM and SharePoint, discuss
new features/accelerators/releases, feature innovative ISV solutions, showcase PowerObjects advancements, and
provide lots of opportunity for clients/prospects to network and share best-practices with other Microsoft
Dynamics CRM users.
Be sure to mark your calendars for October 6! Stay tuned as we will be sending additional details on the event soon.
CRM Tips and Tricks
There are dozens of little tips and tricks for using Microsoft Dynamics CRM that can make your life so much easier. We’ll be bringing you new tips each month! Check out the latest from our team of CRM experts:
Business Issue
Our field sales reps need an easy way to make a phone call to a CRM lead, contact or account from an Outlook Task on their phone.
Solution
Configure a workflow that updates the phone call record subject with the phone number and the description with any other details you want available. Click here for the details.
Business Issue
I need to quickly and easily let a colleague on my team know about a record or group of records in CRM and I want to send or copy a shortcut to a CRM record or a group of selected records.
Solution
A feature of CRM that is often overlooked is the ability to copy or send a shortcut to a specific record or group of selected records in Microsoft Dynamics CRM in an email message to any user. Click here for the details.
Kudos from Microsoft
We are pleased to announce that the PowerObjects Team won the Dynamics Partner award for the North Central area. We were chosen out of an extensive field of Microsoft partners for delivering market-leading customer solutions built on Microsoft technology and excellence in market focus for Microsoft Dynamics CRM. Get the full story here.
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