Crm Rocks

Episode 55: Markus Erlandsson talks to Jon Ferrara from Nimble about making CRM for the users, the discussion starts with how CRMs started and how to get usability and usage. Jon continues to discuss how to sell and where to start with your selling. Bio Jon Ferrara is a serial CRM and Relationship Management entrepreneur … Continue reading Making CRM for the users with Jon Ferrara The post Making CRM for the users with Jon Ferrara first appeared on CRM Rocks.

Episode 54: Markus Erlandsson talks to Brian Galicia from Microsoft about Relationship sales and how that fit together with Dynamics 365 and LinkedIn, the discussion starts by Brian explaining what it is and how it works, and exemplifies how privacy works. Then goes on to discuss PointDrive as part of LinkedIn Sales Navigator and some … Continue reading Relationship sales with Brian Galicia The post Relationship sales with Brian Galicia first appeared on CRM Rocks.

Episode 53: Markus Erlandsson talks to Ben Vollmer from Microsoft about Dynamics 365 for Field Service, Ben explains how to get started with Field Service as a consultant and as a customer, he continues to explain the two available addons “Resource Scheduling Optimization” and “Connected Field Service” and what pitfalls to avoid. Bio Ben Vollmer … Continue reading Field Service with Ben Vollmer The post Field Service with Ben Vollmer first appeared on CRM Rocks.

Episode 52: Markus Erlandsson talks to Ulrik Calrsson (CRMChartGuy) from Elev8 Solutions about KPI and Analytics with Power BI, the conversation starts with what is the “power” on Power BI, and some pitfalls to avoid Bio: Ulrik is from Denmark and has been living in San Francisco for just over 6 years and has been … Continue reading KPI and Analytics with Power BI with Ulrik Carlsson The post KPI and Analytics with Power BI with Ulrik Carlsson first appeared on CRM Rocks.

Episode 51: Markus Erlandsson talks to Stefano Tempesta from EF, Education First about ranking opportunities in CRM with Azure Machine Learning (ML). EF gets 15 000 inquiries a day and they want to call the most interesting. Stefano starts with explaining what ML is and then how EF uses it to rank opportunities. Bio: Stefano is … Continue reading CRM and Machine Learning with Stefano Tempesta The post CRM and Machine Learning with Stefano Tempesta first appeared on CRM Rocks.

Episode 50: Markus Erlandsson talks to Jukka Niiranen from Digital Illustrated about The State of Dynamics 365 Sales in 2017. The discussion starts with what is happening with the term CRM and how is the xRM going forward? Then what’s happening with the Common Data Service. How are the apps, Customer Service, Field Services and … Continue reading The State of Dynamics 365 Sales in 2017 with Jukka Niiranen The post The State of Dynamics 365 Sales in 2017 with Jukka Niiranen first appeared on CRM Rocks.

Episode 49: Markus Erlandsson talks to Gretchen Opferkew from PowerObjects HCL about how to get your user adoption going. Bio: Gretchen Opferkew is the Director of Education at PowerObjects HCL where she oversees both internal employee development, as well as customer trainings and community involvement.  Having worked with Microsoft Dynamics CRM since 2006, Gretchen has over … Continue reading Get User Adoption Going with Gretchen Opferkew The post Get User Adoption Going with Gretchen Opferkew first appeared on CRM Rocks.

Episode 48: Markus Erlandsson talks to Jason Lattimer from PowerObjects about moving from Soap to Web Api, using his tool Crm Rest Builder and other ways of. Bio: Jason Lattimer is a 4 time Microsoft Dynamcis CRM MVP and maker of several CRM utilities and devlopment tools. Links: CRM REST Builder, Jason Lattimer on Git Hub The post Soap to Web Api with Jason Lattimer first appeared on CRM Rocks.

Episode 47 were Markus Erlandsson talks to George Doubinski about how to develop for Dynamics 365 and what is new. They are going all over the place and talks about everything from Fields Service via Customer Insights to Data Export and Editable Grids. Bio: George Doubinski is a 9th time CRM MVP specialising in all things … Continue reading Develop for Dynamics 365 with George Doubinski The post Develop for Dynamics 365 with George Doubinski first appeared on CRM Rocks.

Episode 46 where Markus Erlandsson talks to Philip Verlinden from Microsoft Consulting Services about the new Dynamics 365, and what he is excited about. He works at Microsoft but here he gives his personal views on these topics. Bio: Philip is a Microsoft Dynamics CRM Senior Consultant @ Dynamics Domain, Azure aficionado, proud father and … Continue reading Dynamics 365 First View with Philip Verlinden The post Dynamics 365 First View with Philip Verlinden first appeared on CRM Rocks.

Episode 45: Markus Erlandsson talks to Andre Margono from Barhead Solutions. How do I get Certified? Who can get Certified? Why should I get Certified? All questions are answered here! Bio Andre Margono is currently working as Solution Architect at Barhead Solutions and based in Melbourne, Australia. For the past 6 years he has been delivering CRM … Continue reading Certified for CRM with Andre Margono The post Certified for CRM with Andre Margono first appeared on CRM Rocks.

Episode 44: Markus Erlandsson talks about tools to improve your productivity when developing for and administrating your Dynamics CRM organization Links: Software Development Kit for Microsoft Dynamics CRM, SDK Download, XrmToolBox, XrmToolkit (Crm Solution Manager), Diagnostics tool, Trace Reader The post Tools for productivity first appeared on CRM Rocks.

Episode 43: Markus Erlandsson talks to Stephane Dorrekens from Nerea about how you admin your Dynmics CRM System. Keep it running at full speed and with good data quality Links: Data Performance, Org Insights, CRMUG Belux, Nerea Products, Pal Tool, Attachment Extractor The post Tips and tricks for a CRM admin with Stephane Dorrekens first appeared on CRM Rocks.

Episode 42 where Markus Erlandsson talks to Gretchen Opferkew and Alex Fagundes from powerobjects about what’s new in Dynamics CRM 2016 and Update 1. Gretchen talks about learning paths and how you can learn faster. Alex talks about mobile client and sorts outs options for going offline and working with activities. Discussion continues with folder level tracking, … Continue reading What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes The post What’s new in Dynamics CRM 2016 and Update 1 with Gretchen Opferkew and Alex Fagundes first appeared on CRM Rocks.

Episode 41 where Markus Erlandsson talks to Steve Webb from The Portal Connector and pavliks.com about the process of designing and creating a portal. What gets user acceptance happen. How to get started. Pitfalls to miss and what to consider. Links: The Portal Connector site, Things to ask, Case Studies, Steves Twitter, Steves LinkedIn The post Designing Portal with Steve Webb first appeared on CRM Rocks.

Episode 40 where Markus Erlandsson talks to Kristie Bylos from ClickDimensions about the value of marketing inside Dynamics CRM. Kristie talks about what the integrated story is with Dynamics CRM and ClickDimensions, how to start automating. What kinds of values can I expect and the ROI of that. Success stories and pitfalls to avoid. Links: ClickDimensions, Idea conference, … Continue reading The Value of Marketing inside Dynamics CRM with Kristie Bylos The post The Value of Marketing inside Dynamics CRM with Kristie Bylos first appeared on CRM Rocks.

Episode 39 where Markus Erlandsson talks to Ivan Stano from Resco about their purchase of CWR Mobility and what you can expect from them in the future Links: Ivans mail Resco acquires CWR mobile Resco homepage The post More mobile CRM with Ivan Stano first appeared on CRM Rocks.

Episode 38 where Markus Erlandsson talks to Therese Reuterswärd from Nespresso about e-commerce, digital marketing and how that relates to CRM. How to get started and whats important, Therese gets it all explained here. Links: Forrester Research – Full length reports on omnichannel, retail and customer experience (charges per download) Econsultancy – a wide range … Continue reading E-commerce, digital marketing and CRM with Therese Reuterswärd The post E-commerce, digital marketing and CRM with Therese Reuterswärd first appeared on CRM Rocks.

Episode 37 where Markus Erlandsson talks to Mitch Milam from xRM Coaches about how to develop for CRM. What is important and how to get started, as well as talking about tools to help you. Links: xRM Coaches Webinars Explorer! for Dynamics CRM Teaching Tuesdays DYNAMICS CRM Team Development Best Practices Video xRM Coaches on … Continue reading Develop for CRM with Mitch Milam The post Develop for CRM with Mitch Milam first appeared on CRM Rocks.

Episode 36, Markus talks to Gustaf Westerlund on how you implement CRM. Gustaf gives his top 10 tips on how to be successful. Links: Gustafs blog post CRM UG webinar CRM UG Congress The post Top 10 tips for successfully implement CRM with Gustaf Westerlund first appeared on CRM Rocks.