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Engage Users with Scheduled Reports
May 17, 2012 - Don't wait for users to go to CRM: engage them by bringing CRM to them. For example, you can push reports and emails (and report-like emails) to their email inbox on a scheduled basis. If you're running on-premise you can use SSRS, but you can get most of the same results with scheduled workflow-generated emails, the topic of this article.
The History of Rome
Warning: This article has little to do with customer relationship management. It won’t hurt my feelings if you skip to the end of the article for the gratuitous xRM History of Rome application. May 6, 2012 – Today’s episode wraps up the remarkable five-year run of the best podcast ever, The History of Rome. I [...]
Trick Bag Browser Watch
May 2, 2012 - A recent tweet by Mitch Milam on his "what browser will you use with the CRM Anywhere release" poll got me thinking about ... well, what browsers people will use with the CRM Anywhere release. This article compares Mitch's results with a different kind of poll, as reflected in my Trick Bag Browser Watch dashboard. Enjoy!
