One thing clients like is managed expectations. In that category, I’d give the 2013 ASCII Success Summit a big thumbs up. You

On the surface my Christmas tree, admittedly a work in progress, has very little to teach about Customer Relationship Management (CRM), But get into the branches (not the weeds LOL) and this tree is the meaning of life with respect to starting, owning and operating a business in the Small and Medium Business (SMB) space. Read on. 

This week I had the pleasure of providing the first of a series of training sessions for my colleagues at the Well Done Foundation not-for-profit (NFP) on utilizing the new Microsoft Dynamics CRM instance. At its core,