Today, customers are in control. But when they do interact with companies they expect more relevant, personal and timely communications than ever before. To deliver this more personalized experience, marketers must let consumer behavior be their guide and they must embrace marketing automation in order to do so efficiently. Join us on May 23 for [...]
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Used separately Microsoft Dynamics GP and CRM are powerful solutions trusted by countless organizations the world over. Dynamics GP makes it easy to handle your organization’s financials, supply chain, human resources, project management and business intelligence, while Dynamics CRM helps with the management of sales, customer service and marketing. But, when combined together these two [...]
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What do you think of when you think of maps? Vacations, treasure hunts, weather forecasts? Maps do more than display a place or how to get from one place to another. In sales, for example, maps let you visualize and conceptualize spatial relationships more easily than with rows and columns in spreadsheet data. Even better: [...]
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We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what’s [...]
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While elevators only go up and down, your elevator service business goes in many different directions. You need to make sure your elevators are working properly and that customers are satisfied, while growing your business. Provide your team with a tool stronger than what they carry in their toolbox – FieldBoss® with Microsoft Dynamics® CRM. [...]
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We’ve extended the use of Microsoft CRM to include Return Material Authorization (RMA) capabilities! Manufacturing and distribution companies can utilize this new solution to support RMA tracking, process automation, and reporting. Enable your team to effectively manage RMAs to: Leverage product tracking for authorized returns such as replacement, repair or simply un-wanted products Track multiple [...]
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Clarke Distribution Corp is a distributor of high end kitchen appliances, the most amazing appliances I’ve ever seen in the most gorgeous kitchens I’ve ever seen! You can take a tour of their showroom on the Clarke Web site. Anyway, they agreed to be part of our initiative to collect a variety of client videos [...]
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Yammer integration with CRM allows users to collaborate on customer and opportunity records within the UI of both platforms. Yammer users are alerted to deal updates and changes to customer statuses regardless of their access to MSCRM. Users of Microsoft CRM are able to post relevant customer information to Yammer from inside CRM records. Below [...]
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Multi-Currency in Dynamics CRM Is your organization in need of a customer relationship management system that can support transactional data in multiple currencies? If the answer is “yes”, then Microsoft Dynamics CRM may be the one for you. Dynamics CRM is a multicurrency system in which each system entity record (Opportunity, Quote, Order, Invoice, etc.) [...]
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So, you spend a lot of time researching the best CRM solution for your company. You involve people from your organization that you feel will bring great value in making a decision based on the individual’s perspective or job role. Meetings are held to discuss all the requirements, needs, and wants of the company. A [...]
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