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Posts Tagged 'Data Quality'

We are pleased to present below all posts tagged with 'Data Quality'. If you still can't find what you are looking for, try using the search box.

Quick Tip: Microsoft Dynamics CRM Spring 2015 - Immersive MS Excel

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.

From CRM 2011 to CRM 2015: Sales, Service and Marketing

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This is the fourth in a series of articles discussing the CRM upgrades available to organizations who are on CRM 2011, and are considering the leap to 2015.  This entry takes a look at the new functionality specific to the sales, service (aka customer care, inside sales, customer support) and marketing.  All three of these functional areas received upgrades in both CRM 2013 and again in CRM 2015.  That's a lot to cover - let's dive in!

Sales Intelligence Options for CRM Solutions

Sales Intelligence and Customer Relationship Management - Salesforce and Dynamics CRM

The Internet and tighter budgets have forever changed how prospects are making buying decisions.  Research in the book tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor. 

Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma.  In this article, we will take a look at the top sales intelligence solutions on the market today.

Sales Intelligence Options for CRM Solutions

Sales Intelligence and Customer Relationship Management - Salesforce and Dynamics CRM

The Internet and tighter budgets have forever changed how prospects are making buying decisions.  Research in the book tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor. 

Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma.  In this article, we will take a look at the top sales intelligence solutions on the market today.

How to Avoid Orphan Contacts in Dynamics CRM 2011

Create as Contact - Outlook to Microsoft Dynamics CRM 2011Have you finally gotten users to start creating contacts in CRM only to find out that they are often forgetting to associate them with an account?  For B2B organizations, this can become a significant data quality issue.  Most B2B organizations are business centered rather than contact centered.  What this means is that users tend to use the account entity in CRM to search for information.  So if a contact is not associated with an account, then users are not nearly as likely to find it.  This problem is exacerbated by Outlook integration features, such as the ability create a new contact directly from an email address.  In this blog, I’ll offer a couple of practical solutions to aid you with creating higher quality data by ensuring that the Parent Customer field is always populated on contact forms.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.