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That's How I Rollerboard…

The Official Blog of Max Effgen

That's How I Rollerboard…

The Official Blog of Max Effgen

Sales Pipeline process changes…

Max Effgen, March 22, 2009

In my experience, pipeline/forecast is one area of a CRM system that seems to change frequently. I have seen this both from the consulting side and as a user. Not going to comment on whether it is right or wrong, just that it happens, often, as a matter of fact in many organizations. Been spending some time getting up to speed with Microsoft Dynamics CRM 4.0 as I have not seriously looked at it since the 2.0 version. I am impressed with the Windows Workflow Foundation to automate much of the process configuration. The product has really come along way. The improvements could really automate a change in process so that users still actually use the CRM application. Happier users, better CRM.

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Max Effgen

Max Effgen

Builds and grows technology companies as an entrepreneur and angel investor backing early-stage companies in AI, health and wellness, ultra-low power radio, and enterprise software. Snowboarding, baseball, swimming, running, coaching, photography, backpacking and skyscraper stair climbs happen off the clock. Also, I am a SABR Contributor, live in Seattle and from Chicago.

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