Altico Advisors Conducts Microsoft CRM Webinar Series for Sales and Marketing Executives

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Altico Advisors, a Microsoft Certified Partner headquartered in Massachusetts, conducted a 2-part Microsoft Dynamics CRM Webinar series this Spring for sales and marketing executives. The format of each one-hour presentation was "A Day in the Life," a live walk through the daily tasks of a sales or marketing exec using Microsoft Dynamics CRM 4.0. Both sessions were recorded and are available for audio/video review at no cost through Altico Advisors.

Altico Advisors (http://www.AlticoAdvisors.com), a Microsoft Certified Partner headquartered in Massachusetts, conducted a 2-part Microsoft Dynamics CRM Webinar series this Spring for sales and marketing executives. The format of each one-hour presentation was "A Day in the Life," a live walk through the daily tasks of a sales or marketing exec using Microsoft Dynamics CRM 4.0. Both sessions were recorded and are available for audio/video review at no cost through Altico Advisors.    

Sample Agendas

"A Day in the Life of a Sales Exec Using Microsoft Dynamics CRM"
Creating new records
Tracking leads, prospects, and opportunities
Accessing real time sales data
Pipeline management
Generating quotes and orders
Workflow
Scheduling appointments

"A Day in the Life of a Marketing Exec Using Microsoft Dynamics CRM"
Lead & contact management
Marketing list management
Templates and personalization
Campaign generation
Response tracking
Processing "unsubscribes"
Reports and metrics analysis

The key feature applauded by participants was that Microsoft CRM is embedded in Microsoft Office Outlook and has the familiar look and feel of an application they use every day.

About Altico Advisors
Headquartered in Massachusetts, Altico Advisors implements and supports business, financial, and customer management software solutions for mid-market companies throughout New England. Altico is a Microsoft Certified Partner specializing in Microsoft Dynamics GP (Great Plains) and CRM systems for manufacturing, distribution, software development companies and service organizations. Altico also provides a wide variety of consulting and advisory services, such as outsourced financial services, business and IT strategy alignment, software selection, and business analytics. http://www.AlticoAdvisors.com

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MARCIA DORON
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