Mike Lammers QuickBooks was the best fit for your business when you first started using it, but is it the right choice to drive success in the next stage of your company’s growth? Are you experiencing any of these five common business process inefficiencies? IF so , they’re telltale signs that you’ve begun to reach the limits … Read more
Tricension Adds Veteran Leadership to Support Recent Acquisitions, Growth Kansas City, Mo – Tricension announced today that Brenda Grant has joined the company as Vice President, Client Services. Grant will oversee the company’s Client Services team, working closely with clients and internal team members to ensure the successful implementation of technology projects and ongoing advisory engagements. … Read more
Kansas City, MO – Tricension, a provider of technology advisory, software development and cloud enablement services announced today the acquisition of Cloudapps LLC, a leader in delivering Microsoft-based customer relationship management (CRM) solutions to businesses in Kansas City and throughout the Midwest. “We’re excited about the addition of Cloudapps,” said Mike Lammers, Tricension CEO. “Cloudapps … Read more
Tricension is proud to announce the official launch of our new Client Project Portal, powered by Mavenlink. By using this portal, clients gain access to real-time details of active and previously completed projects. This includes access to project status reports, budget burn rates, and invoicing. Additionally, the portal will act as a collaboration medium to … Read more
The people that have made the leap into start up / entrepreneurialism all know there is a big difference between want and need. Most know that well designed IT infrastructure and back office business systems are needed to manage risk and support the vision / mission of the venture. Most will say, “We just get … Read more
Steps to complete: 1. Go to Settings 2. Go to Customizations 3. Click Customization the System 4. Click Entities and expand the Lead entity 5. Click on 1:N Relationships 6. If you want to map from Lead to Opportunity, look for opportunity_originating_lead (pictured). If you want to change Account or Contact, look for account_originating_lead … Read more
Motivation is something that’s always evolving. At the start of my career, I entered the sales profession to make more money and have more freedom. Fair enough motives for launching a career . . . but that changed quickly. After I gained my first client, I quickly realized that the sales profession is not about … Read more
For today’s workforces, mobile capability isn’t just a perk; it’s a required feature. We’re all mobile now, and it’s no longer only the sales staff that’s on the road. It’s everyone. So having access to critical client information, no matter where your employees are, is critical to your business success. With the release of CRM … Read more
Clients ask the best questions. Especially on the phone when there’s immediate pressure to have a (at least somewhat) decent response. This is a question that Tricension gets asked a lot because the difference between Leads and Opportunities in Microsoft CRM 2011 can be vague. At the same time, though, using the Lead and Opportunity functionality … Read more
Why go with a CRM company instead of a company that does CRM? Read that carefully — a small change in phrasing can make a big difference for your organization. When you and your team look for the right CRM solution, you’ll likely find both CRM companies and companies that offer a CRM product. Microsoft … Read more
