Many organisations understand that they could benefit from using a CRM (Customer Relationship Management) system. What often happens though is that they jump into the deep end without proper due diligence. Shiny demos, systems that have been used by a key staff member or have been referred by a peer or an offer too good …
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11 Questions you should ask before selecting a Not-For-Profit CRM system
July 17th, 2013 | Posted by in CRM - (0 Comments)Re-importing data with Dynamics CRM gone wrong
July 5th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Recently one of my clients needed to update some information on contact records in Dynamics CRM 2011. After exporting the data to Excel and ticking the “Make the data available for re-importing by including the column headings” the value were changed for one of the fields (“home phone number”) as these needed to be updated. …
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