CRM Archives | Tricension

Housing The Future: Leveraging Technology For Housing Agencies

As CEO of Tricension, a Kansas City, MO based IT consulting firm, I have learned to view the world through the lens of “How can technology make this better?” Last week, I was able to put this worldview to the test; I had the privilege of attending the 2016 NCSHA Annual Conference and Showcase in

What Makes a Sales Team Successful?

Motivation is something that’s always evolving. At the start of my career, I entered the sales profession to make more money and have more freedom. Fair enough motives for launching a career . . . but that changed quickly. After I gained my first client, I quickly realized that the sales profession is not about

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

Lead vs. Opportunity

Clients ask the best questions. Especially on the phone when there’s immediate pressure to have a (at least somewhat) decent response. This is a question that Tricension gets asked a lot because the difference between Leads and Opportunities in Microsoft CRM 2011 can be vague. At the same time, though, using the Lead and Opportunity functionality

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

CRM and Offensive Linemen

I was at a local entrepreneur/networking meeting this morning when I came to a realization. It’s something I’ve been feeling for a while, but couldn’t put words to until now. What we do at Tricension — customer relationship management (CRM) software, customization and consulting — is boring. Even the acronym is boring. Just CRM. Why

Microsoft CRM 2011 as a Development Platform

Part of my job as Director of Support means that I get to attend networking meetings. I love networking, especially with smaller startups because of their drive, their passion, and their enthusiasm to take an idea and use it to change the world. If there was one thing I would wish for many of these

Date Handling in Custom Activities and Plugins

We ran across a bug (well, our clients did) a few months ago that gave us fits until last week. The solution was so simple, yet non-obvious that I wanted to write about it in the hopes no one else has to spend time working on it. Dates Are Handled Differently in Custom Activities and

How CRM Can Help When a Key Employee Departs

Every company has experienced the pain of a key employee’s departure. Even under the best of circumstances — maybe a promotion, a marriage and move, caring for a growing family — it isn’t easy for those left behind. That good team member built relationships, developed leads and created opportunities . . . let’s call her

Jeff Roper

16:18 29 Aug 17

We contracted with Tricension to take on something of a unique challenge with our firm; importing data from a variety of database types into our format. We gave Tricension some basic information on the process that we were using within our company and no documentation on the database itself. They have done an excellent job of familiarizing themselves with our database and other database types, creating their own processes to more efficiently import the data, and working with customers to keep them updated on progress.They have an excellent approach to project management and have done a great job of keeping our customers updated on progress. Our business fluctuates quite a bit seasonally, and they have done a great job adding staff to the projects during busy times and dialing back during slow periods. Although the cost per hour is higher for their service, we save money and provide better service by utilizing Tricension due to their staffing flexibility.

Chancie Adams

17:33 01 Sep 17

Tricension came to the table with expertise and dug deep to understand what our company needed. They scoped our project appropriate and applied the right resources to get it done on time, on budget, and delivered exactly what we needed. Their staff is professional and highly skilled.

Renee Keffer

20:44 29 Aug 17

Tricension is a great business partner. They put focus on delivering a quality product and put the needs of the customer first. When our requirements shifted mid-project, they worked with us to make the necessary adjustments to ensure success.

Kevin Huntsman

12:26 06 Sep 17

The team at Tricension does an exceptional job! They are very easy to work with and the entire team is well prepared and exceeds all of my expectations. I would highly recommend Tricension.

Frank Kaul

19:47 08 Sep 17

The Tricension team has completed several integration projects for us to dramatically improve transaction processing and eliminate error prone data entry. These projects have had a dramatic impact on our business. I really enjoy working with their people.