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

 
 

Dynamics CRM for Manufacturing

Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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7 Trends in How Client Expectations are Changing for their CRM Solution

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional […]

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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Over 100,000 HVACR Techs Needed in Next 7 Years

For HVAC service leaders, knowledge sharing is a top — and urgent — priority. One reason? New reports estimate 115,000 HVACR technicians will be needed by 2022 to fill jobs due to anticipated growth in the industry and the on-going retirement of baby boomers. Almost half of all technicians and installers will retire in the […]

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CRM 101 – Back to the Basics

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around for more than a decade, customer relationships are much different today than they were then. With the right partner, Dynamics CRM can deliver improved […]

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A Big Win for Service Companies and their Customers

Microsoft Dynamics CRM and FieldOne field service management software have come together. This is big news. And good news. Think of Dynamics CRM and FieldOne as a fork and knife. Both are incredibly useful and functional tools in their own right. Each has some rudimentary ability to do what the other does, though results aren’t […]

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Top 10 Reasons to use Dynamics CRM for Supply Chain Management

As supply chains become more globalized, software has become more critical to an organization’s success. An increasing number of firms—especially small and medium businesses—are now realizing how investing in SCM software can not only produce a strong return on investment, but can dramatically improve existing processes. In the past, price might have contributed to the […]

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Dynamics CRM 2015 for Manufacturers – What’s in it for You

Apart from creating top quality products, manufacturers can gain a competitive edge by providing excellent customer support. Connecting departments via a centralized system is key to delivering a consistent customer experience that helps retain existing clients and discover new ones. Customer relationship management (CRM) software is highly relevant for manufacturers and delivers best in-class tools […]

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