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Altico Advisors Conducts Microsoft CRM Webinar Series for Sales and...

Altico Advisors (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. www.AlticoAdvisors.com

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