Tags » CRM

USD – Google Maps (using $Context)

Within Unified Service Desk(USD) I has a requirement to display Google maps to accounts, contacts and leads. I found that this was easier than I expected by using $Context. 625 more words


Send Bulk Emails and Track Stats Back to CRM with PowerMailChimp

Maintaining campaigns, marketing lists and sending emails to different marketing lists in bulk are usual processes in Marketing. Dynamics CRM provides a useful set of functionalities under Marketing. 128 more words


Automatización y personalización: un reto para el marketing

El marketing está en un momento entre crítico y de ciencia ficción, que se manifiesta en el profundo malestar que el cliente siente cuando un robot/computadora automatizada intenta hacerse pasar por las personas que hay detrás de un negocio. 905 more words

Reputation Management

Once user entered all the mandatory fields in current stage the system will move from current stage to next stage. For example, Currently in Opportunity we have the business process flow. 277 more words

Dynamic CRM

Change the way you display custom fields

We’ve just updated the way custom fields work so that you now have a more flexible way of managing your contacts.

Originally, custom fields were just in the  92 more words


ContactEase CRM welcomes new law firm client...

ContactEase CRM welcomes new law firm client, Rhoades McKee with 48 attorneys located in Grand Rapid, MI http://www.rhoadesmckee.com


CRM used as a Data Cleaning Tool

There is often a lot of talk about poor data within CRM systems and sadly this tends to be the case in many instances. However it is possible to make use of the system itself as a mechanism to assist in data cleansing. 573 more words