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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Choosing a Microsoft Partner

Implementing Dynamics 365 at a Small Business – a Blueprint

enCloud9 specializes in working with small to midsized businesses to implement Dynamics 365 in their organization. We shy away from cookie cutter projects and instead work with the client to make Dynamics 365 work with the client's business in the most effective way possible. So even though each project is unique, they all have a certain […]

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CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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Can your business benefit from Microsoft Dynamics 365?

What is Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 is a CRM (customer relationship management) tool that successful companies use to manage and analyze customer interactions and data. CRM is the fastest growing segment of business software today. The goal of a CRM is to improve business relationships with customers, help business to improve customer service, and drive sales. To read […]

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The Transition to Microsoft Dynamics 365 – Part 2

In today’s blog post, I want to review the transition pricing for a small to mid-size customer using a typical customer example. This transition from Microsoft Dynamics CRM to Microsoft Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information […]

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The Role of the Modern CRM Platform – Loyalty and the Customer Experience

There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that helped direct them to what they needed. “The bulk of B2B purchasing decisions take place before a customer contacts a supplier.” Today’s customers are much more […]

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6 P’s of a Successful CRM Implementation – Choosing a Product and Partner

CRM implementation offers a rewarding step toward improving your business for both your customers and your employees. But a CRM implementation not driven by goals and proper planning can turn into an uphill battle to measure your ROI, as well as achieve the most benefits. Reaching your CRM goals is simply a matter of certain principles and […]

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How Much Should I Budget for the Cost of Microsoft Dynamics CRM?

One of the toughest challenges facing many organizations and businesses considering Customer Relationship Management (CRM) software is knowing how much to budget for a system. It can be difficult to gauge because of the variables involved.  License costs, maintenance fees, installation costs, and service costs all play a role in the total budget number. Happily, […]

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What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM

  A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just […]

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Which is Better, Microsoft Dynamics CRM, or Salesforce?

We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to […]

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Red, White and Blue, All Out but You: A Scorecard for CRM Vendor Selection

When it comes to selecting the vendor for your CRM project, your drive would be to quickly get the best possible solution at the lowest price, wouldn’t it? At the same time, your prospective vendors’ drive would be to outcompete other bidders by all available means, including this notorious overpromising you can sense miles away […]

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