Microsoft CRM User Group Community Session on Selling Your CRM Project Internally

I will be facilitating a online workshop for the Microsoft CRM User Group Community on May 31st on Selling Your CRM Project Internally. Details are below Join this repeat of a popular CRMUG Summit workshop to learn how other CRM user are getting buy in for their project. Many CRM leaders and project managers struggle [...]

Sales Force Automation Success Webinar

I will be facilitating a Webinar on SFA best practices for the Dynamic User Group Community on May 17th. So if you are looking to leverage your CRM system to improve the effectiveness of your sales force? This is a non-technical session designed for business professionals on how to plan and implement successful Sales Force [...]

How to Sell CRM Internally

I recently  launched a new CRM Educational Session for the Dynamics CRM Community at their User Conference in Las Vegas. This session was designed for CRM End User Professionals to help them Sell CRM internally to C Level Executives, Senior Mangement, Line of Business Supervisors and End Users. In this session I covered How to determine [...]

Planning for CRM Success

I will be presenting at the Decisions Fall 2011 Virtual CRM Conference on December the 8th. You can register at https://presentations.inxpo.com/Shows/MSDynamics/12-11/Registration/Decisions012_11RegistrationPage.html?AffiliateKey=13897&AffiliateData=Speaker Thanks Rick

Microsoft CRM User Group Summit 2011

I want to let everyone know there is a very important Microsoft CRM Event happening in November. The Dynamics CRM User Group Community will be hosting their annual Conference “Summit 2011” in Las Vegas. For those not familiar with the CRMUG, they provide a number of ways to connect and exchange Microsoft CRM knowledge and [...]

3 Podcasts on Promoting CRM User Adoption

Here are 3 Podcasts I did for Microsoft on Promoting CRM User Adoption-Enjoy! http://www.rsvpportal.com/microsoft/dynamics/resources/CRM.wav http://www.rsvpportal.com/microsoft/dynamics/resources/Promoting_use_adoption.wav http://www.rsvpportal.com/microsoft/dynamics/resources/Tips_successfull_rollout.wav Remember to join us on our SFA Best Practices Webinar http://events.linkedin.com/Sales-Force-Automation-Best-Practices/pub/748483

Sales Force Automation Best Practices Webinar

In my CRM practise I typically get involved with two types of projects. Those who have rolled out CRM to their sales teams and are having issues with user adoption and gaining any type of measurable ROI from their investment. In the other scenario I am engaged with companies that understand the complexity of CRM, [...]

Viva Las Vegas! Microsoft CRM UG Summit 2011

Attention all Microsoft Dynamics CRM Users the registration for the CRM User Group Summit is now open. This is the premium event for Microsoft CRM and  will be held November 8 – 11 at Caesars Palace in Las Vegas. Summit 2010 in Orlando was awesome! They tell me  early bird registration ends July 31st. Check out the details at http://www.dynamiccommunities.com/summit2011/CRMUG/index.html. [...]

Planning for CRM Success Webinar

The Microsoft Dynamics CRM User Group will be holding the next Planning for CRM Success Webinar this  Thursday, July 14th . This session has some great information for both new a seasoned CRM professionals.  I hope you can attend.  http://events.linkedin.com/Planning-CRM-Success/pub/709437

Social CRM tools changing the way we sell!

I want to congratulate my friends at InsideView for their Dynamics Marketplace Partner of the Year Award! I have been using their product for the past 30 days and have saved hours looking for contact information for new contacts and companies and I am only getting started with this product’s potential! http://digitalwpc.com/Awards/2011-Awards?awardId=7&categoryId=74#fbid=XIotyIlpPy9

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