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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 Marketing

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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Customer Voice Propels Microsoft’s Business Forward Movement

I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya […]

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If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft […]

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Where Did My Leads Go? Using Account-Based Sales & Marketing in CRM

A strategy to win new accounts and strengthen relationships with existing customers.   Account-based Sales & Marketing programs are gradually being adopted by B2B organizations to target their best-fit accounts and deliver personalized communications to decision makers through a variety of media channels.  The account-based strategy approach flips the B2B sales funnel and aligns the […]

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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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Dynamics 365 – it’s not just for the sales team

When a company implements a CRM system such as Dynamics CRM, the first users are usually the sales team. This is logical as historically, CRM systems have focused on helping salespeople to track their leads and opportunities, and give sales managers better insight into the performance of the sales team. But with more modern CRM […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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What Will Be Included In The Marketing App for Dynamics 365 Business Edition?

Many companies are anxious to know what will be in included in the Dynamics 365 Marketing app. that is scheduled to be released in Spring 2017 for Dynamics 365 Business Edition. Although it is not finalized and details may change, we have seen some exciting preview information. We know that the current Microsoft Dynamics Marketing […]

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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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Improve the Customer Experience with CRM

Today’s marketplace is fast-paced and highly competitive. Businesses not only need to offer high quality products and services, but also offer an experience that keeps customers engaged and loyal. Understanding the customer journey and monitoring sentiments at each touch point can provide valuable insight into what drives customers. A customer relationship management (CRM) solution provides […]

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