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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.

 
 

Dynamics CRM for Non Profit

Comment un organisme à but non lucratif a pu optimiser ses opérations avec Microsoft Dynamics CRM

Action main-d’œuvre, un organisme à but non lucratif ayant pour mission d’aider les personnes à besoins particuliers à intégrer le marché du travail, cherchait une façon plus efficace de gérer ses opérations que l’utilisation de documents papiers, de documents Word et de tableurs Excel. L’information portant sur les participants, les membres du personnel et les […]

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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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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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How a Not-For-Profit Organization Has Optimized Their Processes with Microsoft Dynamics CRM

Action main-d’oeuvre, a non-profit organization with their mission to assist in the integration of people with special needs into the workforce, was looking for a more efficient way to manage operations other than through paper documents, Word files and Excel spreadsheets. Their problem was that the information on participants, staff members and partners was not […]

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How Microsoft Dynamics CRM Helps Charities & Non-Profits Grow

Single View of Each Supporter Microsoft Dynamics CRM captures all interactions with charity and non-profit donors, sponsors and beneficiaries in one application. Track any attribute or detail relevant to your supporter relationships including membership status, donation history, recent purchases, service case history, communication preferences and demographic detail. Further insight is gained in CRM by integrating […]

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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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How a Busy Nonprofit Simplifies Data Entry in Microsoft Dynamics CRM

The Bridgespan Group is a nonprofit, working with nonprofits, that uses Microsoft Dynamics CRM in a non-traditional and very creative way. That means the less data entry the better. The Bridgespan Group helps nonprofit and philanthropic leaders in the beneficial work of developing strategies and building organizations that inspire and accelerate social change. For example, […]

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