Archive for July, 2009

E-mail Marketing’s Great, but it’s no Substitute for Sales

Or…too much of the Company Kool-Aid can be a Bad Thing

Here’s the Wikipedia definition of E-mail marketing:
E-mail marketing is a form of direct marketing which uses electronic mail as a means of communicating commercial or fundraising messages to an audience.

(Read the full article here: http://en.wikipedia.org/wiki/Email_marketing)
For a lot of small to medium-sized firms it’s become one [...]

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Dynamics CRM News You Can Use, July 2009

Gartner Reports Eye-Popping Numbers on Dynamics CRM in its Recently Updated CRM Market Share Report

From the standpoint of Dynamics CRM, Gartner’s just-updated CRM market share report is very interesting. Here’s a link to the article: “CRM Software Market Share Analysis, Worldwide 2008“. Here are my biggest takeaways:

Even in a down economy, the CRM category overall grew by [...]

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Tighten Up those Lead Conversions and Get the Perfect Data You’ve Always Wanted!

Everybody wants six-pack abs, but you have to do a lot of crunches to get them. And alas, the Body by Jake Ab Machine is no longer on the market. Flabby, unsightly (Dynamics CRM) data are significantly easier to tighten up, and if you follow the simple 3-step program I describe here, your data will [...]

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All the Skills You Will Ever Need *

* For SharePoint 2007 and Dynamics CRM, anyway

As I’ve said more than a few times, SharePoint 2007 and Dynamics CRM have some interesting similarities and just as many important differences. Both have emerged as strategically important application development platforms, and I recommend a “right tool for the job” mindset when you’re trying to decide which [...]

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Dynamics CRM 4 Certification Update

Since I first posted some practice test content for the CRM 4 certification exams, I’ve been hard at work writing more questions, and QA’ing the existing ones.
Here are links to the demo versions of the most recent practice tests for the three core Dynamics CRM 4.0 exams. I call them demos since they have fewer questions [...]

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Understanding Waits and Timeouts in Dynamics CRM Workflows

When to Wait, When to Timeout?

When it comes to workflows in Dynamics CRM, timing isn’t the only thing that matters, but it’s definitely up there. In the 4.0 release we have lots of flexibility in this area, and I know from the questions I often get (not to mention my own learning experience!) how confusing [...]

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