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A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

Savvy businesses can gain control and insight into their business operations with an enterprise resource planning (ERP) solution. You can extend that insight and learn more about your customers with a complementary customer relationship management (CRM) solution.  When integrated, ERP and CRM can provide a 360 degree view of your customers from initial contract through […]

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Replacing inadequate business software with a robust enterprise resource planning (ERP) solution or customer relationship management (CRM) solution is not as easy as inserting a disk and clicking “run”.  A successful implementation takes time, commitment by different levels of management, and close attention to ensure key milestones are properly met.  Here are some tips for […]

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Anyone can say they offer 24/7 support and plenty of customer service representatives to take calls. From sales to troubleshooting, offering customer service is easy.  What is not so easy is actually anticipating what customers might need, reaching out to them through the best channels and at the right times. In the age of social […]

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Your company is ready to move away from the silos of data contained in spreadsheets, documents, wiki-pages, and the MS Access customer database that a former employee put together seven years ago. You’ve decided it is now time your company implemented a coherent, centralized, accessible, and coordinated software platform that will help you to better […]

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Like all great buzzwords, “engagement” is a term that perpetuates sloppy thinking. In channel management, engagement gets set up as a goal with the assumption that if partners are engaged then they’re selling. But really, engagement is only a symptom of the kind of relationship you want with your partners. This list of PRM best […]

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Get More Productivity and Save Thousands of Dollars with Dynamics CRM If you’ve considered Dynamics CRM, now is the time to try it and buy it. And this handy comparison helps you see the benefits in just a few seconds. We’ve illustrated the true cost and functionality differences between Microsoft Dynamics CRM and Salesforce and, […]

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Microsoft recently announced a new offering called “Sales Productivity”.  It is a solution that combines Microsoft Dynamics CRM Online Professional with Office 365 and Power BI. This powerful combination gives sales professionals the leading productivity tools that work seamlessly with business applications to enable them to do more and achieve more.  As a gold certified […]

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Social Media is widely accepted as an essential tool for marketing teams and customer service teams, but when it comes to sales teams the uptake has been slow. With potential customers typically being as much as 70% of the way through the sales cycle before they first make contact with your sales teams, it’s time […]

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Many companies have a “Charlie.”  He is a seasoned sales rep, who works at over one hundred percent, meets quotas, and is dependable.  Charlie calls on key accounts and hits his numbers consistently.  “Good old Charlie” – sale managers love him...   But, what if Charlie is making those numbers without calling on all prospects […]

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Having recently blogged on this same topic on the Altico Advisors company blog, I came to three realizations: It’s a topic I’m passionate about There’s a lot more to say than what I included in my original blog post To be a marketing-driven company and reap the rewards, you need a world-class CRM system Just […]

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