Mike Lammers I was at a local entrepreneur/networking meeting this morning when I came to a realization. It’s something I’ve been feeling for a while, but couldn’t put words to until now. What we do at Tricension — customer relationship management (CRM) software, customization and consulting — is boring. Even the acronym is boring. Just CRM. Why … Read more
Part of my job as Director of Support means that I get to attend networking meetings. I love networking, especially with smaller startups because of their drive, their passion, and their enthusiasm to take an idea and use it to change the world. If there was one thing I would wish for many of these … Read more
We ran across a bug (well, our clients did) a few months ago that gave us fits until last week. The solution was so simple, yet non-obvious that I wanted to write about it in the hopes no one else has to spend time working on it. Dates Are Handled Differently in Custom Activities and … Read more
Every company has experienced the pain of a key employee’s departure. Even under the best of circumstances — maybe a promotion, a marriage and move, caring for a growing family — it isn’t easy for those left behind. That good team member built relationships, developed leads and created opportunities . . . let’s call her … Read more
Considering how to approach CRM for your business? You’ve likely found two options. The first is server-based: your company’s CRM data is stored on your own server on your own property. The second is based in the cloud through Microsoft Online. Often part of a Microsoft package, your CRM data exists online, accessible from anywhere. … Read more
Microsoft Dynamics CRM has many features I love — after all, it’s the service I sell. But today, let’s talk about one of my favorite CRM features: Outlook integration. Salespeople spend hours each day in Outlook. When I meet someone new, I put that contact into Outlook right away. And when I interact with any … Read more
Maybe you’re a small business today — but you don’t plan to stay small for long. If you and your company have ambitious plans for the future, your customer relationship management solution is key to healthy, sustainable growth. Every season gets busier than the last here at Tricension, and we’re seeing first-hand how important a … Read more
You’re a small business owner. You have some revenue. You have some clients. You have a lot of paperwork you’re doing by hand. You have paper files. You’re losing your paper files. You have Excel files. You and your employees have different versions of those Excel files. You need software. You need Customer Relationship Management … Read more
The following is the devil. You heard it here first. Listen, I’m a lazy programmer. I accept this about myself. I get that it’s really easy to instantiate a new ColumnSet and pass in true so you get all the columns when you query CRM. You don’t have to worry about a lot of typing … Read more
We’ve been thinking about this a lot at Tricension for the last several months because we’re in growth mode. But it’s always a conversation topic, because we’re always looking to hire the best people. Fortunately, we have several excellent search partners who are starting to identify strong candidates and our selection process has been consistently identifying … Read more
