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1. Improved Website Search Experience
2. Managers – Set Limits on Long Hours
3. Working Extended Hours? You’re Not Alone

1. Web Based CRM Software with full text (keyword) search - Story From: BigContacts Product News The newest feature in Web Based CRM Software is full text (keyword) search offered through BigContacts . There are two options for the main search box, 'name' and status/history'. If...
2. Case Age In Business Hours - Story From: Popular Ideas I am pleased to announce that we have released an AppExchange application called Case Age In Business Hours (click link for the AppExchange listing) under the Salesforce Labs banner.  In...
3. Use Email to “Remote Search” your Contact Management Software - Story From: BigContacts Product News Have you ever needed to find a phone number or email address for a client or prospect, but were not in front of your computer?  Maybe your Contact Management Software...
4. Tips for Advanced Search in BigContacts - Story From: BigContacts Product News We often receive questions regarding better ways to search for and filter out a targeted list of contacts.  As you may know, BigContacts offers a very robust search function that...
5. How to Read a Resume - Story From: The QuickBase Blog. Get more connected. Be more productive. Most leaders have read hundreds, maybe even thousands, of resumes.  But is there any method to the madness?  If you want to give every candidate a fair shot at securing...
6. Updates to Global Search coming soon! - Story From: Popular Ideas   We designed Global Search to move the search experience forward, giving users access to all their data from a central location and incorporating Chatter into their search results.  To...
7. Forget New Year’s Resolutions: Here Are Five Effective Steps To Get Your Business On Track for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. The end — and the beginning — of the year are normally reflective times for business leaders. Most of you will spend some time thinking about what happened during the...
8. A Goal Setting Activity for Right Now - Story From: The QuickBase Blog. Get more connected. Be more productive. Each year, many people make resolutions and each year, most of those resolutions are broken. Part of this may be because of the length of the year itself (doesn’t 1/1/2012...
9. Search Marketing and Lead Management vs. Sales Prospecting - Story From: Sell, Sell, Sell! The reasons to consider an online marketing campaign and use lead management systems to manage and respond to those leads are compelling. Most important is the increase in sales! Related...
10. Managers – Set Limits on Long Hours - Story From: The QuickBase Blog. Get more connected. Be more productive. Do you and your team work more than 40 hours per week? When it comes to productivity, longer hours are not better. As Sara Robinson writes in “Bring Back the...

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1. Creating Custom Objects More Securely - Story From: Recent Ideas Administration should be as easy as pressing a big red button have everything automatically turn out the way you want. Take custom objects and their permissions for example. It's very...
2. Use custom profiles where possible [Profile Best Practices] - Story From: Recent Ideas You may have already read my blog posting on creating custom objects more securely. Because standard profiles are unchangable and we now default custom object permissions 'off' on net...
3. Manage profiles & audit user permissions using the API [Profile Best Practices] - Story From: Popular Ideas Often, when I discuss using the web services API with an admin, I get a response that the API is for programmers and something they want to avoid.  I...
4. Automate profile management using the Force.com IDE [Profile Best Practices] - Story From: Popular Ideas While user permissions are supported in the Web Services API, almost the rest of the profile's controls are supported in the metadata API (see API definition) and can be controlled...
5. Reduce users with too much administrative rights [Profile Best Practices] - Story From: Popular Ideas Giving out Modify All Data, Customize App, or Manage Users to other users is like giving the ultimate power in the salesforce.com universe.  And with total power comes... a...
6. Top 10 Profile Best Practices [Profile Best Practices] - Story From: Popular Ideas It starts simply and innocuously: one admin with one profile. As your implementation grows to greater than 1: > 1 app, >1 region, >1 lines of busines, > industry, >1...
7. What can Modify All Data really do? - Story From: Recent Ideas I had this question come up last Friday: "What can Modify All Data really do?" We all know this permission to mean, "system administrator".  But we rarely look at the...
8. How do I reduce the number of people with View All Data permission? - Story From: Recent Ideas I had this question come up today: "We have over one hundred people in our org with View All Data. This is too many and represents a potential security risk....
9. 3 Steps to better control your Contact Manager - Story From: BigContacts Product News BigContacts has just released a new module to help you better manage and control access to certain contact information and reports within your Contact Management Software. This new module can...
10. Mass Edit profiles using Enhanced Profile List Views [Profile Best Practices] - Story From: Popular Ideas In an earlier blog, I discussed the importance of naming and using a profile's description.  What I find talking with admins is that they really need a way to compare...

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1. 7 Ways for Email to Land in Spam Folders - Story From: Infusionsoft Blog Email deliverability is a top concern among entrepreneurs who use email marketing in their business. After all, what good is email marketing if messages go to the Spam folder? At...
2. Why Do Email Messages Go to Spam? - Story From: Infusionsoft Blog Many business owners often wonder why email messages go to spam. In my previous entry, I shared seven sure-fire ways on how to get your email messages to the spam...
3. Gcamp offers a way to interface with Basecamp from your Google Apps Gmail interface - Story From: 37signals Product Blog From the Google Apps Marketplace: Gcamp connects Google Apps Gmail and Basecamp to allow you to add a to-do item, to-do list, or post a message to Basecamp directly from...
4. Get access to Basecamp messages and to-dos inside Raven - Story From: 37signals Product Blog Raven Internet Marketing Tools offers an online software system helps customers quickly research, manage, monitor and report on SEO, email, social media and other internet marketing campaigns. Raven recently announced...
5. Capsule contextual gadget for Gmail - Story From: The Capsule CRM Blog One of the projects we've been busy with recently is the development of a Gmail contextual gadget. A Gmail contextual gadget is a gadget that is triggered by clues in...
6. Capsule contextual gadget for Gmail - Story From: The Capsule CRM Blog One of the projects we've been busy with recently is the development of a Gmail contextual gadget. A Gmail contextual gadget is a gadget that is triggered by clues in...
7. Capsule contextual gadget for Gmail - Story From: The Capsule CRM Blog One of the projects we've been busy with recently is the development of a Gmail contextual gadget. A Gmail contextual gadget is a gadget that is triggered by clues in...
8. 25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and...
9. 5 Practical Tips to Improve Your Inbox Placement - Story From: The Official Infusionsoft Blog In an email deliverability study published by ReturnPath, it was discovered that only 81 percent of messages actually reach the inbox sent by commercial email senders. This means that approximately...
10. DMARC & Infusionsoft - Story From: The Official Infusionsoft Blog I’m proud to share an update about a recent advancement to our email infrastructure. We now adopt a new technology called DMARC, which stands for “Domain-based Message Authentication, Reporting &...

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I just love all the time and attention that our clients and consultants are giving to user adoption these days. Ten years ago, we consultants used to have to describe user adoption to our clients, explain that it was their single greatest risk for project failure, and try to convince them that the efforts built into our budget and project plan to facilitate adoption were indeed vitally important to the success of their project.

But it seems we've turned a corner in the last few years, and I'm finding more openness to that conversation on recent projects. While this new openness is real progress - and it's comforting to find in our industry - the practical steps of assessing and addressing threats to solid user adoption remain obscure to many project teams.

Here are five data points that I think are worth evaluation for every CRM user audience. If we can assess and address each of these five issues early and often, building user adoption into our project lifecycle as a separate and distinct discipline, the total risk of CRM project failure will drop significantly.

1. Digital Natives vs. Digital Immigrants

A guy named Marc Prensky coined these terms back in 2001. Kudos to him! The "digital divide" is of primary concern to a CRM project team. If our users are totally comfortable with technology, our job in designing software that is easy to use, and training users to perform specific tasks, is that much easier. But let's not think in terms of black and white; it is useful to consider both the median, and the lowest reasonable or acceptable, techno-savvy represented among our intended CRM user audience. Next, let's allow that assessment to constrain and inform our design and training efforts throughout the project. (For more information on educating across the digital divide, see Marc's website at http://marcprensky.com.)

2. Collaborative and Virtual Workspaces

Has your user audience been working with data silos, or are they accustomed to the "pile on" nature of shared content and data? Facebook is a great example of a very pedestrian collaborative virtual environment. If your soon-to-be CRM users have lived their entire corporate careers working one user at a time on data stored in Excel spreadsheets, you may need to help them along the capability maturity model to realize that when CRM is introduced, they will be sharing data with many other users. How do they perceive that change? It may scare them, and it is your task to calm, soothe, and reassure them that a collaborative workspace is a positive change.

3. Relational Databases

Many of us take for granted the ability to watch as another colleague diagrams boxes and lines on a whiteboard, labelling the connections with one-to-many, many-to-one, and many-to-many tags that are in fact meaningless and complex to non-tecnical users. Your user audience may understand parent/child relationships within data sets when they are presented in the form of a report or print out, but may need your help translating that logical heirarchy onto the screen of a living, breathing, feature-rich CRM application. Don't take your own intelligence for granted. As CRM implementation consultants, it is our responsibility to close the gap between our soon-to-be CRM users and the nuances of the new software. Don't blame them if the relationship of a Contact to an Account is not second nature to them - they're new to the system. Look in the mirror - you built the thing.

4. Points of Pain

Moving away from the technical abilities of users, let's consider their expectations vs. what you are actually going to deliver. CRM users assume that you have made a promise to them - whether or not you have explicitly verbalized that commitment. They assume that if their company is investing time and money in this new system, that that same new system should make their lives substantially easier. It should provide a net gain in productivity for them. This is an entirely distinct user adoption risk that deserves serious consideration. For each user that will log into CRM, specifically which of their daily points of pain do you intend to eliminate in exchange for their ...

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1. 360° Answers: Caught Between Multiple “Bosses”
2. How to Deal with an Unresponsive Colleague
3. 360° Answers: The Quandary of Hiring Overqualified Candidates

1. Want Answers….We Got ‘Em! - Story From: Recent Ideas Take a quick visit to answers.salesforce.com and it is incredible to see how many questions are being answered by the community every day.    Of the questions posted about 75%...
2. How to Make a Lateral Move - Story From: The QuickBase Blog. Get more connected. Be more productive. In a lateral move, a strong employee takes on a new position at the same level as his former position. Most companies encourage these because they are mechanisms for keeping...
3. How to Say No to Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive. People-pleasing can be a trap almost anyone can fall into. This is especially true during times of stress or economic uncertainty when there is an extra element of fear or...
4. Things to Consider When Giving Feedback - Story From: The QuickBase Blog. Get more connected. Be more productive. Giving feedback is one of several paradoxes in management. It is undeniably true, yet seemingly contradictory, to realize that we must provide both criticism and praise in order for people...
5. Is 360 Feedback Right for Your Team? - Story From: The QuickBase Blog. Get more connected. Be more productive. Taking a self-report assessment (such as the DISC or MBTI or many others out there) can be great for self-awareness but the report can also be biased because it is...
6. How & When to Tell Your Boss You’re Pregnant - Story From: The QuickBase Blog. Get more connected. Be more productive. I recently had my second child, and so lately I’ve been a bit more active on birth boards, or online discussion forums related to pregnancy, childbirth, and child rearing.  One...
7. Your Top Questions on Managing Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive. One of the biggest determinants of your quality of life at work is the relationship you have with your boss. And yet too often when faced with a frustrating boss,...
8. 5 Difficult People and How to Work With Them - Story From: The QuickBase Blog. Get more connected. Be more productive. I believe that people are the most stressful part of any job. That sounds harsh. After all, most people are the best part of any job, providing social interaction and...
9. 360° Answers: The Quandary of Hiring Overqualified Candidates - Story From: The QuickBase Blog. Get more connected. Be more productive. We’re trying something new this month! Each of our workplace experts has weighed in on the following question from a reader to give you four points of view. Here’s the...
10. 6 Ways Women Undermine Themselves at Work - Story From: The QuickBase Blog. Get more connected. Be more productive. Are you one of those women who carries a handbag big enough to hold all your essentials? Like lip balm, a change of shoes, a first responder medical kit, a...

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1. Tools for Thinking in the Moment - Story From: CRM Buyer I've recently been looking at a couple of applications that don't readily fit into the idea of conventional CRM but which are nonetheless valuable front-office tools that can make CRM...
2. Commence CRM Offers Solution for Abandoned Intuit Customer Manager CRM Users - Story From: Commence CRM Blog Commence Corporation invites customers of the discontinued Intuit Customer Manager CRM product to review Commence CRM as a migration option. Commence CRM is an online CRM system designed for small,...
3. An InsideView Look at SugarCon and Sales Intelligence - Story From: CRM Outsiders Last week was the annual SugarCRM Customer & Developer Conference called SugarCon. InsideView made a big announcement related to all SugarCRM users being preloaded with sales intelligence. The partnership comes...
4. Commence CRM and SugarCRM - Story From: Commence CRM Blog A Brief Comparison of Two Middle Market CRM Providers Mid-size businesses and small enterprises looking for a CRM solution typically focus their energy on a few specific CRM software providers. ...
5. Deskera CRM – Configure Users & Company Details - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more! Configuring any software for the first time could be a daunting task. The user at times may feel like Alice in Wonderland – confused in a whole new world. Tech...
6. Choice: in CRM, it should be a top-to-bottom concept - Story From: CRMOutsiders By Chris Bucholtz I have long advocated the idea of CRM vendors behaving like CRM users – in other words, using the ideas that the discipline that CRM represents to...
7. Can you get the CRM you want without customizing, getting a vertical solution or going DIY? - Story From: CRMOutsiders Lauren Carlson used her Software Advice blog to ask an interesting question: when picking a CRM application, should you go vertical, customize or integrate? I think she’s hit upon something...
8. What should CRM shows be about: CRM users or CRM vendors? (Hint: it’s the users) - Story From: CRMOutsiders By Chris Bucholtz Vendor-organized shows and conferences have two ways to go: they can be educational, or they can be commercial. I think we’ve all been to the latter: the...
9. Every CRM System Has a Sweet Spot - Story From: Commence CRM Blog If you are considering implementing CRM software for your business perhaps the following recommendations will help. First, it is important to realize that despite the fact that CRM solution providers...
10. What can Manage Users permission do? - Story From: Popular Ideas I had a question come up yesterday regarding what the Manage Users permission on a profile actually enables a user to do. It turns out that it allows a user to...

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1. Kiva and the Quick Mass Close Button - Story From: Popular Ideas From time to time in my job as product manager of Service & Support I come into contact with people who are using Salesforce.com to make a difference in the...
2. The Quick View Tab - Story From: Popular Ideas Lots of customers would love to have a tab that just opens directly to a view of their choice.  Unfortunately, standard object tabs can only open the relevant standard overview...
3. Prevent Cherry-Picking On Cases And Leads With The Get Next Button - Story From: Popular Ideas Service Cloud customers sometimes tell me that they have a problem with their agents cherry-picking cases and leads.  They use assignment rules to assign the objects to queues, but once...
4. The Quick Email Button, revisited for sending Knowledge articles - Story From: Recent Ideas The Quick Email Button from the excellent werewolf, describe and to save clicks for your agents by provide a custom button that will launch directly the email editor from your...
5. Three rules of campaign email [From Address]. - Story From: The Suite Advantage A customer recently asks: “we are having some issues with sending out a campaign and the email address which it comes from… I want to send a campaign from an...
6. Autocreating A Contact From Web To Case Or Email To Case - Story From: Popular Ideas Today's post is not for everyone.  There's a very good reason why Salesforce.com does not autocreate contacts from Web To Case or Email To Case, and that reason is that...
7. Service Cloud Basics: Auto-Response Rules - Story From: Popular Ideas Every now and then I like to use this blog to take our readers back to basics and visit parts of the Salesforce.com application that they may have overlooked.  Today's...
8. Assigning Cases According To The Email Address From Which They Originated - Story From: Popular Ideas A customer asked an interesting question recently, which was:I have multiple email addresses that correspond to different divisions of my company. How do I assign cases to these various divisions...
9. The Contention-Proof Accept Button Code - Story From: Popular Ideas {!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")}var records = {!GETRECORDIDS($ObjectType.Case)};var userId = "{!$User.Id}";if (records[0] == null){ alert("Please select at least one case")} else { //Get more info on the c......
10. Formula For The Email-To-Case Thread Id - Story From: Popular Ideas The following formula pasted verbatim into a custom formula field on Case will produce the thread id that Email To Case uses:"[ ref:" & LEFT( $Organization.Id , 4)  & IF...

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1. A Few Simple Words Can Kill Creativity In Your Team
2. Minimize Change by Being a Proactive Team Leader
3. 5 Steps to Writing Concise Emails

1. 6 Action Steps to Get More Quality Leads and Close More Sales - Story From: Sell, Sell, Sell! Attract the right leads and qualify them automatically so your sales team spends its time closing deals, not finding people to sell to....
2. Social CRM Requires a Change in Culture - Story From: CRM Outsiders Hi – me again, guess this may actually become a regular thing. Hope you can tolerate two wise guys coming at you from the same blog – both with attitude....
3. Case Age In Business Hours - Story From: Popular Ideas I am pleased to announce that we have released an AppExchange application called Case Age In Business Hours (click link for the AppExchange listing) under the Salesforce Labs banner.  In...
4. Best Practice: 5 simple steps to reports and dashboards - Story From: Recent Ideas To track and improve business performance, you need reports that show trends as well as real-time dashboards for up-to-the minute information about your business. Salesforce CRM makes it easy to...
5. Forget New Year’s Resolutions: Here Are Five Effective Steps To Get Your Business On Track for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. The end — and the beginning — of the year are normally reflective times for business leaders. Most of you will spend some time thinking about what happened during the...
6. How to Identify Your Company HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. New technologies that can help companies be more effective, productive, and efficient are being created every day. This is faster than most companies can evaluate and implement them. But while...
7. 4 Steps to Closing More Sales with Online CRM and Email Marketing - Story From: Sell, Sell, Sell! Complimenting outbound sales prospecting calls with automated emails directly impacts sales. How to let online CRM make it easy for you! Related posts:ACT CRM Users Combine Calling and Email to...
8. Help get your Case Solved Faster using Diagnostics - Story From: Microsoft Dynamics CRM Team Blog Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents.  Diagnostics allow our support teams to capture certain pieces of data about an...
9. Autocreating A Contact From Web To Case Or Email To Case - Story From: Popular Ideas Today's post is not for everyone.  There's a very good reason why Salesforce.com does not autocreate contacts from Web To Case or Email To Case, and that reason is that...
10. Excel as the New Guy on the Job - Story From: The QuickBase Blog. Get more connected. Be more productive. Being the office newbie can be tough! Recent employment trends showing an improvement in the unemployment rate in combination with workers getting frustrated in their current job situations might mean...

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With so many great capabilities delivered in CRM 2011, as a customer, it can be challenging to know what capabilities can be best combined to address the user’s needs. I came across one such situation last week when discussing a feature suggestion that came through our Connect feedback site.

Scenario

Here’s the high level scenario: There are often situations where two or more sales reps need to collaborate on an opportunity, sometimes referred to as the pursuit team. To accomplish this, there are a few challenges to work through:

1) How do I denote who are the salespeople working on the opportunity?
2) How can I make it easy for them to view the opportunities that they are working on?

There are several possible approaches that you might take here depending on what makes the most sense for your organization.
One simple way would be to add fields to the opportunity form to identify team members that are working on the opportunity. For example, in addition to Owner, you might have fields for “Sales Lead” and “Industry Lead” and so forth. If your requirements are static, this works. However, it’s not very flexible if the number of people that you might have working a deal varies from opportunity to opportunity.

Using Connections
Here’s where the strength of the Connections capability that was introduced in CRM 2011 comes into play. Connections allow you relate records together of all types – in a way it’s like an “any to any” relationship, with an added ability to annotate the relationship with the meaning of the relationship, or other notes. For example, you can use it to identify a contact as your “Colleague” or express the roles of the various contacts that are associated to an opportunity such as “Influencer” or “Decision Maker”.

Let’s take a look at how to address each of our questions using Connections:

Identifying the Sales Team
For our scenario, the simplest thing to do is to add Connections for each sales rep that will be working on the deal.

From the opportunity, click the Connect button
 

Fill in the desired user for the “Name” field:

That’s all that’s required. Save and Close.

These will appear in the Connections area for the opportunity:

 
 
Note: You may want to customize the Opportunity form to add Connections as a sub-grid, to make viewing this data inline easier.

You may even want to go a step further and define Connection Roles to express what role each sales person is playing with respect to the Pursuit Team: “Sales Lead”, “Industry Lead”, and so forth.

From Settings -> Administration -> Connection Roles, you can add new Connection Roles:

 
Back on the Opportunity, here are the roles used for the Connections to further clarify the meaning of the relationship to the users identified in the Connections:

Creating a Public View for My Opportunities

Now that you’ve denoted the sales reps that will be working on this opportunity and ensured that they have appropriate access, the next step is to ensure that there is a Public view that includes these opportunities.

Here’s where I ran into a bit of a snag. I had intended to just modify the “My Open Opportunities” Public View to add an OR clause such that it would show effectively “Owner Equals Current User OR Connected to Current User”. Of course, the problem is that the filter criteria doesn’t allow creating OR expressions across entities, so I couldn’t add the clauses to include Connections.

That’s ok though. What it means is that in this model, we’ll drive the view fully off Connections only, not Owner. Taking this approach does require that each sales person will need to be identified with a Connection, including the Owner of the opportunity, so you will want to automate this with a simple workflow or plug-in that creates a Connection for the Owner automatically.

Let’s start with the View creation first. 

Creating the Public View

So, here’s what I did to create the view to enable the user to see opportunities that they are working on.
1. As the system customizer, go to Settings -> Customizations -> Customize the System, ...

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1. How to Become More Resilient
2. How to Improve Your Attitude Today
3. 5 Steps to Writing Concise Emails

1. How to Do Great Work - Story From: The QuickBase Blog. Get more connected. Be more productive. How we define "great work" is as important as doing great work. Alexandra Levit, shares her personal experience and thoughts on different ways to approach your definition of great work...
2. Dealing With a Negative Nellie (or Nick!) - Story From: The QuickBase Blog. Get more connected. Be more productive. It seems there’s always one in the crowd. You know who I’m talking about. The glass half empty person who couldn’t find some good news if it was plastered on...
3. How to Make a Lateral Move - Story From: The QuickBase Blog. Get more connected. Be more productive. In a lateral move, a strong employee takes on a new position at the same level as his former position. Most companies encourage these because they are mechanisms for keeping...
4. Overcome On-the-Job Failure - Story From: The QuickBase Blog. Get more connected. Be more productive. On this blog, we talk a lot about how to reach your full potential as a leader.  One of the most important things you can do along these lines is...
5. How to Say No to Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive. People-pleasing can be a trap almost anyone can fall into. This is especially true during times of stress or economic uncertainty when there is an extra element of fear or...
6. Things to Consider When Giving Feedback - Story From: The QuickBase Blog. Get more connected. Be more productive. Giving feedback is one of several paradoxes in management. It is undeniably true, yet seemingly contradictory, to realize that we must provide both criticism and praise in order for people...
7. How to Improve Your Attitude Today - Story From: The QuickBase Blog. Get more connected. Be more productive. It irritates me how often leaders tell reports that they have a bad attitude.  This is an easy enough statement to make, but what are employees supposed to do about...
8. Your Top Questions on Managing Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive. One of the biggest determinants of your quality of life at work is the relationship you have with your boss. And yet too often when faced with a frustrating boss,...
9. 5 Difficult People and How to Work With Them - Story From: The QuickBase Blog. Get more connected. Be more productive. I believe that people are the most stressful part of any job. That sounds harsh. After all, most people are the best part of any job, providing social interaction and...
10. Managing the Needs of Multiple Supervisors - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s a fact of modern work life that many of us have multiple supervisors.  And even if you’re an efficient multi-tasker, you’re never going to be Superman. It’s not a...

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1. The Infusionsoft Success Path, Revisited. - Story From: Infusionsoft Blog When did the last software purchase provide you a complete guide to using it effectively? None that I can think of. We’re making a few changes (and have made) to...
2. Pitch the Switch: Why Small Businesses Switch to Infusionsoft - Story From: The Official Infusionsoft Blog I’ll share a quick about our Pitch the Switch contest. Last week, many users submitted their videos just before the deadline in their effort to work their way up to...
3. Infusionsoft Customer Tour Comes to a City Near You - Story From: The Official Infusionsoft Blog Infusionsoft’s eight-city Customer Tour kicks off in May, bringing Infusionsoft marketing automation and sales strategies to small businesses all around the world. For the first time ever, Infusionsoft is traveling...
4. A New Look for Infusionsoft - Story From: The Official Infusionsoft Blog You may have noticed our new look this week. We have a new logo and a new color palette representing the Infusionsoft brand. We’re excited to have a fresh new...
5. What Do Chris Brogan, Pam Slim & Gary Vaynerchuk All Have in Common? – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Brogan, Slim and Vaynerchuk do a stellar job utilizing social media to generate leads, grow their brands and serve an engaged online audience. In addition, they will also speak at...
6. How to Use Blogging to Generate Leads – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Blogging remains the leading content marketing tactic businesses use to talk about their products, services and overall brand. Despite this statistic, only a few actually generate leads from their blog....
7. Webinar: Content & Conversation: Free Ways to Drive Website Traffic – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews When it comes to marketing your business online, strategies like search engine optimization (SEO) and PPC (pay-per-click) advertising are top contenders for the most effective ways to drive traffic to...
8. 5 Questions To Ask Yourself Before You Buy Infusionsoft – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Thousands have business owners made the switch to Infusionsoft for their all-in-one sales and marketing software. But what about those who haven’t switched? These questions are on the minds of...
9. Infusionsoft is Arizona’s #1 Software Company! - Story From: The Official Infusionsoft Blog I’m thrilled to announce that our company was recently ranked as Arizona’s No. 1 software company by Arizona Business Magazine. We’ve been working our butts off in creating a company...
10. Infusionsoft Marketplace Helps Users Find Apps & Partners Easily - Story From: The Official Infusionsoft Blog I’m happy to announce the new Infusionsoft Marketplace for our users so they can discover new apps and partners that helps their businesses succeed. The new Marketplace provides convenient access...

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We’ve released a troubleshooting wizard to help you help yourself resolve errors configuring the Dynamics CRM Outlook Client. Give it a whirl:

 http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outlook-troubleshooting.aspx

 Why did we create this wizard?

There are several reasons that you might receive an error attempting to configure the CRM Outlook Client.  The most likely solutions can be different depending on the error and other factors such as whether you’re using Dynamics CRM Online or On Premise.  Instead of having to search KB’s and possibly find articles that do not apply to your scenario, the wizard can help guide your to the most likely solution based on your symptoms. 

The wizard was created by CRM Outlook Client subject matter experts.  We can continually improve this wizard as we identify additional solutions so please provide feedback. 

1. Outlook Client – Improvements in Update Rollup 7 - Story From: Webfortis - Microsoft Dynamics CRM Solutions With the release and our internal related testing of Microsoft Dynamics Rollup 7  - we can safely say that 'It's a hit!'. Customers that have suffered from Outlook issues...
2. Microsoft Dynamics CRM Rollups – Fixes and Issues (and a warning) - Story From: Webfortis - Microsoft Dynamics CRM Solutions Microsoft recently introduced Microsoft Dynamics CRM Rollup 8 (it is available here). It has some nice fixes and updates over Rollup 7, which we detailed in our post located...
3. Outlook Synchronization in Microsoft Dynamics CRM Explained - Story From: Webfortis - Microsoft Dynamics CRM Solutions The folks over at the E2 team have prepared a great whitepaper titled "Outlook Synchronization in Microsoft Dynamics CRM Explained" describing the client synchronization process that is associated with...
4. The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client - Story From: Microsoft Dynamics CRM Team Blog Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta . I recently downloaded Office 2010 Beta and installed...
5. CRM Online for Outlook Client Update - Story From: Microsoft Dynamics CRM Online Team Blog An update to the CRM Online Client for Outlook was released on Monday.  You or your users may receive the following notification. You can also click Start > All Programs...
6. Large Database Imports – Issues and Solutions - Story From: Webfortis Blog   In a recent XRM project for a client who uses CRM to manage grants and grant distributions, we had created several custom entities with many relationships among them as...
7. Install guidance for the CRM Online Outlook Plug-In for CRM Online 2011 - Story From: Microsoft Dynamics CRM Online Team Blog Setup method #1 §  Download the Outlook plug in from within your CRM Online subscription website.   (If you don’t see the option to "download the Outlook Client" available in...
8. Outlook Client Script Errors - Story From: Webfortis Blog Recently, after installing Update Rollup 5 to several machines for a set of new users at a client, we noticed that they began to receive script errors every time they...
9. Resources for customer service - Story From: Microsoft Dynamics CRM Team Blog Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers. ...
10. Resource Center article: Go live with Microsoft Dynamics CRM Online - Story From: Microsoft Dynamics CRM Team Blog We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings...

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1. Sales Best Practice #45: Listens constructively - Story From: Commence CRM Blog This article focuses on Best Practices for sales people from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle A study of...
2. Sales Best Practice #51: Is consistently able to get customers to voice their concerns. - Story From: Commence CRM Blog The world is full of sales people who are hesitant to hear the customer’s concerns, afraid they will take the form of the more commonly used term - objections. The...
3. Sales Practices: Question and Answer #4 - Story From: Commence CRM Blog This is a Sales Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. You have...
4. Sales Practices: Question and Answer #6 - Story From: Commence CRM Blog This is a Sales Question and Answer article about sales best practices from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q....
5. Sales Best Practice #23 – Routinely makes powerful persuasive presentations - Story From: Commence CRM Blog A Best Practice for sales people by guest poster Dave Kahle, author and leading sales educator. By Dave Kahle In my first professional sales position, I spent six full weeks...
6. Sales Best Practices: Think a Lot - Story From: Commence CRM Blog Thinking about Sales… By Dave Kahle It’s a difficult year for a lot of sales people.  The world is changing rapidly, and every new headline contains information that seems to...
7. Thinking about Sales: Selling Commodities - Story From: Commence CRM Blog Thinking about Sales… By Dave Kahle “How do you create a perceived value to differentiate yourself from the competition when you are both selling a commodity?” That’s a question I’m...
8. Sales Best Practice #2 – Broadens the relationship with good customers by proactively introducing them to other employees - Story From: Commence CRM Blog A Best Practice for sales people by guest poster Dave Kahle, author and leading sales educator. By Dave Kahle The best salespeople understand that the more comfortable the customer is...
9. Sales Best Practice #3 – Has an excellent working relationship with the boss - Story From: Commence CRM Blog A best practice for sales people by guest poster Dave Kahle, author and leading sales educator. By Dave Kahle The best salespeople understand that their company has assembled a collection...
10. Sales: Question and Answer #10 - Story From: Commence CRM Blog This is a Sales Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. In regards...

CRM Software Free Trial -

1. Working Extended Hours? You’re Not Alone
2. Can A Job Search Be Done in 2 Hours?
3. 10 Ways Managers Botch Performance Evaluations

1. Case Age In Business Hours - Story From: Popular Ideas I am pleased to announce that we have released an AppExchange application called Case Age In Business Hours (click link for the AppExchange listing) under the Salesforce Labs banner.  In...
2. Best practice: 9 reasons why sales managers love Salesforce CRM - Story From: Recent Ideas Managing all aspects of sales productivity takes work. By providing 360-degree visibility into the sales process, however, Salesforce CRM makes that work easier—and more effective—than ever before....
3. Shift Work Requires Smooth Transitions Between Teams - Story From: The QuickBase Blog. Get more connected. Be more productive. If your company runs around the clock on a twenty four by seven, three sixty five schedule, it could be at risk for communication issues among the teams who cover...
4. Google Cracks the Code on Good Managers - Story From: The QuickBase Blog. Get more connected. Be more productive. In the IT industry, as with many industries, the career track typically goes something like this: Software Developer > Senior Software Developer > Manager Yep. In many cases, the most...
5. Instant Productivity Booster: Quit Multitasking - Story From: The QuickBase Blog. Get more connected. Be more productive. In a 2006 Harvard Business Review article, Sylvia Ann Hewlett and Carolyn Buck Luce wrote that the days of the 40-hour workweek are over and the 60-hour workweek is now...
6. The Royal Wedding is over. Can we go back to work now? - Story From: The QuickBase Blog. Get more connected. Be more productive.   Let’s face it.  Not only were a substantial portion of your employees awake before the crack of dawn this morning to tune into all the festivities associated with the...
7. Instant Productivity Booster: Minimize Interruptions - Story From: The QuickBase Blog. Get more connected. Be more productive. Do you ever feel like you put in a busy 8 to 10 hour day, yet you have nothing to show for it? In my last blog post, I introduced...
8. Managers: See Yourself as Others See You - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at the Harvard Business Review blogs, Linda Hill and Kent Lineback have a terrific post on the importance of knowing how your words and actions are perceived by those...
9. Settling into a Work-Life Rhythm - Story From: The QuickBase Blog. Get more connected. Be more productive. This past Tuesday Rick Santorum announced he was suspending his presidential campaign and no longer running for the White House. According to a Huffington Post article, “the combination of his...
10. Can A Job Search Be Done in 2 Hours? - Story From: The QuickBase Blog. Get more connected. Be more productive. I recently had the opportunity to meet a talented career consultant, Steve Dalton, at Duke University’s Fuqua School of Business.  Steve has written a new book called The 2-Hour Job...

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1. Happy 1st Birthday Google Apps Marketplace - Story From: The Capsule CRM Blog I’ve been reminded that it’s been a year today since the launch of the Google Apps Marketplace which we are proud to be a part of. 2010 was a great...
2. Happy 1st Birthday Google Apps Marketplace - Story From: The Capsule CRM Blog I’ve been reminded that it’s been a year today since the launch of the Google Apps Marketplace which we are proud to be a part of. 2010 was a great...
3. Happy 1st Birthday Google Apps Marketplace - Story From: Capsule CRM Blog I’ve been reminded that it’s been a year today since the launch of the Google Apps Marketplace which we are proud to be a part of. 2010 was a great...
4. Chat Support Now Available For Infusionsoft Users - Story From: The Official Infusionsoft Blog With our spring 2011 release, Infusionsoft customers are now able to quickly and easily interact with Infusionsoft Technical Support by clicking the Help menu, then “Support Chat Online.” I’m excited...
5. 500 Reasons to Refer Friends to Infusionsoft - Story From: The Official Infusionsoft Blog It’s no secret that working with small business owners is our passion. We have over 7,500 amazing customers using Infusionsoft to nurture and convert leads, grow sales and save time....
6. A New Look for Infusionsoft - Story From: The Official Infusionsoft Blog You may have noticed our new look this week. We have a new logo and a new color palette representing the Infusionsoft brand. We’re excited to have a fresh new...
7. What Do Chris Brogan, Pam Slim & Gary Vaynerchuk All Have in Common? – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Brogan, Slim and Vaynerchuk do a stellar job utilizing social media to generate leads, grow their brands and serve an engaged online audience. In addition, they will also speak at...
8. 5 Questions To Ask Yourself Before You Buy Infusionsoft – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Thousands have business owners made the switch to Infusionsoft for their all-in-one sales and marketing software. But what about those who haven’t switched? These questions are on the minds of...
9. Infusionsoft is Arizona’s #1 Software Company! - Story From: The Official Infusionsoft Blog I’m thrilled to announce that our company was recently ranked as Arizona’s No. 1 software company by Arizona Business Magazine. We’ve been working our butts off in creating a company...
10. A Big Picture of How Infusionsoft Helps Small Businesses - Story From: The Official Infusionsoft Blog I’ve been using Infusionsoft for nearly 15% of my entire life. I first started using it during graduate school for a business that still uses the software. Needless to say,...

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1. Remove the Barriers to Real Work
2. Team and Management Communication is a Two-Way Street
3. Influencing Someone Who’s Blocking Your Progress

1. Open Communication with a Talking Stick - Story From: The QuickBase Blog. Get more connected. Be more productive. Have you ever attended a meeting where everyone talked and nobody listened? What a waste of time. Way too often team meetings turn into a “me-fest” where each person is...
2. Dealing With a Negative Nellie (or Nick!) - Story From: The QuickBase Blog. Get more connected. Be more productive. It seems there’s always one in the crowd. You know who I’m talking about. The glass half empty person who couldn’t find some good news if it was plastered on...
3. How to Make a Lateral Move - Story From: The QuickBase Blog. Get more connected. Be more productive. In a lateral move, a strong employee takes on a new position at the same level as his former position. Most companies encourage these because they are mechanisms for keeping...
4. Importance of Knowledge Management Strategy - Story From: The QuickBase Blog. Get more connected. Be more productive. Over the past several years, there has been a rise in virtual working teams and a rise in fluid teams. A fluid team is one composed of individuals who work...
5. 5 Leadership Predictions for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. 2010 is quickly coming to a close, and fortunately, so is the recession that left most leaders fearing for the future of their organizations.  As you think about strategies for...
6. To Retain Talent, Keep Tabs on Employee Engagement - Story From: The QuickBase Blog. Get more connected. Be more productive. The economy is beginning to show signs of recovery which means good things for you and your company. So you should be able to take a collective sigh of relief...
7. Time Management: Handling Multiple Priorities - Story From: The QuickBase Blog. Get more connected. Be more productive. One of the many decisions we have to make on a day-to-day basis is how to manage our time. If we are team leaders or project managers, the decision can...
8. How to Succeed as a Young Manager - Story From: The QuickBase Blog. Get more connected. Be more productive. Before the age of 28, Aaron McDaniel had been appointed regional vice president at a Fortune 10 company.  He has managed over 100 people and has been responsible for a...
9. 3 Ways to Manage Employee Bonuses This Year - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s the question on all of your team members’ minds.  Now that the holidays are upon us, will bonuses be handed out despite the still-poor economy? Over at the Intuit...
10. Managers – Set Limits on Long Hours - Story From: The QuickBase Blog. Get more connected. Be more productive. Do you and your team work more than 40 hours per week? When it comes to productivity, longer hours are not better. As Sara Robinson writes in “Bring Back the...

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1. Sign-up Now: Spring ‘11 Pre-Release Trial - Story From: Recent Ideas Register now and for the next several weeks you'll have full access to all the upcoming release features and capabilities prior to general availability.  Please enter the email address...
2. 2012 Ultimate Marketer Finalist: Iron Tribe Fitness - Story From: The Official Infusionsoft Blog Our Ultimate Marketer contest has quickly become our most anticipated contest of the year. We had so many amazing submissions this year, the judging process took twice as long! We...
3. 2012 Ultimate Marketer Finalist: Degree33 Surfboards - Story From: The Official Infusionsoft Blog As you have heard, we are introducing you to this year’s 2012 Ultimate Marketer Finalists who have the opportunity at InfusionCon to get up on stage and demonstrate how they...
4. 2012 Ultimate Marketer Finalist: Ptex Group - Story From: The Official Infusionsoft Blog We are happy to introduce our third finalist for the 2012 Infusionsoft Ultimate Marketer Contest. Meny Hoffman from the Ptex Group has earned this top spot by using Infusionsoft to...
5. 2012 Ultimate Marketer Finalist: PraxisNow - Story From: The Official Infusionsoft Blog We’re pleased to present Mike Weiss from PraxisNow as our fourth finalist for the 2012 Ultimate Marketer. Mike has used Infusionsoft to grow not only twice, double or triple, but...
6. 4 New Lead Generation Features - Story From: The Official Infusionsoft Blog The Spring 2012 Release has been historic in many ways for Infusionsoft. It debuted our new look and delivered the benefits that will enable small businesses to operate and grow...
7. Big E-Commerce Enhancements - Story From: The Official Infusionsoft Blog Infusionsoft continues to build upon the e-commerce platform for the Spring 2012 Release by adding new, beautifully themed shopping cart templates. Users now have the ability to use three new...
8. 5 Resources to Help You with the Spring 2012 Release - Story From: The Official Infusionsoft Blog I can honestly say that I’ve never been more excited for a new version of Infusionsoft than I am for this latest release. The Spring 2012 Release brings with it...
9. Introducing our Drag & Drop Campaign Builder - Story From: The Official Infusionsoft Blog The new Infusionsoft Campaign Builder has been a multi-year undertaking full of fun, learning, and if we are being completely transparent, some long nights and crazy hard work. I want...
10. Infusionsoft Marketplace Helps Users Find Apps & Partners Easily - Story From: The Official Infusionsoft Blog I’m happy to announce the new Infusionsoft Marketplace for our users so they can discover new apps and partners that helps their businesses succeed. The new Marketplace provides convenient access...

CRM Software Free Trial -

1. SugarCon Twitter Contest in Effect – Win SugarCon Passes! - Story From: CRM Outsiders Wanna come check out all the awesome sessions and killer events at SugarCon?  (I know I am stoked for the evening event at the Academy of Sciences – we literally...
2. SugarCon Spotlight: Become a Sugar Reports Master! - Story From: CRM Outsiders Before delving into my continued spotlights on some key SugarCon sessions, I wanted to thank Mitch Lieberman for stepping in and adding some great ideas, opinions and observations on outsiders....
3. SugarCon 2010 Recap – In a Word: Awesome! - Story From: CRM Outsiders The past three days have been a whirlwind of amazing conversations, presentations, making new connections – and just plain fun. What an amazing event, thanks to all of our customers,...
4. SugarCon is Coming – Lock-in a Great Rate Today! - Story From: CRM Outsiders The beginning of a new year means one thing at Sugar HQ – time to kick in to gear for SugarCon! SugarCon 2011 is already shaping up to be an...
5. Get Social at SugarCon!!! (And Get a Great Rate) - Story From: CRM Outsiders I am freshly back in the office (OK, maybe fresh is not the right word, more like jet-lagged and overwhelmed with emails and projects) after an awesome two-week press tour...
6. Until We Meet Again - Story From: CRM Outsiders I am writing this the day after one of the most successful events in the history of SugarCRM, and perhaps one of the greatest collections of thinkers and doers I...
7. CRM Outsiders Gets a New…Outsider? - Story From: CRM Outsiders When I left SugarCRM to head up marketing efforts at Basho Technologies earlier this year, my main concern was around CRM Outsiders. I mean, SugarCRM has some great thinkers and...
8. Putting a face to a handle: The Dreamforce Tweet-Up - Story From: Popular Ideas Picture it: fall 2009. Twitter is a new product garnering attention in the social media space. Several members of the Salesforce.com Community are early adopters, and along comes Dreamforce ‘09....
9. The Top 20 CRM Blogs of 2011 - Story From: CRMOutsiders By Chris Bucholtz This is the fifth year that  I’ve compiled a list of the best CRM blogs, and the trend is clear: more and better blogs on the topic...
10. Crowdsessioning: letting the attendees of SugarCon 2012 choose the content - Story From: CRMOutsiders By Chris Bucholtz One of the unexpected pleasures of my job is to act as the session chairman for SugarCon 2012. I get to solicit, pick and otherwise decide what...

CRM Software Free Trial -

We want to let everyone know our blog site will be combined with the overall Microsoft Dynamics Team Blog: http://blogs.msdn.com/b/crm/  We will keep our past blogs up for existing linked resources for a while, however for upcoming news and updates please go to http://blogs.msdn.com/b/crm/. 

We greatly appreciate your interest in our blogs and comments!

1. Twitter Tools: bit.ly Links CRM Software Free Trial - Description: Twitter Tools is an excellent plugin for posting notifications of new blog posts to Twitter. However Twitter Tools just sends the URL to the new...
2. WordPress-to-Lead Plugin: A Free Contact Form Builder for WordPress - Story From: Recent Ideas Building Contact Forms in WordPress has Never Been Easier Finally WordPress + salesforce.com together! WordPress users have been asking for a way to capture leads directly into Salesforce CRM, instead...
3. Moving ACT CRM to the Cloud - Story From: Sell, Sell, Sell! Many long time users of ACT CRM are ready to move to the cloud but, finding a good home for your valuable CRM ACT information can be confounding. Related posts:Why...
4. Video: Connector for Microsoft Dynamics AX - Story From: Microsoft Dynamics CRM Online Team Blog   Ray Schloss did a great job with this PartnerSource/CustomerSource posted video. The video gives a look at the features and mechanics of the Connector for Microsoft Dynamics AX, demonstrates...
5. MSDN – Microsoft Dynamics CRM 2011 White Papers & Technical Documentation - Story From: Webfortis Blog The MSDN websites are one of the best places to get new and relevant information on Dynamics CRM 2011. The post on December 28 of last year by Shawn Dieken...
6. Got WordPress? Get the new web form plug-in for BigContacts - Story From: BigContacts Product News At BigContacts, we are always exploring great ideas in an effort to improve and enhance our web-based CRM software.  We are constantly learning from our customers as this is truly...
7. Zoho CRM Read-Only Mode Available From Our Secondary Data Center – Story From: Zoho Blogs - Story From: CRM Blog Web-Based Contact Management Software Free Reviews One of the priorities we set ourselves after our outage is to get a read-only instance up quickly in our secondary data center in the New York metro region. We...
8. Overlapping schedules? Check availability first – Story From: Zoho Blogs - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Picture this: Ben, a business contact calls, and he’s upset. He’s upset because of an issue that he’s facing with the product. As it would typically happen, you schedule...
9. Read-optimized forms - Story From: Microsoft Dynamics CRM Team Blog As Microsoft Dynamics CRM moves into the future by enabling information workers to access information across many devices and networks—environments in which time-to-load and consumption are the key success factors—we’re...
10. If a Tweet falls during SugarCon, does EVERYONE hear it? - Story From: CRMOutsiders By Chris Bucholtz I know the Outsiders has been a little quiet this week. That’s because I’m up to my elbows in SugarCon – which is a really great show,...

CRM Software Free Trial -

1. 15 Do’s and Don’ts for Better Interviewing
2. 5 Interview Practices to Hire Superstars
3. How to Prepare as the Interviewer

1. How to Read a Resume - Story From: The QuickBase Blog. Get more connected. Be more productive. Most leaders have read hundreds, maybe even thousands, of resumes.  But is there any method to the madness?  If you want to give every candidate a fair shot at securing...
2. 5 Leadership Predictions for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. 2010 is quickly coming to a close, and fortunately, so is the recession that left most leaders fearing for the future of their organizations.  As you think about strategies for...
3. Lean Manufacturing and QuickBase - Story From: The QuickBase Blog. Get more connected. Be more productive. I visited a local a manufacturing company this morning. It’s a very interesting company—they make simulation software for various governmental agencies. As I was listening to their COO present a...
4. How to Successfully Onboard a New Hire - Story From: The QuickBase Blog. Get more connected. Be more productive. Many large organizations have processes for preparing new hire development plans that are tied to a performance management system, but if your operation is new or on the smaller side,...
5. How to Choose Between Equally Great Candidates - Story From: The QuickBase Blog. Get more connected. Be more productive. A reader recently wrote to me with this hiring dilemma: I’m hiring for a 3-month position. This is not a long employment commitment, but at the same time it is...
6. Recruitment Management Made Easier… - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more! While the recruitment process is usually not too complex, there could be copious amount of work involved at each step. Consequently, increased efficiency has a direct impact on the overall...
7. What to Do When You Can’t Give a Positive Reference - Story From: The QuickBase Blog. Get more connected. Be more productive. A reader recently asked me: My former assistant a few years back couldn’t keep up with the workload and I was close to letting her go when she ended up...
8. 360° Answers: The Quandary of Hiring Overqualified Candidates - Story From: The QuickBase Blog. Get more connected. Be more productive. We’re trying something new this month! Each of our workplace experts has weighed in on the following question from a reader to give you four points of view. Here’s the...
9. Interrogation Techniques for Better Interviewing, Pt 1 - Story From: The QuickBase Blog. Get more connected. Be more productive. Popular as they are, interviews aren’t very good at predicting who will be the best performer on the job. In the research literature, interviews are generally regarded as a poor...
10. 5 Interview Practices to Hire Superstars - Story From: The QuickBase Blog. Get more connected. Be more productive. Most managers say that they know how important it is to have the right people on their staff, but many of them don’t act accordingly when it comes to how...

CRM Software Free Trial -

1. SugarCon Spotlight: Campaign Management in SugarCRM - Story From: CRM Outsiders CRM systems are great at traditional sales automation, and many are pretty strong in terms of providing customer support and service automation tools. But in my opinion, the area where...
2. New in Campfire: Drag and drop uploading - Story From: 37signals Product Blog Use Campfire with either Safari, Firefox, or Chrome? Then you're going to like this. Now you can drag a file from your desktop right into your Campfire room and the...
3. Report Builder webinar July 22nd - Story From: Recent Ideas  I'll be talking about the new Report Builder - how to use it, how it's set up, and how things will change in the future with the Builder, on July...
4. Effective Campaign Management, Email Marketing and more with Deskera CRM - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more! If you are still not reaching the people who count, but counting the people you reach, then it’s time to switch to Deskera Campaign Management. You can add E-mail Marketing...
5. Basecamp tip: Drag and drop to-do items - Story From: 37signals Product Blog Go to a to-do list and move your mouse over the item you want to move up or down. To the left, you’ll see the reorder icon. Click it and...
6. HOW-TO: Optimize Your Email Marketing Campaign - Story From: The Official Infusionsoft Blog Optimizing your existing email marketing campaign is a great way to boost conversions, traffic and interest in what you already have to offer. Continually assessing and making small, but worthy,...
7. A 5 minute FAQ for the FAQ Builder, and by the FAQ builder - Story From: The Suite Advantage Please follow this link to see the FAQ. It’s sort of a ‘see it in action’: it is built by our new FAQ builder tool, and, you guessed it, for...
8. Making New Lead Campaigns Easy: Infusionsoft Web Lead Campaign Template - Story From: The Official Infusionsoft Blog In our March software release, one of the new features we introduced is our answer to (what was formerly) the complexity that comes with building an end-to-end marketing campaign: the...
9. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of...
10. A Big Picture of How Infusionsoft Helps Small Businesses - Story From: The Official Infusionsoft Blog I’ve been using Infusionsoft for nearly 15% of my entire life. I first started using it during graduate school for a business that still uses the software. Needless to say,...

CRM Software Free Trial -

1. Sales Leader’s Question and Answer - Story From: Commence CRM Blog Please join me in welcoming guest blogger Dave Kahle. Dave is the author of the newly released book "How to Sell Anything to Anyone Anytime.”...
2. Sales Practices: Question and Answer - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. I struggle with knowing how...
3. Sales Practices: Question and Answer #2 - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator.  Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. How do you know how...
4. Sales Practices: Question and Answer #3 - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. How do you...
5. Sales Practices: Question and Answer #4 - Story From: Commence CRM Blog This is a Sales Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. You have...
6. Sales Practices: Question and Answer #5 - Story From: Commence CRM Blog This is a Sales Question and Answer article about customer relationship management from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave...
7. Sales Practices: Question and Answer #6 - Story From: Commence CRM Blog This is a Sales Question and Answer article about sales best practices from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q....
8. Sales: Question and Answer #7 - Story From: Commence CRM Blog This is a Question and Answer article for sales people from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. Dave, I am finding...
9. Sales: Question and Answer #8 - Story From: Commence CRM Blog This is a Question and Answer article for sales people from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. Occasionally, customers may say...
10. Sales: Question and Answer #9 - Story From: Commence CRM Blog This is a Question and Answer article for sales people from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. I have many customers...

CRM Software Free Trial -

1. How to Be More Effective: Tips for Introverts
2. Networking for Introverts
3. Are You a Big Picture Thinker or Detail-Oriented?

1. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
2. How to Be More Effective: Tips for Extraverts - Story From: The QuickBase Blog. Get more connected. Be more productive. In a recent comment, Cary remarked, “what I’d really like to see is productivity/interaction tips aimed at extroverts. I get a little fed up with so much advice being aimed...
3. Shift Work Requires Smooth Transitions Between Teams - Story From: The QuickBase Blog. Get more connected. Be more productive. If your company runs around the clock on a twenty four by seven, three sixty five schedule, it could be at risk for communication issues among the teams who cover...
4. How to Do Great Work - Story From: The QuickBase Blog. Get more connected. Be more productive. How we define "great work" is as important as doing great work. Alexandra Levit, shares her personal experience and thoughts on different ways to approach your definition of great work...
5. How Screencasts Can Make You More Effective - Story From: The QuickBase Blog. Get more connected. Be more productive. The most useful tool I have stumbled across over the past year has probably been CaptureFox. This is an add-on for the browser Mozilla Firefox that lets you record a...
6. Assign Roles for Your EBSuite Account Users - Story From: The Suite Advantage To add a new user to your EBSuite account you need to: 1.  Create the User Name and User details:  email, phone, display name, etc. 2.  Define a Role or...
7. Be Great at Any Task - Story From: The QuickBase Blog. Get more connected. Be more productive. Tony Schwartz’s blog post on Harvard Business Review, Six Keys to Being Excellent at Anything, just appeared in my Google Reader. The post is based on the advice Tony extols...
8. Beating the Winter Blues at the Office - Story From: The QuickBase Blog. Get more connected. Be more productive. Here in the United States, we are right in the middle of winter. The excitement of the holidays is over, the momentum of New Year’s resolutions may have faded, and...
9. Excel as the New Guy on the Job - Story From: The QuickBase Blog. Get more connected. Be more productive. Being the office newbie can be tough! Recent employment trends showing an improvement in the unemployment rate in combination with workers getting frustrated in their current job situations might mean...
10. Managers – Set Limits on Long Hours - Story From: The QuickBase Blog. Get more connected. Be more productive. Do you and your team work more than 40 hours per week? When it comes to productivity, longer hours are not better. As Sara Robinson writes in “Bring Back the...

CRM Software Free Trial -

1. CRM Software Update CRM Software Free Trial - CRM Software CRM software – because concentric is independent, we offer a balanced selection of the very best CRM software solutions available. Selection of CRM software...
2. Make Your Life Easier With Customer Relationship Management Software - Story From: Commence CRM Blog Previously, businesses depended completely on their personnel to interact with their customers. Companies had to sift through thousands of resumes just to find the best workers around in order...
3. Picking the Best CRM Software - Story From: Commence CRM Blog What should you be looking for when selecting CRM software?  Well it depends on what is important to you, but let me offer a few tips that may help...
4. Two Common Mistakes SMEs Can Avoid When Selecting CRM Software - Story From: Commence CRM Blog I think we can all agree that most company executives are not professional software evaluators and as such often overlook some of the key decision criteria that are critical to...
5. Best CRM Software for Small to Mid-Size Businesses - Story From: Commence CRM Blog Small to mid-size businesses are turning to CRM software to help them capture and distribute leads, manage the sales process, and take advantage of cost effective bulk e-mail marketing to...
6. A Quick Analysis of Level One, Level Two and Level Three CRM Software Providers - Story From: Commence CRM Blog While some CRM solution providers try to be all things to all people most of the popular CRM programs are designed and targeted at a specific market segment. I...
7. Small to Mid-Size Companies Comfortable With On-Line CRM Software - Story From: Commence CRM Blog Small to mid-size enterprises that are looking to implement a CRM system to improve how they market, sell and provide service to their customers have become comfortable with on-line CRM...
8. Every CRM System Has a Sweet Spot - Story From: Commence CRM Blog If you are considering implementing CRM software for your business perhaps the following recommendations will help. First, it is important to realize that despite the fact that CRM solution providers...
9. Use Online CRM Software to Connect With Your Customers - Story From: Commence CRM Blog You have probably heard the old saying: “Leave your customers alone and they will go away“. In today’s business environment staying in touch with your customers is paramount to achieving...
10. 4 Reasons Why Small to Mid-Size Businesses Need Sales Software - Story From: Commence CRM Blog Nothing can be more frustrating for management than seeing new leads and promising sales opportunities fall through the cracks, but this is often the norm for many small to mid-size...

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1. Spring ‘10 Mobile Patch Release: Patch Notice and BB OS v5.0 update - Story From: Recent Ideas Some recent customer cases have necessitated a patch release to both the BlackBerry and iPhone Spring ‘10 releases, which will be available in the coming weeks.  The BlackBerry patch includes...
2. Spring ‘10 Mobile Patch Release: BB v11.7.3 Now Available - Story From: Recent Ideas This patch includes several performance enhancements to improve the activation and synchronization times. BlackBerry v11.7.3 Includes these improvements to these problems: App doesn't connect even though you can browse the...
3. Sign-up Now: Spring ‘11 Pre-Release Trial - Story From: Recent Ideas Register now and for the next several weeks you'll have full access to all the upcoming release features and capabilities prior to general availability.  Please enter the email address...
4. Spring ‘11 Patch Release: iPhone 4.5.0 Available - Story From: Recent Ideas A Salesforce Mobile patch release for Spring '11 is now available. iPhone 4.5.0 The following issues have been addressed: Remote search now conforms with global search in the web appPasscode...
5. Spring ‘11 Community Release is Live! - Story From: Popular Ideas We are thrilled to announce the Spring '11 release of the Community!  This is a foundational release for us - the coming together of two instrumental Community properties - The...
6. New Training Resources Available for Microsoft Dynamics CRM - Story From: Microsoft Dynamics CRM Team Blog New Course Available: Introduction to Microsoft Dynamics® CRM 2011 This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM 2011. The course focuses on the user interface and working with...
7. Webinar: Content & Conversation: Free Ways to Drive Website Traffic – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews When it comes to marketing your business online, strategies like search engine optimization (SEO) and PPC (pay-per-click) advertising are top contenders for the most effective ways to drive traffic to...
8. 2012 Ultimate Marketer Finalist: Ptex Group - Story From: The Official Infusionsoft Blog We are happy to introduce our third finalist for the 2012 Infusionsoft Ultimate Marketer Contest. Meny Hoffman from the Ptex Group has earned this top spot by using Infusionsoft to...
9. 2012 Ultimate Marketer Finalist: PraxisNow - Story From: The Official Infusionsoft Blog We’re pleased to present Mike Weiss from PraxisNow as our fourth finalist for the 2012 Ultimate Marketer. Mike has used Infusionsoft to grow not only twice, double or triple, but...
10. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of...

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1. Of Mobile Applets and Androids: Creating a Native Android Application for QuickBase
2. A Developer Gazes Into the Future of QuickBase Mobile Apps
3. The New SaaS Standard: Service on Any Device

1. Of Mobile Applets and Androids: Creating a Native Android Application for QuickBase - Story From: The QuickBase Blog. Get more connected. Be more productive. The following is a personal project I’ve been working on with the intent to stimulate ideas among the QuickBase developer and user community, and to share some resources that I...
2. Launch: Basecamp Mobile - Story From: 37signals Product Blog Today we launch Basecamp Mobile for phones and devices with WebKit browsers. This includes the iPhone 3GS, iPhone 4, iPad, Motorola Droid X, Motorola Droid 2, Samsung Galaxy S, HTC...
3. Maximize Your Team’s Utility of QuickBase Dashboards - Story From: The QuickBase Blog. Get more connected. Be more productive. One of the most useful, yet underutilized features of QuickBase is the ability to create custom dashboards. What is a dashboard in QuickBase? Think about what you see when you...
4. A Developer Gazes Into the Future of QuickBase Mobile Apps - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s easy to see many tasks that once required a PC are now commonly performed on smartphones. We listen to music, track our schedule, send emails, watch video, and (by...
5. Launch of Capsule Mobile - Story From: The Capsule CRM Blog We're pleased to announce the launch of Capsule Mobile for the following devices: iPhone 3GS and iPhone 4 Android phones running Android 2.1+ such as Motorola Droid X, Motorola Droid...
6. Launch of Capsule Mobile - Story From: The Capsule CRM Blog We're pleased to announce the launch of Capsule Mobile for the following devices: iPhone 3GS and iPhone 4 Android phones running Android 2.1+ such as Motorola Droid X, Motorola Droid...
7. Launch of Capsule Mobile - Story From: The Capsule CRM Blog We're pleased to announce the launch of Capsule Mobile for the following devices: iPhone 3GS and iPhone 4 Android phones running Android 2.1+ such as Motorola Droid X, Motorola Droid...
8. Launch of Capsule Mobile - Story From: Capsule CRM Blog We're pleased to announce the launch of Capsule Mobile for the following devices: iPhone 3GS and iPhone 4 Android phones running Android 2.1+ such as Motorola Droid X, Motorola Droid...
9. Losing it: What Happens to Mobile CRM when You Lose Your Mobile Phone? - Story From: CRM Outsiders The saying goes, don’t sweat the small stuff. However, as we continue to make our hand-held devices smaller and smaller, the chances that we’ll lose something small with a lot...
10. Bringing Opportunities to Capsule Mobile – Story From: Capsule CRM Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews First off I’d like to introduce myself. Hi I’m Tom and I’ve recently joined the team at Capsule as a front-end developer. My background was originally working with .NET, Ruby...

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1. How to fine tune Knowledge articles search from a case - Story From: Popular Ideas When searching Knowledge articles from a case, by default only the case title is used for the search. Often we want to use more information from the case in...
2. Manage Your Entitlements and SLAs With The Service Cloud - Story From: Popular Ideas A common need among customer service organizations is the ability to manage entitlements (otherwise known as "service contracts" or "warranties") and service level agreements (or SLAs).  It is perhaps a...
3. The Quick View Tab - Story From: Popular Ideas Lots of customers would love to have a tab that just opens directly to a view of their choice.  Unfortunately, standard object tabs can only open the relevant standard overview...
4. Prevent Cherry-Picking On Cases And Leads With The Get Next Button - Story From: Popular Ideas Service Cloud customers sometimes tell me that they have a problem with their agents cherry-picking cases and leads.  They use assignment rules to assign the objects to queues, but once...
5. The Service Cloud Console: Not just Agent Console 2.0 - Story From: Popular Ideas Agents need contextual information to service customers effectively and quickly. Information like contact and account details, entitlements and service contracts and case history must be readily available. Contextual information is...
6. The Service Cloud Console: Providing More Context For Your Agents - Story From: Popular Ideas One of the primary objectives of the Service Cloud Console is to improve agent productivity by providing more context. When a call comes in, relevant information about the caller such...
7. The Service Cloud Console: 0 Click Data with Custom Console Components - Story From: Popular Ideas Providing context in a single glance has been the underlying design philosophy of the Service Cloud Console. An agent should have enough information about the caller or product from...
8. The Service Cloud Console: Where’s my Home Tab? - Story From: Popular Ideas The Service Cloud Console was designed for high volume call centers (Tier 1 customer service/ Tier 2 & 3 product support). In these environments, agents work primarily on the Case...
9. Service Cloud Basics: Auto-Response Rules - Story From: Popular Ideas Every now and then I like to use this blog to take our readers back to basics and visit parts of the Salesforce.com application that they may have overlooked.  Today's...
10. The Quick Email Button - Story From: Popular Ideas ...or, mastering the black art of URL hacking the email page.  Sending an email from Salesforce.com can be a clicky operation.  You dig around for the Send An Email button,...

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1. Social Business Goes Mainstream in the Enterprise, Forcing Cultural and Process Shifts from the Inside Out Recent IDC research on the intersection of Web 2.0, Enterprise 2.0, and collaboration shows that we are entering a time of significant cultural and process change for businesses, driven by...
2. Social CRM’s Point of First Impact - Story From: CRM Buyer Service is becoming perhaps the most important leg of CRM. It's not just me saying it -- it's many others, including Paul Greenberg, who literally wrote the book on CRM....
3. What is a Sales Process and Why Do I Need One? - Story From: Sell, Sell, Sell! Sales Process you'll hear often from sales gurus but, small businesses struggle to see order in the sometimes chaotic rush to sell more. We've released a simple guide to identify...
4. Is Sales Ahead or Behind the Social CRM Learning Curve? - Story From: CRM Outsiders When discussing the advent of the social business, I always hear questions like “where do we start?” and “what departments will/are most affected by social media?” The answer, to be...
5. An InsideView Look at SugarCon and Sales Intelligence - Story From: CRM Outsiders Last week was the annual SugarCRM Customer & Developer Conference called SugarCon. InsideView made a big announcement related to all SugarCRM users being preloaded with sales intelligence. The partnership comes...
6. Bad News, Unemployment, Excuses – Sales Process will Lift You From Any Slump - Story From: Sell, Sell, Sell! Bad news, customers with projects on hold, sales process can lead the way to success in any climate. Related posts:What is a Sales Process and Why Do I Need One?...
7. How the mechanics of human memory increase the impact of social media-driven service - Story From: CRM Outsiders I caught the tail end of a Tweet chat today about social customer service return on investment, and it made me think of something I heard in a talk by...
8. Best Practice #47: Understands, and is guided by, an effective sales process - Story From: Commence CRM Blog This is a Sales Best Practices article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle All too often, sales...
9. 4 Ways Current Labor Trends Impact Your Career - Story From: The QuickBase Blog. Get more connected. Be more productive. I have been reading Laurence Shatkin since I was in college.  In the process of releasing the tenth edition of Top 100 Careers without a Four-Year Degree, he shared some...
10. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of...

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1. 30 Percent of Consumers Use More Than Three Commerce Channels ATG, a provider of commerce solutions, announced the results of a consumer survey that was deployed to analyze how consumers use various channels as they research product and service options,...
2. Infusionsoft September Update: One Update, Several Great Enhancements - Story From: Infusionsoft Blog In our September software update to be debuted over the next couple weeks into all customers’ applications and delivers nearly one thousand enhancements, resolved defects and minor changes. Most of...
3. Will “Social” Startups Suffer the Same Fate as Early E-Commerce Pure Plays? - Story From: CRM Outsiders I was having an open discussion with an analyst today as part of a briefing about the latest version of Sugar 6, coming out in a couple weeks. This release...
4. CRM 2011 Chart Enhancements - Story From: Microsoft Dynamics CRM Team Blog With the advent of R7/Update Rollup 5 from CRM 2011.  The ability to modify charts within the CRM 2011 interface has grown.  However, if you want to take the user...
5. What Do Chris Brogan, Pam Slim & Gary Vaynerchuk All Have in Common? – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Brogan, Slim and Vaynerchuk do a stellar job utilizing social media to generate leads, grow their brands and serve an engaged online audience. In addition, they will also speak at...
6. 5 Questions To Ask Yourself Before You Buy Infusionsoft – Story From: The Official Infusionsoft Blog - Story From: CRM Blog Web-Based Contact Management Software Free Reviews Thousands have business owners made the switch to Infusionsoft for their all-in-one sales and marketing software. But what about those who haven’t switched? These questions are on the minds of...
7. 2012 Ultimate Marketer Finalist: Degree33 Surfboards - Story From: The Official Infusionsoft Blog As you have heard, we are introducing you to this year’s 2012 Ultimate Marketer Finalists who have the opportunity at InfusionCon to get up on stage and demonstrate how they...
8. 5 Resources to Help You with the Spring 2012 Release - Story From: The Official Infusionsoft Blog I can honestly say that I’ve never been more excited for a new version of Infusionsoft than I am for this latest release. The Spring 2012 Release brings with it...
9. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of...
10. Infusionsoft Marketplace Helps Users Find Apps & Partners Easily - Story From: The Official Infusionsoft Blog I’m happy to announce the new Infusionsoft Marketplace for our users so they can discover new apps and partners that helps their businesses succeed. The new Marketplace provides convenient access...

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1. My QuickBase Page gets another update… thanks to your feedback!
2. February Release – User Customization and Conditional Dropdowns
3. New QuickBase Features Released

1. Features, features, features – for Contact Management Software - Story From: BigContacts Product News One of the hardest things about building a product like BigContacts is deciding what features to include. Contact Management Software could potentially have a nearly infinite number of features. ACT...
2. Filling Out Surveys Pays Off! Survey Feedback Incorporated Into Upcoming Release - Story From: The QuickBase Blog. Get more connected. Be more productive. A little while ago, I asked some of you (our customers) to fill out a product feature survey. The goals of the survey were to assess your interest in adding...
3. Cross-Team Collaboration at QuickBase Inspires New Timezone Settings - Story From: The QuickBase Blog. Get more connected. Be more productive. I am a member of the Support Team here at QuickBase. If you’ve had issues and called up Support, it’s likely I’ve been on the other end of the phone....
4. Loving QuickBase Can Win You an iPad - Story From: The QuickBase Blog. Get more connected. Be more productive. This Valentine’s Day, help us make QuickBase feel extra special by sharing some PDA! When you stop and think about it, QuickBase is a lot like a significant other. You...
5. Easy Features in Infusionsoft - Story From: The Official Infusionsoft Blog I’ll admit that a few years ago when I first logged into my Infusionsoft application, I was lost and confused. If my manager asked me to create a Follow-up Sequence,...
6. Design Decisions: New List-User Field - Story From: The QuickBase Blog. Get more connected. Be more productive. For Sunday’s release we were excited to deliver one of our customers’ most requested features (among other enhancements)! Based on customer feedback, we designed the new List-User field to be a simple way...
7. Introducing Single Sign-On for QuickBase - Story From: The QuickBase Blog. Get more connected. Be more productive. Signing in to QuickBase just got a whole lot easier. Single Sign-On (SSO) enables greater security for your QuickBase account by allowing your corporate directory to provision users, while making...
8. Introducing 13 New Sales, CRM, Support and IT Templates! - Story From: The QuickBase Blog. Get more connected. Be more productive. We just came out with tons of new templates for customers and trialers to use and explore! With templates users can instantly create an application and begin using it, or...
9. 4 New Lead Generation Features - Story From: The Official Infusionsoft Blog The Spring 2012 Release has been historic in many ways for Infusionsoft. It debuted our new look and delivered the benefits that will enable small businesses to operate and grow...
10. New QuickBase Mobile: Get the Job Done Anywhere - Story From: The QuickBase Blog. Get more connected. Be more productive. We’re excited to announce that, as part of Sunday’s release, we are introducing major improvements to the QuickBase mobile experience! This is a substantial addition to the view-only version we...