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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 Professional Services

Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all […]

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Insights from the Top: 3 Takeaways from a Financial Services Roundtable

Last month, we hosted a roundtable discussion with senior tech executives from a dozen leading financial services firms. While there was a great deal of lively discussion, the big three topics for the meeting were use of the Cloud platform, opening and improving internal lines of communication, and the state of cyber security. While the […]

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How Microsoft Dynamics 365 Helps Financial Institutions

Financial Institutions face many difficult challenges. In volatile financial times, investors are much more cautious and wary of where they invest their money. And with the growth of social and mobile technology, it’s increasingly important to keep up with the times. That is where Microsoft Dynamics 365 can help. Smart financial institutions have found that […]

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What Wealth Management Firms Need to Compete with Robo-Advisers

To reach the smaller investor, financial services companies have been offering automated investment advisory services, or robo-advisers. Now, Charles Schwab has announced it will be offering a hybrid of automated and human investment advice and portfolio management. Recently, Reuters reported that the new service, called Schwab Intelligent Advisory, service will offer a customized financial plan, […]

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Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?

A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]

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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 CRM Won’t Do For You

  CRM can provide significant benefits to any sales-driven organization that’s focused on customer service. And it can have a profoundly positive impact on internal processes and performance, both individually and organizationally. Despite CRM’s inherent ability to boost profits and deliver insights, there are some things that CRM simply can’t do on its own. Time […]

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Embracing a CRM initiative in the BFSI

Customer relationship management (CRM) is one of the most important phrases in the banking industry – or at least it should be. In today's financial world CRM should be linked with the following mission: "Gain a competitive advantage by identifying, attracting, and retaining profitable clients." Financial institutions today are facing the same challenge today as […]

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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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