CRM Pre-Sales “Top Tips” Part 1 – Demo Data

My Forbidden Lover… It’s approaching the end of another year, and now’s the time I start to sort through a bunch of stuff that has been at the bottom of my “To Do” list pretty much all year. I’ve been trying to get round to writing a series of articles about “best practice” for Microsoft…


Microsoft Dynamics CRM Windows 8 Concept Demo

Festival De Ritmo… A couple of months ago I saw a Windows 8 “CRM for Sales” concept demo produced by Reuben Krippner from the CRM product marketing team. Although it was just a standalone UI demo, it provided a good insight into where the CRM product engineering team were going with their planned “Orion” release…


Building A CRM Demo For Financial Services (Part 2)

Good Vibrations… Following on from my previous post Building A CRM Demo For Financial Services (Part 1), I thought I’d spend a bit of time looking at a specific piece of functionality related to customer on-boarding. Whether it be for retail banking, wholesale banking or wealth management, at the very least some kind of credit…


Building A CRM Demo For Financial Services (Part 1)

Bring Him Home… For more than 6 years I have been selling Microsoft Dynamics CRM to a wide spectrum of customers in the financial services industry, and a significant part of my pre-sales role involves building and delivering demonstrations of our software to a variety of audiences, from senior business executives through to enterprise architects….


My New Demo Laptop

Some Kind Of Wonderful… I have just taken delivery of a brand new laptop to replace my 18-month old Dell Latitude E6500, and I am now the proud owner of an HP EliteBook 8540w with the following specifications: Intel i7-720QM Processor (Quad-Core, 1.60 GHz, 6 MB L3 cache) 16GB 1333MHz DDR3 SDRAM 2 x USB…


Customer Care Accelerator Demo Tools

Turn To Stone… Before we all get carried away with the nice, new, shiny thing that is Microsoft Dynamics CRM 2011, spare a thought for CRM 4.0 and in particular, the Customer Care Accelerator (CCA). If you are looking to achieve contact centre efficiencies, but are unsure of what CCA could do for you, then…


Industry Demos For CRM 4.0

Red Barchetta… I thought you might be interested to know that we have just released new industry-specific demos, built using Microsoft Virtual PC technology. These demos are not accelerators, partner or ISV products however, their development has been funded by the CRM product team and are for use by our Partners to demonstrate CRM in…