Author Archives for Bob Kanzler

When to use Scribe vs building data intergration or migration

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When to use Scribe vs building data intergration or migration

- August 14, 2013

I recently had a customer that is implementing Microsoft Dynamics CRM 2011.  They were asking why we were recommending using...

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Take CRM beyond sales management to personalized service

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Take CRM beyond sales management to personalized service

- August 14, 2013

I am flying home from vacation to my family’s favorite destination, Disney World.  I took note on this trip to...

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Microsoft Dynamics CRM 2013: A first look

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Microsoft Dynamics CRM 2013: A first look

- August 6, 2013

Microsoft recently hosted a webinar to introduce us to Microsoft Dynamics CRM 2013, originally called Orion.  The presentation and product...

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Using an Agile Hybrid approach to the implementation of Microsoft Dynamics CRM

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Using an Agile Hybrid approach to the implementation of Microsoft Dynamics CRM

- August 1, 2013

We have  good success implementing Microsoft Dynamics CRM utilizing a project methodology based on the Agile method.  The Agile approach...

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Tracking large opportunities as a parent to smaller future opportunities

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Tracking large opportunities as a parent to smaller future opportunities

- July 16, 2013

We have had a few clients over the past several years using Microsoft Dynamics CRM that have struggled trying to...

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Data ownership: who really owns your data in a CRM deployment

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Data ownership: who really owns your data in a CRM deployment

- July 11, 2013

We have heard a lot of concerns about data ownership at new client sights.  These concerns are not whether the...

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Is your CRM system a “Big Brother?”

Is your CRM system a “Big Brother?”

- July 2, 2013

I typically walk into meetings when Microsoft Dynamics CRM is getting introduced to the end users and a comment is...

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CRM Implementation Success Factor: User Acceptance Starts at the Beginning

CRM Implementation Success Factor: User Acceptance Starts at the Beginning

- June 27, 2013

Sometimes the hardest challenge in switching systems is not the data migration or translating business requirements, it is the adoption...

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