Tags » CRM

“The formula is empty” exception while importing solution in CRM 2015

Got this error while trying to import a managed solution.

It was giving this error for Calculated fields.

On checking these fields in the source CRM realized that these fields were missing Action in them. 18 more words


5 Ways Your Welcome Program Can Grow Revenue

As a Marketer, you are always looking to engage your customers and grow revenue and retention. You have many touch points and channels to leverage. One of the first actions your customers will undertake with you is to subscribe to your email list. 868 more words


Former 311 Executive Appointed as 1st State of NY Customer Experience Director

I was very excited to learn a NYC311 executive recently landed a critical role to lead the customer experience for the Governor of New York Andrew M. 257 more words

Customer Experience

Save Exchange Rate of Currency in CRM 2013

While I was browsing MSDN forums, I saw this query posted by one of the users where he wanted to save the old value of the currency exchange history. 143 more words

CRM 2015

CRM for construction businesses: 10 best practice points for successful implementation

My original CRM post was turning into a bit of a monster, so I have split it out. I have been involved with CRM at a variety of stages in a number of different businesses over the years and there are always recurring themes.  771 more words


CRM for construction businesses: pros and cons

I have had a number of conversations about the value of CRM over the past few months and have recently been commissioned to investigate implementing a system for a new client. 486 more words


5 Ways to Test Customer Perception

An interesting read this is, short and succinct. The article detailed the challenges that sales team faces, to really connect with clients.

Idea Credit: Miller Heiman  224 more words