Harvest Solutions

Spring 2008

Harvest Solutions Home
Headline Article
Product Updates
Tips & Tricks
Events
Training

PRODUCT UPDATES

Microsoft Dynamics CRM

Microsoft Dynamics CRM 4.0
Microsoft CRM 4.0 here! The additional features and fine-tuning of the interface establishes Microsoft Dynamics CRM as a solid contender in the CRM space all the way up to the Enterprise level customer without feeling overly daunting for the small company users. Here are some of the features you can look forward to:

  • Duplicate detection
  • Report wizards
  • Expanded advanced find functionality
  • Availability of mail merge in the browser interface
  • Usability of custom objects and fields in mail merge
  • Capturing of mail merges as attachments
  • Enhanced email tracking options (using an email tracking token or not)
  • Multi currency
  • End user selectable multi language support
  • Enhanced workflow capabilities
  • Enhanced data import capabilities
  • Enhanced integration with Outlook (CRM account names in the Outlook contact’s company field)
  • And much more…

Interested in learning more about Microsoft CRM 4.0 and how it can help enhance your business? Join us for our Launch event on May 13th in Providence, RI! For more information and to register, please visit: http://www.clicktoattend.com/invitation.aspx?code=123801

[ Top ]


SalesforceSalesforce.com

Connect Offline!
With Force.com Connect Offline, you can work on your key deals anywhere, anytime -- totally unplugged. Connect Offline uses the same browser-based interface as the online system. You can view, edit, create, and delete accounts, contacts, opportunities, leads, and activities with Connect Offline. In addition, you can view, edit, create, and delete custom object records that have a master-detail relationship with any account, contact, or opportunity that is included in your Briefcase. You can also add and update products and schedules on opportunities. Then when you’re back in the office, you can easily update the online system with your changes. Please note that this feature is available in Enterprise, Unlimited and Developer Editions. It is available for an additional cost in Professional Edition.

If you have any questions, please contact us. In New England, contact Jay Rivard at (781) 530-3736 x102 or jrivard@harvestsolutions.net. In Florida, contact Enrique Rairan at (954) 509-3761 or erairan@harvestsolutions.net.

[ Top ]


Headline Article
Product Updates
Tips & Tricks
Events
Training

 


© 2001-2009 Harvest Solutions
1050 Winter Street, Suite 1000
Waltham, MA 02451
781-530-3736
info@harvestsolutions.net