Top Web-Based CRM Software Reviews, Latest News

A New Look for Infusionsoft - Story From: The Official Infusionsoft Blog

Admin — Mon, 06 Feb 2012 08:37:37 +0000

You may have noticed our new look this week. We have a new logo and a new color palette representing the Infusionsoft brand. We’re excited to have a fresh new face representing our brand identity. Here’s a look at our process and thinking behind the logo and brand image change. The previous Infusionsoft logo served [...]

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Refining our Vision - Story From: The Official Infusionsoft Blog

Admin — Mon, 06 Feb 2012 08:36:28 +0000

If you’ve followed Infusionsoft for any period of time, you know we’re huge proponents of culture. Our culture is an incredible competitive advantage for us, enabling us to hire the best people who make a great impact on our customers and the company. We have been named one of the best companies to work for [...]

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7 Ways to Make Your Story Enthralling to Potential Employers - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Sat, 04 Feb 2012 16:02:39 +0000

Career experts often advise job seekers or networkers to “tell your story.” But what does that mean? Should you share how you won the school science fair in third grade or how you once locked your keys in the car with the engine still running? It’s difficult to know exactly what story to tell at [...] Related posts:

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5 Steps for Avoiding Online Career Blunders - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Fri, 03 Feb 2012 17:48:55 +0000

By now, you’ve probably heard of Crystal Cox, the blogger who was sued for libel by Obsidian Financial Group after Cox wrote that some of their business practices were illegal. Cox is now required to pay $2.5 million because a judge ruled she was not a journalist and therefore not entitled to protect anonymous sources. [...] Related posts:

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

DMARC & Infusionsoft - Story From: The Official Infusionsoft Blog

Admin — Fri, 03 Feb 2012 06:41:05 +0000

I’m proud to share an update about a recent advancement to our email infrastructure. We now adopt a new technology called DMARC, which stands for “Domain-based Message Authentication, Reporting & Conformance.” It is a new and emerging email authentication protocol which helps both email senders and receivers prevent against domain spoofing and phishing. DMARC provides [...]

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Why Pam Slim Chooses Infusionsoft [Customer Highlight] - Story From: The Official Infusionsoft Blog

Admin — Fri, 03 Feb 2012 01:33:52 +0000

As a new feature on our blog, we’ll highlight our best, brightest and coolest business owners and entrepreneurs who choose Infusionsoft for their sales and marketing software. Pam Slim is one such entrepreneur who benefits from choosing Infusionsoft so she can scale her business, get ‘out of the weeds’ and leverage automation to provide personalized [...]

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Email Marketing for Sales Teams – Buyer Beware! - Story From: SalesNexus - Online CRM and Email Marketing for Salespeople » Blog

Admin — Thu, 02 Feb 2012 16:01:32 +0000

Businesses that have a human to human sales interaction with other business customers can be somewhat traditional in their marketing approaches. Many B2B sales teams live and die by old school sales strategies – cold calling, networking and relationship building. Those sales teams that choose to dive into the world of technology to improve their [...] Related posts:

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

Harvey Mackay on Job Seeking, Personal Branding and Life Lessons from Lou Holtz (Pt 2) - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Wed, 01 Feb 2012 16:21:54 +0000

Harvey Mackay says his best friend outside his own family is legendary former Notre Dame Coach Lou Holtz. Holtz was also the head coach at the University of Minnesota and says that when he arrived in the Twin Cities (where Mackay makes his home), the “wind chill factor was about fifty degrees below zero,” and [...] Related posts:

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

What’s a Small Business? - Story From: The Official Infusionsoft Blog

Admin — Tue, 31 Jan 2012 18:12:04 +0000

When I tell people Infusionsoft’s purpose is to help small businesses succeed, I generally get approving nods from the audience. Whether I’m talking to an individual or a group, there is a sense of agreement, a feeling that as we talk about “small businesses,” we are speaking the same language. Our conversation feels so warm [...]

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The 8 Behaviors of High-Performers - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Tue, 31 Jan 2012 14:40:19 +0000

Some jobs come with a role description and the duties you perform do not change much from day to day. In such a position, you know exactly what is expected of you and what to do in order to do well. However, most jobs are a bit more ambiguous and the path to success a [...] Related posts:

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Should You Care About Social Content Curation? - Story From: SalesNexus - Online CRM and Email Marketing for Salespeople » Blog

Admin — Mon, 30 Jan 2012 15:00:26 +0000

Elad Gil, who works for Twitter as a result of them acquiring his startup, wrote a post called How Pinterest Will Transform the Web in 2012. If this is the first time you’ve heard of Pinterest, don’t feel that you’re out of the loop. As a commenter on Hacker News mentioned, “Pinterest is probably the first [...] Related posts:

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Freed from Paperwork, Nonprofit Employees Have More Time to Do Real Work - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Mon, 30 Jan 2012 14:48:06 +0000

At Horizons for Homeless Children (HHC), job one is helping homeless children become ready for school and learn how to play, share, read, and enjoy exploring their worlds. But the nonprofit’s employees were increasingly drowning in paperwork. Now, just a few weeks after implementing the QuickBase application developed by The Data Collaborative, Inc., HHC has [...] Related posts:

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Service Cloud Basics: Auto-Response Rules - Story From: Popular Ideas

Admin — Mon, 30 Jan 2012 14:29:58 +0000

Every now and then I like to use this blog to take our readers back to basics and visit parts of the Salesforce.com application that they may have overlooked. Today's topic is none other than good old Auto-Response Rules.Auto-Response Rules are a...

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Why Haven’t You Bought Your Domain Name Yet? - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Fri, 27 Jan 2012 15:13:43 +0000

Somewhere, there is a major disconnect. On Mashable, Erica Swallow recently wrote a post on creating a personal website that received over 3500 tweets. It was incredible that so many people were interested in this content and shared it with their networks. On the other side of the spectrum, there’s the seminar of highly-driven professionals [...] Related posts:

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Harvey Mackay on What it Takes to Win (Pt 1) - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Fri, 27 Jan 2012 15:02:32 +0000

Harvey Mackay is the author of five bestselling business books, including “Swim With the Sharks Without Being Eaten” and “Beware the Naked Man Who Offers You His Shirt,” both named to the top 15 most inspirational business books of all time by The New York Times. Besides selling more than 10 million books worldwide, Mackay [...] Related posts:

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Options for Exporting Your TAS Plan - Story From: Dealmaker Tips

Admin — Fri, 27 Jan 2012 10:30:18 +0000

The beauty of an intelligent cloud application like Dealmaker is that you can access your opportunity plans whenever you want. But sometimes you’re not online, or maybe you just need to print off the plan for a meeting with your boss. With Dealmaker, your printing and archiving options are varied: - in Qualifier Assessment or TAS Assessment, [...]

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Change Leadership 101: Design Solutions for the End User - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Thu, 26 Jan 2012 14:33:56 +0000

Imagine you have recently purchased a new solution that is going to revolutionize the way your company does business. After nearly three months of evaluating solutions, the solution you have decided on is the most high tech, has all the best features, and is guaranteed to meet the needs of your business. Upon implementation, you [...] Related posts:

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PRM Learning Center - Story From: Popular Ideas

Admin — Thu, 26 Jan 2012 11:41:34 +0000

The PRM team has put together a collection of training and instructional content to answer common customer questions and teach Salesforce.com admins how to make common Partner Portal and Salesforce to Salesforce configurations. PARTNER PORTAL - Gett...

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3 Universal Traits of Successful Change Agents - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Wed, 25 Jan 2012 16:21:12 +0000

“I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough, we must do.” – Leonardo da da Vinci (1452-1519); At TwinSuns, a QuickBase Solution Provider, we’ve been fortunate over the years to work with some remarkable clients – companies that are dynamic and forward-thinking. [...] Related posts:

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

The Service Cloud Console: Where’s my Home Tab? - Story From: Popular Ideas

Admin — Tue, 24 Jan 2012 20:53:04 +0000

The Service Cloud Console was designed for high volume call centers (Tier 1 customer service/ Tier 2 & 3 product support). In these environments, agents work primarily on the Case and Contact entities, moving quickly from one call to the next. Much...

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Mergers, Acquisitions, and Your Career - Story From: The QuickBase Blog. Get more connected. Be more productive.

Admin — Tue, 24 Jan 2012 14:24:41 +0000

A corporate restructuring is often a stressful time. Many uncertainties exist for an undetermined period of time. Will you be demoted or laid off? Who is going to be your boss? Will the projects you are working on be cut? This can be nerve-wracking. How things work out is usually beyond your control but you [...] Related posts:

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Is a Hole Causing Your Sales Process to Leak? - Story From: SalesNexus - Online CRM and Email Marketing for Salespeople » Blog

Admin — Mon, 23 Jan 2012 15:00:59 +0000

Our focus is making it easy for you to track every component of your sales process. We ensure that information doesn’t fall through the cracks that could cost you a sale. While we make it easy to automate this process, many companies aren’t 100% sure if they’re going about sales the right way. If you’re [...] Related posts:

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The Top 10 Reasons to Keep Your Dealmaker Updated

Admin — Fri, 20 Jan 2012 10:25:09 +0000

I know you’re busy – but I want to be sure you’re busy doing the right things. Sales professionals who use Dealmaker well make more money than those who don’t. It’s a fact. Here are the top 10 reasons to keep your Dealmaker updated. 1. Qualify out of the wrong deals early and only spend your precious [...]

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Will Wiegler Appointed Chief Marketing Officer of The TAS Group - Story From: The TAS Group News

Admin — Tue, 17 Jan 2012 03:00:33 +0000

Proven Business Executive Brings Strategic Leadership and Hands-On Experience to Drive Next Phase of Company Growth SEATTLE – January 17, 2012 The TAS Group (www.thetasgroup.com), the leader in sales performance automation, today announced the appointment of Will Wiegler as Chief Marketing Officer. In this role, Wiegler is responsible for global marketing for The TAS Group and [...]

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How Much Should You Charge for Your Products and Services? - Story From: SalesNexus - Online CRM and Email Marketing for Salespeople » Blog

Admin — Mon, 16 Jan 2012 15:00:52 +0000

If you integrate our online CRM software into your workflow, you will find that the difficulty of staying on top of tasks like sending out price quotes is eliminated. While we can take care of those kind of tasks for you, it’s still up to you to figure out the right pricing strategy for your [...] No related posts.

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Touchstone CRM and The TAS Group Announce Partnership - Story From: The TAS Group News

Admin — Mon, 16 Jan 2012 14:45:44 +0000

SEATTLE – 16 January 2012: Touchstone Group’s Microsoft Dynamics CRM division, Touchstone CRM, has joined forces with ’The TAS Group’. The partnership significantly extends Touchstone’s solution and business intelligence offerings to include integrated sales effectiveness automation based on the award-winning Dealmaker® software from The TAS Group. Touchstone’s B2B Sales Accelerator solution delivers Dealmaker intelligent software with integrated sales methodologies, [...]

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Dynamics CRM Performance – International Data Center Anecdotal Evaluation - Story From: Webfortis Blog

Admin — Sun, 15 Jan 2012 03:56:00 +0000

What's in a name? Well, depending on the selected region you enter when you sign up for Microsoft Dynamics CRM Online, your URL will have several different options in the URL. These options are as follows:

<<organization name>>.crm.dynamics.com
<<organization name>>.crm4.dynamics.com
<<organization name>>.crm5.dynamics.com

What does it mean?

Well - the URL that you are assigned is your Microsoft Dynamics data center location. Here is the mapping:

CRM = United States
CRM4 = Europe
CRM5 = Asia

Where is crm2 and crm3, and when do we see crm6 and crm7? Perhaps we'll learn more about that in another blog post. This blog is dedicated to the fact that it IS POSSIBLE to be provisioned in whatever datacenter you like - however that does not mean that you will receive any better performance, and in fact, will probably receive worse just due to the number of hops it takes to get from the data center to you.

The Country/Region setting is the second step when signing up for an organization and is shown below:

When you select the Country/Region, you are presented with options for your Country or Region:

If you select a country in Asia, you'll get the Asian datacenter, in Europe the European datacenter, etc.

On a whim we decided to run a test and provisioned out an organization in EACH of the datacenters to test the performance from our San Francisco headquarters. To run the test, we debated running a series of web traffic capture tools (such as fiddler, etc.), as well a network analyzer (to evaluate hops) and while each of these does have their place, we instead went with the NATIVE diagnostics that are available with Microsoft Dynamics CRM Online.

For those that don't know of these diagnostics, simply go to your URL and add the following to the end of the URL:

tools/diagnostics/diag.aspx

So if your URL is: http://<<organization name>>.crm.dynamics.com

Change it to http://<organization name>>.crm.dynamics.com/tools/diagnostics/diag.aspx

The tool looks like this:

Pretty cool, eh? It checks the following:

Latency Test
Bandwidth Test
Browser Info
IP Address
JavaScript Array Benchmark
JavaScript Morph Benchmark
JavaScript Base64 Benchmark
JavaScript Dom Benchmark

So there are a couple of options with the Tool (at the bottom), but the big button in the center that says 'Run' pretty much is key component to the tool.

In our case, we ran it on 3 sample Orgs, recently provisioned on each of the data centers from San Francisco, CA, USA with the following results:

Additionally, we ran (non-scientific) searchs and basic lookups and noticed SIGNIFICANT lag when working with anything other than the US data center.

Finally, you can review the log files/results that are run within the diagnostic tools to confirm and further validate the diagnostics.

Hopefully this is helpful when you are troublshooting client performance - but REMEMBER - this is only PART of the equation when evaluating performance with CRM Online - there are other factors such as Office/IE versions, Number of Records, etc. It is my recommendation to use this diagnostics IN COMBINATION with the following:

Finally- We would all love lightening fast speed for our CRM data, however the reality is that we are in a hosted model and there just sometimes things that we can't control - like when it's 5:30 in the evening, you're home and the entire neighborhood decides to jump their Cable modems and start downloading their Netflix episodes of "Breaking Bad"....Netflix now accounts for 25% of North American Internet traffic

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Meet the Experts Live: Achieving High CRM User Adoption - Story From: Webfortis Blog

Admin — Fri, 13 Jan 2012 00:33:00 +0000

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What is coming next for CRM? Microsoft Dynamics CRM Statement of Direction - Story From: Webfortis Blog

Admin — Thu, 12 Jan 2012 17:07:00 +0000

Have you wondered when and what is coming next for Dynamics CRM? (Perhaps even Dynamics CRM 6.0 or Dynamics CRM 2013/2014?)

Check out the Statement of Direction for CRM.

The following is from the introduction:

With upcoming releases of Microsoft Dynamics CRM, we will continue to put our philosophy into action with enhanced experiences that promote end-user productivity and demonstrate the rich, "better together" value of Microsoft technologies. We also expect to provide new experiences and capabilities that help customers and partners get the most value from key emerging trends such as cloud computing, mobility, and social technologies.

We will continue to focus on rapid, but substantive, innovation that leverages Microsoft Dynamics CRM as the easiest and fastest way to experience the full benefits of Microsoft technology for your organization. Additionally, we remain committed to sustaining the „Power of Choice‟ and the ability to transition between cloud-based and on-premises delivery of CRM as a key point of customer value and flexibility.

We encourage you to read the whitepaper for additional details, and believe you‟ll agree that Microsoft Dynamics CRM is well-positioned to provide tremendous value to organizations of all sizes and industries going forward.

The following addressed the particulars related to the latest features around Activity Feeds:

Microsoft has significant collaboration assets and is continuing to extend those capabilities across a number of products including Microsoft SharePoint, Microsoft Lync, and Microsoft Office. Microsoft Dynamics CRM will harness and surface these broader Microsoft investments as part of specific new experiences that facilitate direct customer engagement and clear business value. We will deliver an innovative new experience in this area, while supporting some common capabilities such as:

Micro-blogging: encompassing important status updates and notifications regarding business events and actions.

Business activity feeds: delivering configurable real-time notifications regarding important relationships and significant business events.

Social intelligence: identification of data patterns and streams to enhance customer service and marketing decision-making.

Download the Microsoft Dynamics CRM Statement of Direction (SOD) here:

http://www.webfortis.com/downloads/crm2011/CRM_StatementOfDirection_May2011.pdf

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

A new level of support for web-based CRM - Story From: BigContacts Product News

Admin — Wed, 11 Jan 2012 15:49:00 +0000

At BigContacts it has always been our goal to deliver dependable and timely support to our customers. We feel that a great support experience can never be commoditized and we are committed to delivering the best support in our industry and are driven to do more than our peers.

To deliver on a great support experience… We include email support, live chat, and an extensive knowledge base library to all of our free trials and customers. For most of you this is not news. This is not the "new level of support" that we are offering for our web-based CRM software platform. But what we have done is roll out an entirely new support suite to better deliver our support services.

This new support suite includes all of the services that have grown accustomed to and they are delivered in a much easier to use format.

Some new services we've added...

In addition to this new, easier to use and more modern interface… We have added:

User forum
Support satisfaction surveys
Integrated knowledge base articles with text, screenshots and videos
Robust keyword search tool

3 ways to access the BigContacts support suite…

The BigContacts website
From virtually any page on the BigContacts website you will find a live chat button that will allow you to start a live chat with one of our agents Monday through Friday 8 AM to 5 PM EST.
Your BigContacts CRM account
While logged into your BigContacts CRM account, you can select the "support" tab to access our full library of knowledge base articles, the user forum or start a live chat.
Your Email
You may have a quick question for us about your account and you are not in front of a computer or log into your account. From any Internet connection (including your mobile phone) simply email us at support@bigcontacts.com and this will instantly create a ticket for you. This ticket will be assigned to a support associate and responded to as soon as possible.

Attention: Registered Support Users...

If you are already a registered user in our old system...we will be sending you an email invitation to establish a password on the new support system.

Some good news for Internet explorer users…

Our new support tab in your BigContacts CRM account is now also fully encrypted just as your BigContacts account has always been. You will no longer see a pop-up asking you if you wish to open the support tab. Simply click on the tab and start searching for your support answers.

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