CRM 4.0 Concepts: What are Leads, Contacts and Opportunities?

One of the most frequent questions I’ve come across from new clients is: “What’s the difference between Leads, Contacts and Opportunities in Dynamics CRM?” This topic comes up because older contact management systems typically don’t have separate repositories for Leads, Contacts and Opportunities. These clients are used to having all that information lumped together in [...]

Xobni: an intelligent filter for your Outlook Contacts (free beta download)

Having Xobni in Outlook, I’ve noticed it’s starting to fundamentally change the way I view my Outlook contacts. It’s like a dynamic mini-dashboard for your e-mail contact history and metrics. The easy way to remember Xobni’s name is that it’s an anagram of the word Inbox. After installation, Xobni takes a few minutes to index [...]