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    Keep up with the latest and greatest news, events and knowledge from the Magnetism team.

Megan Walsh Blog





  • 09 Sep

    Customer Relationship Management: What, Why, How


    In this, my final blog post for Magnetism, I would like to reflect on some key principles of Customer Relationship Management that I have learnt during my time in this role. Whether you are a CRM developer or sales person, an avid CRM user or a CRM newbie I think sometimes its good (and necessary) to return to the age old question “What is CRM and why do we do it?”

    My favourite definition of CRM comes from boostmyproduct.com’s Terms Glossary in which Customer Relationship Management is defined as “a business strategy designed to reduce costs and increase profitability by ...

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  • 24 Aug

    Using Web Forms to Create Data Entry Efficiencies with Microsoft Dynamics CRM 4.0


    It is often said in our industry that the value of your CRM system is directly proportional to the quality of the data inputted. Microsoft Dynamics CRM has the ability to capture a myriad of information about your customers, some of which is always valuable (required), some of which is good to know in most cases (business recommended) and some of which is nice to have but not necessarily known (no constraint). Field constraints are great for indicating to the user which category each field falls under, however the user often still needs to tab through the unnecessary fields to ...

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  • 12 Aug

    Automated Proposal Generation with Microsoft Dynamics CRM 4.0


    The first full time job I had was as a receptionist for a recruitment agency in Sydney, Australia. One of the most important lessons I took away from that job is that ‘we are all in sales’. Sales drives success in any business and recently we have been approached by several organisations who are looking to make their sales process easier and more efficient. The ‘out of the box’ sales module of Microsoft Dynamics CRM 4.0 is a fantastic place to start with built in features such as Lead and Opportunity tracking and quote, order and invoice management.

    However, the ...

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