CRM Mobile App Makeover

For years now Microsoft Dynamics CRM users have been left contemplating the very basic interface and that was the Dynamics CRM mobile application. In fact, the product seemed like more of a “Mobile Express” website trying to pass as a mobile application. Luckily for users and salespeople the world over, Microsoft has let your voices be heard.

Digital Board Book: Successfully Bridging the Gaps

The new digital board book automates the calculation of operational fundraising insights, using real-time transactional data from systems of record, including Intacct and Salesforce.

A Clean CRM is A Happy CRM

For years now Microsoft Dynamics CRM users have been left contemplating the very basic interface and that was the Dynamics CRM mobile application. In fact, the product seemed like more of a “Mobile Express” website trying to pass as a mobile application. Luckily for users and salespeople the world over, Microsoft has let your voices be heard.

Getting ahead with Cloud Financial Management

Intacct's winning formula is based on thinking and staying ahead; and part of that equation includes making predictions. One such prediction foresees finance as the hub of strategic planning.

Cloud ERP: Calculating the Benefits

One of the clear indications that the cloud movement is becoming mainstream is the growing number of CFOs and finance departments that are adopting Software-as-a-Service (SaaS) solutions to support their corporate responsibilities. Further, cloud-based alternatives now redefine the accounting and financial management functions.

CRM Outlook Lagging Behind? Not Anymore!

Ever since it was introduced, the Microsoft Dynamics CRM Outlook client has been both a saving grace and a cause for frustration. The flexibility and seamlessness of the feature is second to none; however, the long processing time and occasional performance issues have left many users kicking the tires.

Honey I Shrunk the Database

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Recently, we’ve been working with a customer who is in the middle of a “server move.” As one would expect, this process has been far from straightforward. Last week, when speaking with the customer’s IT provider they were shocked to hear that the CRM database was 150 GB. The IT provider was concerned that such a large database move would take considerable time and network resources that were scarce to say the least.

Digital Board Book

Intacct, a leading provider of best-in-class cloud ERP software, announced the availability of the Intacct Digital Board Book for Fundraising. This new financial management solution automates the calculation of operational fundraising insights for nonprofit organizations, using real-time transactional data from systems of record, including Salesforce and Intacct.

Customer Satisfaction: Intacct Top-Rated Solution

With so much riding on a single purchase, the B2B consumer requires every assurance that the product lives up to and exceeds the hype. It’s only natural that technology review sites would become widely adopted as part of the purchase process with B2B consumers as well.

Future Web Portals

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Controlling and allowing access to a system is one of the most critical and challenging topics of discussion in businesses today. Rather than sifting through security roles and multiple license types, you can look into web portals as a possible answer to your CRM hopes and dreams. Implementing a portal can help you give the right people access to the right data—without giving them full access to your CRM system.