Tags » CRM

Javascript - Birthday

This is hopefully a useful javascript snippet.

Sometimes capturing a contacts date of birth is important often this is because certain products are age specific. For example you might not be able to take a life insurance product above a certain age or some products might mean you need to be 18+ to purchase. 244 more words

CRM

Spark Story: Lime & Tonic Made an Embarrassing Mistake in Their Newsletter, but How They Managed It Was Beyond Awesome

This story is almost two years old, but it’s such a great example of companies thinking on their feed that I felt the need to re-tell it. 359 more words

Digital

Big Data : It Takes Three to Tango

I have noticed that little has been written about the set-up needed to succeed in Big Data projects.

To increase chances of successful implementation it is important to have the players well connected: Business, IT and Data Science. 198 more words

Data Science

Calculate Tax Automatically in Microsoft Dynamics CRM Online

An issue I had, along with many others when configuring CRM Dynamics was the fact that Microsoft did not add a tax calculation feature.  I spent along time scratching my head and trying different things and finally found a way to do it. 314 more words

Calculate Tax

What's the Future of Customer Service? Ask Salesforce

What is the state of customer service? How you doing with customer service via mobile devices? What about you ability to respond via social media? Have we enabled self-service? 130 more words

Digital Business

How to Raise Funds for Non-profit Organizations

Non-profit organizations may not be aimed at generating a revenue, but you still need a considerable amount of money to pay your employees, purchase supplies and provide services. 370 more words

CRM

Launching a Successful Donor Campaign

Planning a campaign to attract the attention and money of donors is a daunting task. You would not only have to plan an event that is engaging and informative, but also resonates amongst the highest number of people so that they would be inspired to contribute towards your cause. 351 more words

CRM