Avoid billing mistakes by keeping these common errors in mind: Generating Inaccurate Invoices There’s nothing worse than sending out an inaccurate invoice to a client and then having to…
Demystifying CRM: Lost and Found There are probably 50 different ways you can find information in Microsoft Dynamics CRM. Each person will have their preference. I am able to make…
Recommendations for Rookies – CRM Part II I know you’re excited for the second installment of Recommendations for Rookies. Again, I will focus on Microsoft Dynamics CRM. If you missed…
CRM 2011 Within the first few weeks at PEI, I was asked to help evaluate a new Customer Relationship Management (CRM) Solution for our internal processes. I had worked with…