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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 Sales

Productivity platform? It’s not enough!

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal […]

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Give Your Customers Self-Service – Your “Portal” to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you finding yourself 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 […]

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It Takes a Team to Raise an App

We recently got our first business application (app) published to the Microsoft AppSource. Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. […]

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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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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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Mobilizing Sales with Microsoft Dynamics CRM

Mobilizing the way your company does business and solidifies sales is one of the first steps in creating a successful business model. Providing sales and service personnel with data like inventory availability and current pricing, creates this ability to do business on-the-go. Having to wait to receive a quote for several days gives customers the […]

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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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Schedule More Sales Appointments with Integrated CRM Mapping

Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM. InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales. With CRM […]

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