Tag: CRM

Pumpkin Spice Lattes, Ugg Boots, Thick Sweaters, and … Falling Lead Numbers?

September marks the first month of Fall and man, do I love Fall. Pumpkin Spice Lattes, also known as PSLs, are available at the local coffee shops, Ugg Boots are acceptable to start wearing as the chilly weather comes in, and thick sweaters are being stocked in all the trendy clothing shops. We’ve made it through summer and the thick humidity and are now settled back in our offices from our last fling of summer vacations. Many marketing and sales representatives start to think that since summer and vacations are over, their lead generation will soon rise and the end of the year deal closings will be back at it. This isn’t the case though. Logically thinking, summer is the start to what I would consider a downward trend in the market.  

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October 26, 2015

The Importance of Requirements Gathering for Software Projects

Requirements are an essential part of any software project and the foundation on which all projects should be built. The gathering of and compiling of requirements for a software project is very much a partnership between the user of the software and the developer. Obviously the customer or software user needs to communicate to the developer what they need, but at the same time the developer needs to be able to anticipate needs and ask the right questions during the requirements gathering phase of a project. 

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October 14, 2015

Why Did We Miss Those Requirements?

How does your end-user derive true value from the product/service you provide? The end-user doesn’t care too much if the product/server was delivered within budget or on-time. They are most concerned and get the best benefit as long as their requirements have been met in its entirety. 

 

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October 9, 2015

The Benefits of CRM Systems and Microsoft Dynamics CRM improved Integration with Outlook

My question to you is; why wouldn’t you be using a CRM system?

CRM’s refer to allons between a business and its customers.  CRM systems not only help manage your business and relationships with clients it also provides s number of important benefits to both small and large companies including increasing revenue and decreasing costs.  What business or business owner wouldn’t want to do that?

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August 5, 2015

How to Renew an SSL Certificate for CRM on ADFS 3.0

If you are using an Internet Facing Deployment for your CRM there is always that time every 1, 3, or X years where you receive the message to renew your SSL Certificate. With ADFS 3.0 no longer dependent on IIS like its previous version were it changes the process a little bit. It is not very difficult to do but it took me a little research to piece together all the steps in the right order. I wanted to share this information so that the process goes as smooth as possible and you aren’t stuck with your environment being down as you scramble to figure out how to get the CRM and ADFS applications working together again.

You will first want to remove the old certificate from the ADFS and CRM servers. If the certificate is not removed then this will cause problems later down the line.

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July 28, 2015

Strategies to keep your CRM data clean

With most CRM systems or for that matter any enterprise systems we often hear this saying “Garbage in Garbage out” about the data that resides in these systems. The reality is that most systems do have garbage data and each organization uses different methods to maintain/scrub/cleanse their data. Some organizations use a data warehouse where data is synced from different sources and normalized, the data warehouse is used as the master data source for all reporting and transactional data still remains in the same state. In another situation an ERP would be the source for the master data and all other systems like CRM would sync and integrate with the ERP data. But each system has its users and they too would like to maintain good data. In a modern system like Dynamics CRM, it provides a lot of methods to maintain your data. The following methods can be deployed to keep you data clean:- 

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June 23, 2015

‘Ask the Expert’ Session: Desktop vs. Remote Desktop

Blogs are a way for KTL Solutions to provide information and highlight particular items and solutions to our customers and users.  In this month’s blog, I wanted to highlight KTL Solutions’ 10th Annual User Conference and, in particular, I wanted to provide a recap of the “Ask the Expert” session hosted by Dave Vora and myself.  

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June 15, 2015

Going Paperless… PaperSave at the Empower the User Conference

KTL Solutions held its 10th Annual User Conference on Thursday, May 14th. This year we invited several more ISVS (Dynamics GP and CRM Companion Products) so that users could see more ways to enhance their systems outside of what GP or CRM has to offer. While KTL only asks the best of the best to attend and speak to our customers, one of my favorites that we had this year was PaperSave. 

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June 8, 2015

Being a Consultant at KTL and Our Annual User Conference.

In this blog, I wanted to provide a little insight into what it is like to be a Consultant at KTL Solutions and shed a little light on what our user conference is all about from a consulting perspective. I have been working at KTL Solutions as a Senior Business Consultant for a little over three years. In this capacity I have been implementing and supporting Microsoft Dynamics GP, Microsoft Dynamics CRM, and PaperSave along with many third party add-ons. Prior to working at KTL Solutions, I was also implementing and supporting ERP systems for about 20 years. 

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June 2, 2015