Enterprise Bank and Tricension Partner on Business Intelligence Course
Kansas City, MO – Eric Levy, Tricension’s Vice President of Solution Sales, is teaching an upcoming course for business leaders interested in learning more about Business Intelligence. Business Intelligence helps organizations by providing organizational leadership with the opportunity to continually measure and inspect results in real-time. This course is meant to help you determining if Business Intelligence is a
CRM Mobile Capability
For today’s workforces, mobile capability isn’t just a perk; it’s a required feature. We’re all mobile now, and it’s no longer only the sales staff that’s on the road. It’s everyone. So having access to critical client information, no matter where your employees are, is critical to your business success. With the release of CRM
Why go with a CRM Company Instead of a Company that does CRM?
Why go with a CRM company instead of a company that does CRM? Read that carefully — a small change in phrasing can make a big difference for your organization. When you and your team look for the right CRM solution, you’ll likely find both CRM companies and companies that offer a CRM product. Microsoft
Features Overview of MS Dynamics CRM for Small Biz
Whether you know it or not, your company has a CRM system. CRM, by definition, is Customer Relationship Management. So if you have a customer, then you’re managing that relationship. And how you do this has everything to do with how successful your company becomes. I got into this business because I truly loved the
Hosting your CRM: Server vs. Online
Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere.
How Outlook Integration CRM can Transform Sales and Operations
Microsoft Dynamics CRM has many features I love — after all, it’s the service I sell. But today, let’s talk about one of my favorite CRM features: Outlook integration. Salespeople spend hours each day in Outlook. When I meet someone new, I put that contact into Outlook right away. And when I interact with any
10 Signs You Need Hosted CRM Software
You’re a small business owner. You have some revenue. You have some clients. You have a lot of paperwork you’re doing by hand. You have paper files. You’re losing your paper files. You have Excel files. You and your employees have different versions of those Excel files. You need software. You need Customer Relationship Management
The Five Qualities of a Great CRM Developer
We’ve been thinking about this a lot at Tricension for the last several months because we’re in growth mode. But it’s always a conversation topic, because we’re always looking to hire the best people. Fortunately, we have several excellent search partners who are starting to identify strong candidates and our selection process has been consistently identifying
SharePoint System Down!
Yesterday, I had a client call me. They had changed the password of the SharePoint 2007 service account. As I’m sure you can guess, doing so brought on the dreaded “Service Unavailable” message. Here’s what I did to get them back up and running… Ensure new credentials are changed in IIS and Windows Services The client