Cobalt Blog

How Associations Can Use Member Surveys to Improve Their Offerings

by Simon Owens on Sep 29, 2016 10:36:12 AM

Read More

Associations, ams, association management software, surveys

Microsoft Dynamics CRM Online and Office 365: A Match Made in Heaven

by Mary Davis on Sep 22, 2016 12:29:36 PM

Read More

Microsoft Dynamics CRM, Office 365, CRM

Bulk Update Record Owners Through SQL

by Nathan Hartmann on Sep 21, 2016 6:00:29 PM

Reassigning records in Microsoft Dynamics CRM can be useful, especially when a user of an organization decides to leave. What is not useful is when the process built into CRM fails to do so. This process can fail for a number of reasons including a process timing out, the process getting stuck on the “Reassigning records…” dialog, or third party code preventing such a thing from happening (if you own your product, this is actually a known bug depending on what version you are on). Rest assured – there is a simple solution to this, even though it’s not “supported” by Microsoft (it hasn’t caused any problems for current customers that need us to do this for them). This solution will only work for people who are using an On-Premise version of CRM and have direct SQL access.

Read More

CRM

Why your AMS Shouldn’t Do Everything

by Chris Capistran on Aug 31, 2016 6:30:12 PM

Read More

association management software

When Will Microsoft Make Its E-Commerce Play?

by Russell Inman on Aug 23, 2016 1:51:12 PM

Read More

Microsoft Dynamics CRM, e-commerce, oracle, salesforce

Dynamics CRM 2011 Holdouts: It’s Time to Upgrade

by Chris Capistran on Aug 8, 2016 2:33:52 PM

Read More

CRM, crm online, crm 2011

RFI, RFQ, & RFP: What’s the Difference?

by Russell Inman on Jul 13, 2016 4:34:45 PM

Read More

CRM, rfq, rfi, rfp

How We Built a Chat Bot for Dynamics CRM in 8 Hours at EXtremeCRM

by Michael Ochs on Jun 23, 2016 11:27:54 AM

If you’ve never attended the eXtremeCRM innovation challenge and you’re wondering what it’s like or whether you’re cut out for it, I can tell you it’s one of the most worthwhile things you’ll do as a CRM developer in your career.

Here’s a rundown of my experience:

Read More

CRM, extreme crm, chat bot

How Associations Can Use Their AMS to Improve Their Events Offerings

by Simon Owens on Jun 13, 2016 11:10:07 AM

Read More

Meetings & Events, ams, conferences

5 Questions to Ask a Potential Association Management Software Vendor

by Kristen Knox on Jun 6, 2016 4:38:08 PM

Earlier this year, my colleague Chris published an article about how associations are getting the process wrong when they search for new association management software (AMS).

Often times, he wrote, an association won’t perform due diligence prior to blasting out a request for proposal (RFP), even though most vendors publish a wealth of information online that will allow you to get a basic rundown of their offerings. This due diligence will allow you to eliminate most of the vendors that don’t meet the basic requirements you seek -- such as offering a responsive member portal or expertise migrating data -- and save a lot of wasted time in the process.

Read More

ams, association management software, vendors