Ask the Experts

Ask the Experts

Microsoft Dynamics CRM

• What problems need solving to create smoother customer interactions?

  While many factors can make or break a sales-service platform merge, three challenges stand out when combining service, sales strategies.  Continue Reading

• Are Microsoft customers cooling on cloud concerns?

  As cloud platforms mature and become more mainstream, on-the-fence Microsoft users are taking another look at adopting them.  Continue Reading

• Three options for creating Microsoft CRM surveys

  Microsoft Dynamics CRM 4.0 does not provide survey questionnaire functionality out of the box, but here are three options for creating Microsoft CRM surveys.  Continue Reading

• Tips for converting a lead to a contact in Microsoft CRM

  Learn to use Microsoft CRM to convert leads, including two ways to covert a lead to a contact and how to map CRM data from lead fields to a contact form.  Continue Reading

• Linking Microsoft Outlook contacts to Dynamics CRM

  Expert Richard Smith explains how users can link their Outlook contacts to CRM in just a few steps.  Continue Reading

• Converting and linking leads in Microsoft Dynamics CRM

  Expert Richard Smith explains the process of converting and linking leads in Microsoft Dynamics CRM.  Continue Reading

• Sales forecasting opportunities and reports in Microsoft CRM

  What are the best (and easiest) sales reports to create in Microsoft Dynamics CRM? Read advice from Microsoft CRM expert Richard Smith to help create reports for sales effectiveness.  Continue Reading

• Customer loyalty programs for Internet Service Providers (ISPs)

  CRM expert Michael Lowenstein answers a reader question about customer loyalty programs for Internet Service Providers (ISPs).  Continue Reading

• Do you believe in Peppers & Rogers' Return on Customer concept?

  Read an evaluation of the Peppers & Rogers' concept of Return on Customer (ROC) for CRM.  Continue Reading

• Measuring customer churn rate to calculate customer lifetime value

  Read advice on how to measure, define and calculate customer churn rate in this expert Q/A.  Continue Reading

• Evaluating Siebel CRM On Demand versus Salesforce.com

  Deciding between Siebel and Salesforce.com for CRM on demand? Read this expert tip first.  Continue Reading