CRM Archives | Page 2 of 4

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

How CRM Can Help When Your Company is Growing

Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a

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

ColumnSet, Workflows and My Overstuffed Audit History

The following is the devil. You heard it here first. Listen, I’m a lazy programmer. I accept this about myself. I get that it’s really easy to instantiate a new ColumnSet and pass in true so you get all the columns when you query CRM. You don’t have to worry about a lot of typing

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

Customizations for CRM 2013

It might be hard to believe that with everything Microsoft CRM 2013 gives you, that you’d need CRM 2013 customizations, but if you do, it’s okay. You may have no idea what CRM 2013 customizations are, why you might need them, or how to do them. You may have come across this blog because you’re

Microsoft CRM 2013, SSRS, and Date Parameters

Had a puzzler from one of my favorite clients the other day that I wanted to share. The Situation: Said favorite client called me up and said that when he ran a report (it was a SQL Server Reporting Services report he accessed via the Outlook plugin), he was getting improper results. This particular report

Why is my Full Name Popup Missing Middle Name in Microsoft CRM 2013?

I recently found myself asking this question loudly to an instance of hosted Microsoft CRM 2013 on which I was working for one of my favorite clients. I could click on “Full Name” on his shiny new Contact Form, but when the popup popped up, there was only First Name and Last Name. This was

Is CRM 2013 Ready for Prime Time? (Part-2)

As part of our continuing series on Microsoft CRM 2013, we’re going to dive back into the new features and functions in Microsoft Dynamics CRM 2013 and ask “Is Microsoft Dynamics CRM 2013 ready for fulltime, production use?” Obviously, at Tricension, we ultimately feel the answer to that question is “Yes,” but at the same

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.