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Lead Management in Dynamics CRM
Importance of Lead Management Too often companies focus primarily on trying to quickly close short-term leads, not taking the time or effort for appropriate sales lead management. Adopting a method for...
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Free Infographic – Six Strategic Advantages of Mobile CRM
Everyone’s talking about how important it is to implement mobile solutions for your business. But can mobile really make a difference to the bottom line of your business? We created the following...
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Webinar – Innovative Use Cases of Microsoft Dynamics CRM and Marketing...
Join Affiliated CRM guru, Bill Rockwell and ClickDimensions Marketing Automation expert, Jesse Granlund, on August 7 at 12:00 p.m. ET for a webinar as they discuss the best practices in Marketing...
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Best Practices in Lead Management: Creating a Lead Management Plan
At Affiliated, we deeply believe that great expectations and results all start at the same point; with a great plan. In recent blog postings “Lead Management in Dynamics CRM“ and “Results of a Proper...
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Webinar – CRM 2011 Best Practices – Goals
The Dynamics CRM 2011 Goals feature makes it easy to set business goals, assign goals to individual teams or employees, and track and measure results against your targets. Join Affiliated’s CRM expert...
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Dynamics CRM Event – September 26 – Get the Latest Dynamics CRM Tips and Trends
Whether you’re currently using CRM or looking to learn more about how it can help your business, you won’t want to miss Affiliated’s Business Technology Solutions Showcase event on September 26 in...
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New Features and Resources Available for Upgrading to Dynamics CRM 2013
We are very excited about the new features coming in Dynamics CRM 2013 and wanted to highlight some of them here as well as resources available to help you in your planning for the next release....
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Proven Process to Upgrade Your Dynamics CRM 2011 Online System to CRM 2013
Do you or your company have Microsoft Dynamics CRM 2011 Online? Then you are most likely receiving e-mails from Microsoft telling you about the upgrade that is coming. You have been given a date and...
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Affiliated’s Bill Owens to Speak on Microsoft Dynamics CRM Adoption Best...
Bill Owens, CRM Practice Manager at Affiliated, a leading Ohio technology and professional services company, will be speaking at the upcoming CRMUG Summit 2013 to be held October 21-24, 2013 at the...
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Join Us for a CRM Webinar on 11/14 – Going Mobile with Microsoft Dynamics CRM...
Everyone’s talking about how important it is to implement mobile solutions for your business and adding mobile access to CRM can deliver significant benefits. In a survey of CRM decision makers,...
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Quick Fix for Issues with Microsoft Dynamics CRM 2011 and Outlook 2013
Several of our Affiliated customers have reported having issues with using Dynamics CRM 2011 and the new version of Outlook 2013. Here are a few tricks that should help in getting Outlook 2013 working...
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Advanced Troubleshooting Tips to Get Outlook 2013 and CRM 2013 Working Together
A few of our customers have been experiencing issues with Outlook 2013 and Dynamics CRM 2013 working together which can be especially annoying when a user goes through the prescribed methods and then...
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Dynamics CRM Webinar on Jan. 8 – Best Practices in Marketing Automation and...
New research indicates that organizations using a CRM solution, like Microsoft Dynamics CRM, can gain up to a $44 return to every $1 spent on email marketing? Imagine what you could achieve and save if...
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CRM 2013 Upgrade Tips – Avoiding Disappearing Lookups and Data Loss
Upgrading Dynamics CRM to the latest and greatest always has some hurdles to overcome and with the new release of Dynamics CRM 2013, things are no different. Some are expected based on the upgrade...
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New App Support for Microsoft Dynamics CRM
With the launch of Microsoft Dynamics CRM 2013 comes the release of some tremendous mobile functionality from Microsoft. Here’s a good synopsis of the new tablet support for users: Microsoft Dynamics...
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CRM Best Practices Webinar – 15 Tips in 45 Minutes – Sept. 23
Join this fast-paced webinar presentation, Back to the Basics with Dynamics CRM - 15 Tips in 45 Minutes,on September 23 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using...
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CRM Webinar 10/29 – 3 Reasons Why an Annual CRM Review is Important
If your company is conducting your 2015 business planning, make sure you include a CRM review. Where does your organization stand and how well are you positioned for the year ahead? What are the...
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CRM Best Practices Webinar Oct. 28 – Outlook Client Tips & Tricks
Join this fast-paced webinar presentation on October 28 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a...
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Dynamics CRM Webinar – Top Enhancements of Microsoft Dynamics CRM 2015
The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements it’s hard to pick our favorites. Join this fast-paced webinar presentation on January 14 at 11:30 a.m. ET...
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Affiliated Helps Health Advisory Firm Increase Operational Efficiency with...
Check out our latest Dynamics CRM customer success story for MB Senior Solutions: Challenge MB Senior Solutions (MBSS), a leading health care advisory service for retirees in the Midwest, saw...
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