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

 
 

 

Are you attending Microsoft Convergence 2015 in search of solutions to augment your Microsoft Dynamics investment? More specifically, solutions that automate the quote-to-cash cycle, reduce lead-to-order time, and streamline the quoting and ordering process? If that’s the case, you will find a quite a few Configure, Price, Quote (CPQ) software applications in this year’s Expo […]

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Microsoft Dynamics CRM is a fast, flexible and reliable CRM solution that helps manage customer information across different functions such as Marketing, Sales and Service. Here are the top 5 ways Microsoft Dynamics CRM can benefit your business: Integration with Microsoft Office and Office Outlook Microsoft Dynamics CRM easily integrates with tools like Microsoft Word, […]

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When you get asked what you do for a living, do you ever think, ‘What don’t I do?!’   If your one job title does not reflect your diverse responsibilities, you are not alone. I have been in marketing and business development for small businesses for most of my professional career. In those years I’ve […]

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On their corporate YouTube channel the Microsoft Dynamics CRM provided this new video for Microsoft Dynamic CRM 2015 In this short video, Tony discusses several improvements to the configuration of the Microsoft Dynamics CRM for outlook add-in. We will also explore the new authentication capabilities introduced with Oauth, upgrade path and discontinued support. Watch now […]

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After you make the sale, what tool do you use to track project costs, tasks and milestones? Microsoft Excel Many people use Microsoft Excel to manage projects because it is free and everyone has access to it. You can even download some helpful Excel project management templates online. However, using Excel is not ideal because […]

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Some of you may think about Microsoft Office, your desk-top software applications for managing your email, contacts and calendars. Maybe you think about Word, Excel, and PowerPoint because you use them every day. Some of you may think about the giant corporation that always seems to be in news, for better or worse. Some of […]

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Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a new client, and that in 50% of the cases, the sales process will pause completely before a prospect will ultimately decide to buy. It can […]

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If your account reps could sell more, marketing could target better, and customer service was more responsive to key accounts, life would be great, wouldn't it?  It may not be as hard as you think using CLV with Microsoft Dynamics CRM.   You’ve probably heard that it costs less to keep and grow an existing […]

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Social media is no longer the wave of the future, its impact is happening right now and if you’re not engaged with your customers and prospects, you’re not only missing out, but could be tarnishing your reputation. No matter if you are b2b or b2c, your customers are online looking for information about you, talking […]

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Security is always an important consideration when investing in software. When that software contains your customer list, all of your sales opportunities and key pieces of your marketing machine, it becomes a primary concern. With barely a week going by without stories of data breaches involving cloud services, it’s natural for customers to ask “How […]

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