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.
How effectively is your organization using its CRM platform? This in-depth assessment includes 20 questions across 5 categories. Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
CRM and Intranet projects can often feel like New Year's resolutions - they start strong, but then fizzle out. This self-assessment enables you to identify the gaps in the ongoing support, leadership, self-disipline and governance for your project.
A successful intranet is at the heart of the digital workplace. But keeping up with best practices can feel almost impossible. Intranet initiative leaders need a practical way to rate their intranet across project stage and line of business.
If you want your sales team to increase deal size, decrease sales cycle length, improve your win rate, avoid letting valuable opportunities slip through the cracks, have meaningful forecasts, and be able to scale to support a growing business - then you need a sales process.
Download the free Rapid Sales Process Design workbook to create a CRM-ready sales process.
It's easy to forget all the moving pieces associated with importing new leads into a CRM solution. To help, we created a simple, step-by-step checklist to ensure your own system stays up to date and clutter free with each import.
The Microsoft Dynamics CRM 2011 Administration Bible is the comprehensive reference for individuals who are configuring and administering Dynamics CRM for organizations of any size. For those who need to engage with managers, partners, users and developers to deliver a successful CRM project, the book is the must-have guide. The free chapter, "Chapter 11: Using Dynamics CRM for Outlook," gives you a jumpstart on Microsoft's unparalleled Outlook integration with CRM.