While elevators only go up and down, your elevator service business goes in many different directions. You need to make sure your elevators are working properly and that customers are satisfied, while growing your business. Provide your team with a tool stronger than what they carry in their toolbox – FieldBoss® with Microsoft Dynamics® CRM. [...]
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We’ve extended the use of Microsoft CRM to include Return Material Authorization (RMA) capabilities! Manufacturing and distribution companies can utilize this new solution to support RMA tracking, process automation, and reporting. Enable your team to effectively manage RMAs to: Leverage product tracking for authorized returns such as replacement, repair or simply un-wanted products Track multiple [...]
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Clarke Distribution Corp is a distributor of high end kitchen appliances, the most amazing appliances I’ve ever seen in the most gorgeous kitchens I’ve ever seen! You can take a tour of their showroom on the Clarke Web site. Anyway, they agreed to be part of our initiative to collect a variety of client videos [...]
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Yammer integration with CRM allows users to collaborate on customer and opportunity records within the UI of both platforms. Yammer users are alerted to deal updates and changes to customer statuses regardless of their access to MSCRM. Users of Microsoft CRM are able to post relevant customer information to Yammer from inside CRM records. Below [...]
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Multi-Currency in Dynamics CRM Is your organization in need of a customer relationship management system that can support transactional data in multiple currencies? If the answer is "yes", then Microsoft Dynamics CRM may be the one for you. Dynamics CRM is a multicurrency system in which each system entity record (Opportunity, Quote, Order, Invoice, etc.) [...]
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So, you spend a lot of time researching the best CRM solution for your company. You involve people from your organization that you feel will bring great value in making a decision based on the individual's perspective or job role. Meetings are held to discuss all the requirements, needs, and wants of the company. A [...]
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If a consultant tells you that your CRM should provide a “360 degree view of the truth” it’s like a coach instructing his players to “go out there and give it all you’ve got”; it’s true, but not particularly useful. When it comes to customer Truth in CRM, the key realization is that you’ve probably [...]
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Customer buying cycles are radically changing, and CRM software has to evolve to keep up. In an interview at Convergence 2013, Seth Patton, Senior Director of Marketing for Microsoft Dynamics CRM gave his thoughts on customer buying trends, the changing role of marketing, and how Microsoft Dynamics CRM plans to embrace these changes with the [...]
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Most businesses depend on successful marketing campaigns to drive sales and expand their reach to new customers. From planning to carrying through, a marketing campaign involves a great deal of information, and Microsoft Dynamics CRM (http://mig.com/Software-Solutions/Customer-Relationship-Management-CRM/Microsoft-Dynamics-CRM) makes it easy to organize and keep track of all that information. When you are planning to start a [...]
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“He who walks in the middle of the road gets hit from both sides.” – George P. Schultz Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question [...]
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