Dynamics 365 Archives - Little place of motivation

Duplicate error when merging 2 Accounts

8 Feb

Vivian Voss 0

Background We are working on cleaning up our CRM system and therefore I was trying to merge two Account records. Very standard and nothing special about the records either. It is something I have done successfully a hundred of times ... Read more »

Lead qualifying – no data from ClickDimensions

15 Feb

Vivian Voss 0

Background We were upgrading our ClickDimensions solution from v.9.6 to 9.10 on a Dynamics 365 On-Premise v.8.2.1. Looking at the release notes from ClickDimensions, it did not seem like a burdensome task. Mostly improvements to the existing functionality and of ... Read more »

Market share for CRM software – 2015

28 Jun

Vivian Voss 0

The market for Customer Relationship Management Software continues its growth also in 2015. According to Gartner’s latest analysis, CRM software market has increased by 12,3% compared to 2014. In 2014 CRM software owned a share of $23,4 billion. By listening to ... Read more »

History of Customer Relationship Management

6 Apr

Vivian Voss 0

The history of CRM is not very long. Although companies have managed customer relationships for decades, it has never been truly organized. When salesman A dealt with customer A, then salesman B had no knowledge of customer A. All information ... Read more »

CRM – the magical world of Customer Relationship Management

11 Mar

Vivian Voss 0

What is CRM? Everyone working within sales and marketing has heard people talk about CRM. A magical 3 letter word that seems to be the answer to effective customer service. But what do those 3 letters actually mean? CRM is ... Read more »