Powertrak Blog

Posts in Category: Microsoft Dynamics CRM

Axonom Attains Microsoft Gold CRM Competency 

2014 Microsoft Partnership Recognition
Posted by Michael Bauer 01/20/2014 Categories: Awards and Recognitions Interviews Microsoft Dynamics CRM

Today, Axonom announces it has attained a Gold CRM competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem.

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Use RFM To Score Your Customer Base 

Recency, Frequency and Monetary Value (RFM)
Posted by Michael Bauer 11/20/2013 Categories: Microsoft Dynamics CRM

You’ve heard the sage business advice that it is less expensive to retain customers than to acquire new ones and that existing customers can yield considerably more revenue than many businesses actually capture. Considering the fact that during uncertain economic times customers are more apt to purchase from established, trusted vendor relationships rather than enter into new ones.

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How to use a Dimensional Data Grid for Sales Forecasting 

Axonom adds dimensional data grid functionality to its Sales Forecasting module
Posted by Michael Bauer 10/24/2013 Categories: How Tos Microsoft Dynamics CRM

The dimensional data grid functionality adds additional flexibility to the Powertrak Sales and Product Forecasting module. Already equipped with in-line editable grids, the module gains the ability to present data dynamically over two related dimensions and to allow users to edit that data in-line.

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CPQ Products Hot in the CRM Marketplace 

What’s Hot: Streamlining Sales and Service with CPQ Products

A short while ago, Axonom (we) announced that our Powertrak Product Configurator and Partner Portal sales rocketed 350% in Q1 2013, leading to our best financial quarter in company history. The 2013 first quarter sales were driven by strong demand for cloud-based Powertrak Product Configurator and Partner Portal solutions.

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10 Reasons Why Customers Select Powertrak Product Configurator 

Why Customers Choose Powertrak Product Configurator

When it comes to choosing the right configure-price-quote (CPQ) solution, customers select Powertrak Product Configurator. Powertrak streamlines the quote-to-order process, delivers a secure eCommerce web shopping experience, ensures accurate proposals and orders via the cloud, on-premise, or mobile devices.

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Axonom Showcases SaaS Configurator at Socius Aspire Conference 

Axonom Demonstrates Powertrak Product Configurator v10.1 at Socius Aspire Conference 2013

On October 9, 2013, Gold Sponsor Axonom to demonstrate new features in Powertrak Product Configurator v10.1 at Socius’ Aspire Conference. The Aspire conference is held at the Hyatt Regency Columbus in Columbus, Ohio.

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Axonom Sponsors Armanino’s Dynamics User Conference 

Axonom Unveils Product Configurator v10.1 at Armanino Conference 2013

On September 19, 2013, Axonom to unveil the newest features in Powertrak Product Configurator v10.1 at the Armanino Dynamics User Conference. The Armanino conference is held at the Microsoft Technology Center in Mountain View, California.

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Microsoft Dynamics CRM 2013 Online Cost Structure 

Microsoft Corp. Releases Microsoft Dynamics CRM 2013 Pricing Tier
Posted by Michael Bauer 07/09/2013 Categories: Microsoft Dynamics CRM

Microsoft Corp. announces a new tiered pricing system for Microsoft Dynamics CRM 2013. In this post, we will cover the new pricing structure and a brief overview of changes, such as a new user interface, greater integration with social and collaboration tools, and more mobile support.

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You do not have sufficient privileges to view this chart 

How to fix the error "You do not have sufficient privileges to view this chart”

Recently, I had an issue where a customer logged in to Microsoft Dynamics CRM and could not see anything AT ALL. All links to accounts, contacts, calendars, and every other record type was missing. Third-party add-ons, such as Powertrak still appeared, but no native CRM entities were available.

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Powertrak Mobile CRM Drives User Adoption and Quality of Customer Data 

2 Degrees Ventures leverages Powertrak and Microsoft Dynamics CRM to securely store and connect strategic relationships, and collect and capture game-changing information via mobile devices
Posted by Michael Bauer 05/31/2013 Categories: Interviews Microsoft Dynamics CRM Web Portal White Paper or Case Study

This case study is of a company seeking a mobile survey solution for its field agents to conduct interviews with celebrities on behalf of Fortune 500 companies. Find out how Powertrak helps these agents capture interview information and then deliver analytics back to Fortune 500 companies. Download the 2 Degrees Ventures Case Study.

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Powertrak Wins Top 15 CRM Enterprise Software Award 

Powertrak Achieves ISM’s Highest Standard for CRM Software Solutions

Axonom announces that Powertrak v10 was selected by ISM Inc., Customer-Centric Business Strategic Advisors, as a Top 15 CRM Enterprise Software Award for 2013. This is the fourteenth time that Axonom has been named to the Top 15 Award roster. Discover what this award means to customers.

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Arbor Day Foundation Finds Solution To Manage Transactions 

Powertrak Portal and Microsoft CRM Help Large Nonprofit Cut Application Development Time by 300 Percent
Posted by Michael Bauer 04/09/2013 Categories: Microsoft Dynamics CRM Web Portal White Paper or Case Study

With the support of nearly one million members and partnerships with large public and private supporters, the nonprofit Arbor Day Foundation recognized the need to replace its aging CRM and Portal system with a flexible solution that the IT team could customize to manage interactions with an increasingly diverse group of supporting organizations.

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Powertrak Simplifies and Enhances Project Scheduling 

Axonom Adds Gantt Charts, Auto-Scheduler, Personal Calendars, and Resource Finder To Powertrak Service Revenue Software
Posted by Michael Bauer 03/28/2013 Categories: Events / Conferences Microsoft Dynamics CRM

Last week, in front of an estimated crowd of 11,000 Microsoft Dynamics’ customers, partners, and prospects at Microsoft Convergence in New Orleans, we unveiled new enhancement features to our cloud-based Time and Billing software.

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Where will Microsoft Dynamics Convergence be in 2014? 

We Predict The Next City To Host Microsoft Dynamics Convergence 2014
Posted by Michael Bauer 03/07/2013 Categories: Events / Conferences Microsoft Dynamics CRM

I know what you’re thinking, “C’mon, let’s get through Convergence 2013 before we start speculating about 2014.” Trust me, I don’t like spreading rumors but I just can’t help myself. I stumbled upon information about the location for next year’s Microsoft Dynamics Convergence.

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