Tag: tools

Strategies to keep your CRM data clean

With most CRM systems or for that matter any enterprise systems we often hear this saying “Garbage in Garbage out” about the data that resides in these systems. The reality is that most systems do have garbage data and each organization uses different methods to maintain/scrub/cleanse their data. Some organizations use a data warehouse where data is synced from different sources and normalized, the data warehouse is used as the master data source for all reporting and transactional data still remains in the same state. In another situation an ERP would be the source for the master data and all other systems like CRM would sync and integrate with the ERP data. But each system has its users and they too would like to maintain good data. In a modern system like Dynamics CRM, it provides a lot of methods to maintain your data. The following methods can be deployed to keep you data clean:- 

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Microsoft Business Intelligence (BI) Tools Can Jumpstart your BI Initiative

I often get asked about Business Intelligence and related tools, as dashboards and data integration have become so common today, and everyone wants “instant information”.  After all, aren’t we all information workers today?

Since my company is a Microsoft Partner, doing Dynamics (GP, SL and CRM) business applications, my first recommendation is to “look close to home”.  You may be surprised how much existing BI you already own and are not utilizing if you use Microsoft products.  (Dynamics, SQL, SharePoint, Office)  The Microsoft BI toolkit is not a lightweight player in the BI market, as you can see from the 2013 Gartner’s Magic Quadrant graphic below.

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