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Forceworks Blog
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About Forceworks Blog

Forceworks’ is a Microsoft Tier 1 SMB Champion Cloud Partner specializing in the deployment, migration and customization of Microsoft’s Cloud Solutions including Microsoft Dynamics CRM Online.

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  • Dynamics Marketing for the CMO

    Posted 5 days ago
    by Steve Mordue Steve Mordue
    There has been a lot of talk about Microsoft Dynamics CRM Online as a tool for both sales teams and service teams, and it does a great job for both. But what about marketing? Up until now, marketing has been an activity that Dynamics CRM Online provided...

  • Spoiler Alert! Your sales forecasts are B.S.

    Posted 28 days ago
    by Steve Mordue Steve Mordue
    Salespeople are an optimistic bunch. Their steadfast conviction that every deal they are working on is going to close seems to fly in the face of their historical track records. As a person responsible for projecting your organizations sales, or worse...

  • Microsoft Partner Teams Coming Soon

    Posted 2 months ago
    by Steve Mordue Steve Mordue
    In the very near future, your client’s criteria for finding a Microsoft Partner for their organization is going to change. Instead of  looking for a firm that has an in-house base of expertise across all of their needs, they might be more interested...

  • Taking InsideView aka Social Insights for Dynamics CRM for a Spin

    Posted 3 months ago
    by Steve Mordue Steve Mordue
    Microsoft recently announced a strategic partnership with InsideView to provide “Social Insights” capability to Dynamics CRM. This alone, is not news, there are many third-party features available for Dynamics CRM. What is news is that they...

  • Sure, I can show you a demo of CRM, but why?

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Sure, I can show you a demo of CRM, but why? I am not a fan of customer demos or trials. To paraphrase the infamous Tommy Boy, “Sure I could demo CRM for you, you can also get a good look at a T-Bone by shoving your head up a cow’s...

  • Social Media for SMB Success #FAIL

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Social Media for SMB Success #FAIL I admit, I bought it. I bought it so hard that I was actually speaking and training to SMB about the virtues of Social Media for the SMB. The reason I stopped ? I came to realization that it was all bullshit...

  • Unpacking the Industry Templates for Dynamics CRM 2013

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Unpacking the Industry Templates for Dynamics CRM 2013 So Microsoft just released the Industry Templates we have been hearing about for a while now for Dynamics CRM 2013 , there are 13 in all now. I am curious about the thought process that...

  • Clone records in Dynamics CRM 2013

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Clone records in Dynamics CRM 2013 This one comes up a lot. With so many new Dynamics CRM 2013 users that are familiar with Outlook, I am often asked “Where is the Add new contact from same company button in CRM?”. This seemingly...

  • Dynamics CRM Online 2013 Licensing Scenarios

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Dynamics CRM Online 2013 Licensing Scenarios In my last post I discussed the new Tiered pricing model for Dynamics CRM Online 2013. To recap; Microsoft has introduced three license levels: Professional @ $65/user/mon, Basic @ $30/user/mon...

  • Did the cost of Dynamics CRM 2013 go up?

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Did the cost of Dynamics CRM 2013 go up? This is the question I posed recently to Microsoft Execs. As a partner, I was informed about the new tiered pricing structure that is replacing the flat rate $44/user/month. The Microsoft team introduced...

  • Migrating away from Salesforce.com? Beware!

    Posted 5 months ago
    by Steve Mordue Steve Mordue
    Forceworks Migrating away from Salesforce.com? Beware! Salesforce.com is not a fan of customers who attempt to leave. I can’t blame them, nobody likes to lose a customer. When you start to lose a lot of customers, it can make you a little desperate...

  • Dynamics CRM 2013 – Feature Dive – Multi Select Option List

    Posted 6 months ago
    by Steve Mordue Steve Mordue
    Forceworks Dynamics CRM 2013 – Feature Dive – Multi Select Option List So you probably found this post as a result of a search for “Microsoft Dynamics CRM Multi Select Option List”, or something similar. Well, I have bad news...

  • Dynamics CRM 2013 – Feature Dive – Mobile

    Posted 6 months ago
    by Steve Mordue Steve Mordue
    Forceworks Dynamics CRM 2013 – Feature Dive – Mobile Spoiler Alert… Mobile is big. Being able to not only access, but actually utilize your CRM from a phone or tablet is going to change the way CRM has been used in the past. You no...

  • By: John Eccles

    Posted 6 months ago
    by Steve Mordue Steve Mordue
    Thanks for the blog Steve. You’re right, this is a great improvement to CRM which will provide real value to users.

  • By: Dynamics CRM 2013 Feature Dive – Guided Process - Forceworks Blog - Microsoft Dynamics CRM - Microsoft Dynamics Community

    Posted 6 months ago
    by Steve Mordue Steve Mordue
    […] Forceworks Dynamics CRM 2013 Feature Dive – Guided Process […]

  • Dynamics CRM 2013 Feature Dive – Guided Process

    Posted 6 months ago
    by Steve Mordue Steve Mordue
    Forceworks Dynamics CRM 2013 Feature Dive – Guided Process Microsoft Dynamics CRM 2013 has a lot of very cool new features; I could probably write a ten-page blog post on all of them, but I am way too lazy for that. Plus I can probably milk this...

  • The SharePoint Toolbox Series – Futureproofing

    Posted 7 months ago
    by Steve Mordue Steve Mordue
    Forceworks The SharePoint Toolbox Series – Futureproofing One of the often touted virtues of Software as a Service delivered via the Cloud is always having the latest release of whatever you may be using. That does sound pretty cool… I...

  • Good news: SEO is working, Bad News: SEO is working

    Posted 7 months ago
    by Steve Mordue Steve Mordue
    Forceworks Good news: SEO is working, Bad News: SEO is working Good news: SEO is working, Bad News: SEO is working  Congratulations! All those dollars invested in your website and SEO have finally paid off and your traffic is through the roof. You...

  • WPC is now in the rear view mirror

    Posted 8 months ago
    by Steve Mordue Steve Mordue
    Forceworks WPC is now in the rear view mirror WPC is now in the rear view mirror Well, I will have to say, WPC was a blast. I know it was a couple of months ago, but this is the first chance I had to write about it. Microsoft’s annual conference...

  • New Dynamics CRM deployments now 10:1 over Salesforce

    Posted 8 months ago
    by Steve Mordue Steve Mordue
    Forceworks New Dynamics CRM deployments now 10:1 over Salesforce New Dynamics CRM deployments now 10:1 over Salesforce As some of you may know, Forceworks started out as a Salesforce.com shop. The name of our firm was actually a play on words. One...

  • What can CRM do for SMB? (Part 6, Marketing)

    Posted over 1 year ago
    by Steve Mordue Steve Mordue
    Forceworks What can CRM do for SMB? (Part 6, Marketing) What can CRM do for SMB? (Part 6, Marketing) Customer Relationship Management is pointless with customers. Getting customers is the result of two efforts: Marketing, to generate interest, and...

  • What can CRM do for SMB? (Part 5, Customer Service)

    Posted over 1 year ago
    by Steve Mordue Steve Mordue
    Forceworks What can CRM do for SMB? (Part 5, Customer Service) What can CRM do for SMB? (Part 5, Customer Service) We have covered the four basic cylinders of CRM, Leads , Opportunities , Contacts and Accounts . These are the four basic cylinders...

  • What can CRM do for SMB? (Part 4, Accounts & Contacts)

    Posted over 1 year ago
    by Steve Mordue Steve Mordue
    Forceworks What can CRM do for SMB? (Part 4, Accounts & Contacts) What can CRM do for SMB? (Part 4, Accounts & Contacts) Okay, so far we have gone through “high-level” overviews of Leads and Opportunities . This post will be...

  • What can CRM do for SMB? (Part 3, Opportunities)

    Posted over 1 year ago
    by Steve Mordue Steve Mordue
    Forceworks What can CRM do for SMB? (Part 3, Opportunities) What can CRM do for SMB? (Part 3, Opportunities) In my last post, I discussed the concept of a Lead . The Lead was ultimately qualified (turned into) an Account, a Contact and an Opportunity...

  • What can CRM do for SMB? (Part 2, Leads)

    Posted over 1 year ago
    by Steve Mordue Steve Mordue
    Forceworks What can CRM do for SMB? (Part 2, Leads) What can CRM do for SMB? (Part 2, Leads) In my first post  in this series I tried to show how spreadsheets and email clients really don’t cut it for meaningful client relationship management...
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