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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 Vertical Industries

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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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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Construction Companies Benefit from Dynamics 365 CRM

With today’s tough economic conditions, construction companies are finding it increasingly difficult to win projects and keep up with the competition. Unless they adopt better software tools to manage their sales process they’ll continue to struggle. CRM software uses cutting-edge technology to standardize your sales process and give you valuable insight into all aspects 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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How Financial Advisors Use CRM to Meet DOL Fiduciary Rule Requirements (and Strengthen Customer Relationships in the Process)

Scheduled to go into effect on April 10, 2017, the Department of Labor (DOL) Fiduciary Rule is a hot topic among financial advisors including broker/dealers, asset managers, and wealth managers because it has a dramatic impact on how financial advice is given in the United States. The rule's goal is certainly worthy. It protects investors by requiring financial advisors […]

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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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Make “Know Your Client” Compliance Easier with CRM

Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our […]

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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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Medical Device Manufacturer Follows Through on Commitment to Customers – 17 Amazing Customer Experiences With Dynamics CRM

For manufacturers and distributors today, the relationship with the customer doesn’t end with the sale. Supporting customers with services, documentation or even a recall requires commitment after the sale. The challenge A medical device manufacturer serves a broad range of customers, from medical patients to athletes to health providers. With separate systems to manage different […]

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Coffee Distributor Communicates with Customers Across Channels – 17 Amazing Customer Experiences With Dynamics CRM

Customers today expect to be able to communicate with vendors through multiple channels and on any device. The challenge A growing number of the hotels and specialty store customers of an upscale coffee processor and distributor were asking for easier ways to place orders than by phone. The solution To support multi-channel communications, the company […]

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