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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Sabrina Zimara, DFC Consultants

Am I ready for a CRM Demo?

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So you’ve made the decision that you want to bring in a Customer Relationship Management system or at least explore it more closely.   Do you run to the nearest phone and schedule a demo?  No!  Surprised?  Don’t be because there are few things you’ll want to solidify before you reach out to a vendor.

Take time to look at your business and determine the following:

  1. What are your requirements of the system?
  2. What improvements do you want to see with a new system?

Once you have a clear understanding of what you need and want in a new system, it’ll make it much easier to decide which CRM system is a fit.   At DFC Consultants, we like to sit down with each prospective customer and conduct a business analysis meeting to understand your requirements and processes and discuss desired outcomes for your system.   Then we can provide a customized demo to show you how  Microsoft Dynamics CRM can meet those needs and improve your processes thus making your business more effective and efficient.   If you would like to schedule a free business analysis meeting, contact DFC Consultants at 800-277-5561 or email [email protected]

 

DFC Consultants is a Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and GP. Since 1989, DFC has been providing accounting software solutions, training, and support in our offices in Fargo, Bismarck, and Dickinson, North Dakota.  Our passion is to assist clients in meeting their goals with professional services and powerful business solutions.

 

By Vanessa Veflin, DFC Consultants,  North Dakota CRM Partner

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