CRM Speed and Simplicity

One of the enhancements I was most excited about when I first read Microsoft’s CRM 2011 Statement of Direction November 2012 was the enhanced user experience for CRM online.  Six months later, I am still excited about the new user experience which lives up to the...

Who Moved My Opportunity?

I recently received an email from a salesperson wondering why she could not edit one of her Opportunities.  After confirming she did not accidentally close the Opportunity, we brought the CRM administrator at the client site into the conversation and asked about...

What’s In Your CRM Junk Drawer?

The idea of saving extra parts and pieces because we are not sure what to do with them right now, but because we believe they may be useful someday is nothing new.  For some of us recycling and reuse is a way of life where there is a mindful effort to find a use for...