CRM Software Blog

Field service refers to the management of a company's resources employed at or en-route to the clients’ property. This could include locating vehicles, managing worker activity, scheduling and dispatching work, and more. Field service management is an important competitive advantage for companies that need to manage installation, service, or repairs of systems or equipment. In this modern age of technology, the field service industry faces many challenges, such as:   Schedule Adherence - Customers expect your company to deliver the products and services they pay for, and your company relies…

Project Email - the Nemesis of effective Document Management Recent studies have concluded that Project Staff spend an average of 5.5 hours per week searching for Project Information, and 52% of rework is caused by poor communication. Clearly, effective Document Control plays a critical role in mitigating this problem, but what about Project Email? Microsoft Outlook is by far the most popular email application, used by more than 90% of project participants. But despite the structured view it provides, and the facility to create folders, it is essentially uncontrolled communication, with no…

“If you want to make enemies, try to change something.” - Woodrow Wilson Interested in a Dynamics CRM implementation? A recent study on Microsoft CRM Online by Forrester demonstrated that the average return on investment (ROI) from a Microsoft CRM Online implementation is 75% over three years. In addition, companies are recovering the initial investment expense in less than two months. These are extremely attractive figures that lead organizations to implement versions of the Microsoft CRM offerings ( Dynamics CRM, Dynamics 365 for Customer Engagement ). Prepare your team to actively embrace…

Microsoft Dynamics CRM 365 on-premise vs online - know the differences in deployment models. There are a number of significant differences between Microsoft Dynamics CRM 365 on-premise vs online.  Each model should be carefully examined in deciding the best model for your business. Microsoft CRM on-premise was released in 2003 and went through several versions (1.2, 4, 2011) before the online model was released in the 2013 version. The online version is a true cloud/Software as a Service (SaaS) application. It is a multi-tenant design meaning that multiple companies use the same infrastructure…

Many manufacturers view virtual reality (VR) as an effective business tool to present and educate their (configurable) products to conference attendees on the trade show floor. Visual Product Configurators with Virtual Reality is a solution suite quickly being adopted by businesses to deliver an immersive experience that showcases product attributes, demonstrates benefits, and leaves a memorable impression with attendees. VR has ROI benefits as well. In many cases, it’s not cost-effective or realistic for manufacturers to display large or many products in the booth. Reducing the amount of…

Gun restrictions have been taken to a new level .   Salesforce has decided to ban  their  customers  from  sell ing  automatic  and semiautomatic weapons, 3D-printed guns ,  accessories such as magazines  ( more than ten rounds )  and  flash or sound suppressors.     The public affairs director for the National Shooting Sports Foundation,Mark Oliva,  suggested  that this Salesforce  policy change was an example of yet another corporation using its power to advance left-wing causes.     Should Salesforce be taking a political stand like this?  Is this discrimination against retailers…

Have you ever opened the menu in Dynamics 365 and been overwhelmed with deciding where to navigate among the seemingly endless sea of record types? Navigation in Dynamics 365 can be difficult and time consuming – especially for new employees or those working on secondary devices like laptops, tablets, or phones. By deploying custom apps in the Unified Interface in Dynamics 365, you can build tailored business roles that help your users quickly access the data they need in the system and nothing else. What is the Unified Interface? The Unified Interface is an enhancement for Dynamics 365 that…

Now available on Microsoft Dynamics 365 Online! With the long awaited release of IPM Project Management on Microsoft Dynamics 365 (online), it doesn’t matter what your business looks like …. If it is project based, IPM has a project management solution, which integrates natively with Microsoft Project, Office 365, Outlook, Power BI and SharePoint. Built specifically for the Construction and Engineering industries, it no longer matters how large or small your business, how much the size of your workforce varies, or whether you require integration with a light or heavy ERP back end. Recognizing…

You’ve seen a demo o f  a Rockton product and you are SOLD! But your decision maker may not be up to speed yet.  Sometimes it may require a little more information on the benefits, support, features, and functionality to get things moving forward.    We can  help  make your   w ork   s impler and  e asier  and that includes getting the decision maker buy-in. Featured Products   Recurring Billing   Manage recurring invoices   Flexible Billing Schedules to bill annually, quarterly, monthly, etc.   Send Payment Reminders Calculate Penalty Fees   Software Management   All the…

Do you find yourself making changes directly in Production? If you don't get it perfect the first time, this can really impact your users, nullify user adoption and introduce unnecessary “down time." In this one hour webinar, we will cover best practices surrounding using different organizations to develop and test your changes. You will see how your changes can then be easily deployed to Production with minimal or no user impact. Solutions and Patches allow instant visibility into what changes have been made and by whom. If you have one system administrator or a whole team of system administrators…