About Mike Moran

Mike Moran has worked with mid-market organizations to help them use their systems to achieve their business goals for more than two decades. Moran’s passion is helping organizations align their business and technology goals, then identify and implement solutions that increase operational efficiencies, improve the customer experience, and drive more profitable revenue. Mike has provided strategy and guidance for organizations looking to implement CRM solutions for more than 10 years. He also has directly assisted a number of sales teams to use their systems more effectively and increase their utilization by connecting how the system can help them establish and build their relationships – not just update administrative information. The Affiliated CRM team has implemented well over 100 CRM systems for clients ranging from the manufacturing/distribution/supply chain industries, to professional and financial services firms, to healthcare, and a number of specialty social service not-for profits needing the ability manage and support their client bases. The Affiliated team, a member of the Microsoft Partner Network certified in the Dynamics 365 (CRM for sales, customer service, and marketing) solutions, has won numerous Microsoft awards including the U.S. Central Region Partner of the Year, and Heartland Area awards for Business Transformation and Customer Satisfaction & Experience. Moran co-founded Affiliated in 1993 as an ERP implementation and software development firm. Affiliated became a Dynamics partner in 2005. As president, he leads Affiliated’s company-wide strategy, marketing, and corporate development activities. The Company has grown into a technology and business consulting company serving growing and mid-market businesses throughout Ohio and the midwest.

Author Archive | Mike Moran

Mobile Application with Microsoft Dynamics CRM Improves Agent Productivity and Achieves 100% CRM Adoption

Summary Since 1991, Phillips Edison & Company has specialized in the acquisition, leasing and operation of grocery-anchored neighborhood and community shopping centers. Today the Cincinnati, Ohio-based company owns and manages more than 29 million square feet of retail properties, building a portfolio of more than 280 assets worth $1.8 billion in 35 states. In addition […]

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Increase Operational Efficiency with Microsoft Dynamics CRM

Summary In 2007, MB Senior Solutions was formed to provide health plan guidance to retirees. Since its launch, MBSS has become one of the largest advisors in the Midwest, specializing in Medicare and supplemental health plan selection. Currently, health plan guidance is offered under its RetireMED®iQ brand, which has advisory centers in Dayton, Cincinnati, and […]

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Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRM

Summary Founded in 2005, the Voluntary Carbon Standards (VCS) program has become one of the world’s most widely used carbon accounting standards. Operated by the Voluntary Carbon Standards Association (VCSA), the VCS program has revolutionized the voluntary carbon market by developing trusted tools, such as standardized methods that streamline the project approval process, reduce transaction […]

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Affiliated Helps Health Advisory Firm Increase Operational Efficiency with Microsoft Dynamics CRM

Check out our latest Dynamics CRM customer success story for MB Senior Solutions: Challenge MB Senior Solutions (MBSS), a leading health care advisory service for retirees in the Midwest, saw opportunities for tremendous growth but first needed to improve the way it managed its business data and intelligence to attract and retain customers. Solution Affiliated implemented […]

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CRM Webinar 10/29 – 3 Reasons Why an Annual CRM Review is Important

If your company is conducting your 2015 business planning, make sure you include a CRM review. Where does your organization stand and how well are you positioned for the year ahead? What are the business goals for your team and are your sales tools fully aligned for maximum performance?   Do you have a plan to… […]

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Webinar April 23 – Best Practices in Guided Business Processes in Dynamics CRM

If you’re a current Microsoft Dynamics CRM user, ask yourself: • Are you leveraging the guided business process? • Are your processes somewhat complicated? • Have you tried to create that dashboard chart and failed? • Have you had problems generating complicated pipeline reports for your processes? If you answered “yes” to these questions, you will want to join […]

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Dynamics CRM Webinar – March 25 – Using Metrics, Sales, and Marketing Automation to Boost Your Business Results

Join us on March 25 at 12:00 p.m. ET for an informative webinar “Using Metrics, Sales, and Marketing Automation to Boost Your Business Results” and see first-hand how Microsoft Dynamics CRM can help by delivering greater business agility, performance, and bottom-line results. We’ll explore why many companies are turning to CRM software like Microsoft Dynamics CRM, as an integral business application […]

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Affiliated’s Bill Owens to Speak on Microsoft Dynamics CRM Adoption Best Practices and Governance at CRMUG Summit 2013

Bill Owens, CRM Practice Manager at Affiliated, a leading Ohio technology and professional services company, will be speaking at the upcoming CRMUG Summit 2013 to be held October 21-24, 2013 at the Tampa Marriott Waterside in Tampa, Florida. Owens will be presenting three sessions, “User Adoption: Adoption using Organizational Change Management” where he will discuss ideas […]

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Dynamics CRM Event – September 26 – Get the Latest Dynamics CRM Tips and Trends

Whether you’re currently using CRM or looking to learn more about how it can help your business, you won’t want to miss Affiliated’s Business Technology Solutions Showcase event on September 26 in Dublin, Ohio! The showcase event will feature sessions focused on CRM 2013’s new features, power user training, and innovative uses of CRM for marketing automation, […]

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Don’t Miss! Dynamics CRM Webinar – Innovative Ways to Increase Revenue and Improve Customer Service

If you’re interested in generating more qualified leads and closing deals faster then join us on June 12, 2013 at 12:00 p.m. ET for an informational webinar, “Innovative Ways to Increase Revenue and Customer Service Effectiveness with Microsoft CRM“, and explore what Microsoft Dynamics CRM can do for your organization. Attend the webinar you will learn how you […]

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