Experience Matters


It seems that we can all agree that experience matters. If you are looking to succeed in anything in life, it makes sense to speak to someone that has been down the particular path you are about to go down. And don’t speak to just anyone…speak to those people who have had success accomplishing what you are setting out to accomplish. We tend to ask questions to find out who’s experienced in what we are trying to achieve and then contact that individual for advice.  Before we know it, we find ourselves receiving many referrals with a selection of people to speak to. You have your conversations with those individuals, you gather your advice, and off you go to achieve your original goal. You are able to achieve your goal because you prepared yourself. More importantly you were able to achieve your goal because you asked for advice and used it to your liking. Everyone seems to want things but few tend to ask for them. 

Our Top 5 MS Dynamics 2015 Admin Features


The New Year is always an exciting time – a chance to start fresh, update and upgrade the old, and move on to bigger and better things – and for administrators of Microsoft Dynamics CRM, 2015 is starting off with a bang! The release of the highly-anticipated Dynamics CRM 2015 online and on-premises is finally here!

Dynamics CRM users were treated to a more intuitive, user-friendly experience in the upgrade from Dynamics CRM 2011 to Dynamics CRM 2013; and now with the Dynamics CRM 2015 release, Microsoft is providing both users and administrators with a number of enhancements and new features.

So what can we look forward to with Dynamics CRM 2015? Here are our picks for the top 5 changes to look forward to...

Our Top 5 MS Dynamics 2015 User Features


It’s a new year, so you’re ready for something NEW, right? New experiences, new goals…and maybe some new features in your technology! Users of Microsoft Dynamics 2013 got a taste of some of the brand-new features of CRM and the 2015 version has even more in store for you! There are tons of enhancements and a new feature (or two, or three…) all aimed to help your business have a great new year!

STICKY NOTES SUCK! (Or Why I’m a CRM Convert)


Everyone has their process of doing things. The first attempt at developing any process is always the slowest. You find yourself doing things that are repetitive, realizing that they are not necessary.  Gradually, you start to chip away at your process, restructuring and improving it to make it as efficient as possible. Let’s take being a sales person for example: A large part of any sales person’s job is follow up. Not only do you have to be persistent and creative in ways to follow up with a prospect, but half the battle is reminding yourself that follow up is needed at a very specific time. As your list of prospects grows, so does the list of reminders. You find yourself not trusting technology because each deal is so important. So you hand write a list of reminders and stick them on your desk, on your steering wheel, and on the door to your office. Then, you manually put reminders on your calendar, in Outlook, always checking it to make sure the sync went through so it is on the shared calendar on your phone. At that point you look around and realize that there is absolutely no possible way you are going to forget about anything that is on that list…at least you hope so…as long as the post-it glue sticks.

First Impressions


Growing up there were many different “golden rules” I was told never to forget. Rules such as follow your dreams, do not take no for an answer, always be polite and thankful, and always look at the glass half full. These are all great rules to follow but one really sticks out among others. “Don’t judge a book by its cover.” Yes, the ultimate golden rule that I was taught during early childhood, to always follow. I have been told time and time again to always give someone the opportunity to express themselves before giving up on them, based on their looks. What I fail to remember as a child, was someone driving the opposite rule in my brain, which is first impressions last forever. Very rarely do we receive a second chance if our first impression doesn’t go as planned.

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