Reporting in the Cloud

1 Comment
/
Making the choice of what CRM offering to go with is similar to buying a car. You want both to last, you want them each to help you with your daily activities, and ultimately you may tend to pull the trigger a little too quickly when purchasing. After all, both will end up being the “shiny new toy” you can’t wait to test drive. Recently I’ve been asked by numerous clients regarding the differences in reporting between CRM online and on premise.

Interested in the Cloud?

It is finally here! What you all have been waiting for! Alta Vista Technology and Intacct team up to jump into the cloud!

Financial Reporting for Non-Profits

Financial reporting is arguably the touchstone in terms of Business Intelligence (BI) analytical processes, and for non-profit organizations, it is no different.

Do What You Do Best

It’s often said that time is the more irreplaceable thing in life. You can earn more money, get a new car, or whatever your passion may be. Time, however is not for sale. To be blunt, your sales people and the processes they follow may be costing you time (and money). Let’s start from the ground up. Implementing a CRM system provides your sales team with the keys to unlocking customer data.

Haven’t Tried Office Groups? You Should!

Last week we talked about Office Delve inside of CRM and why you and the colleagues you collaborate with should take notice. However, Delve isn’t the only Office 365 tool that will help take your CRM to the next level. This “other” tool is known as Office Groups and it has been a part of CRM Online since this May. If you have yet to take advantage of this wonderful product here’s why you should.

CRM and Cortana - The Perfect Team

What’s the deal? At some point in your day you probably wish you had your own personal assistant. Well, with Microsoft’s CRM and Cortana you can have just that! Cortana was first introduced in Windows 8.1 and helped Windows mobile users manage their calendar, track packages, find files, and tell jokes. Perhaps most impressive is the fact that the more you used Cortana, the more personalized your experience was.

Why You Need CRM: It’s Time to Get Proactive

Deliver Amazing Customer Experiences These days Microsoft is really pushing to deliver solutions to create amazing customer experiences. This includes not only winning a customer, a donor, or business partner over, but also includes what happens after the spot light is off and the audience leaves the theater. It is at this time that customer service takes over and customer relationships can be strengthened or ruined.

Dive into “Delve”

1 Comment
/
According to the folks in Redmond, the Microsoft Dynamics CRM 2016 release introduces Delve functionality built into the application. For those not familiar with it, Delve helps you discover the information that's likely to be most interesting to you right now - across Office 365.

Why You Need CRM: "You Lost. Now What?"

“Good job team, we lost!” said no one ever. Whether it’s losing a bet with your spouse or not having enough funds to buy the boardwalk in Monopoly, no one likes losing. Assuming you want your business to thrive rather than take a nose dive in 4th quarter then read on. Dollars and Cents The above scenarios can sting for a moment, but eventually life goes on.

No Internet, No Problem! Offline Capabilities feature for CRM Online

What’s the deal? In a recent roundtable discussion MSDynamicsWorld.com sat down with six Microsoft Dynamics CRM MVPs to discuss the upcoming release of Microsoft Dynamics CRM 2016. When asked about the rumored Offline Capabilities feature for CRM Online, CRM MVP Alex Fagundes said, “It’s the first time we’re seeing a main component being available only in CRM Online.