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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.

 
 

 

When the game changes, so must the players. Access to information has changed the way that consumers interact with businesses, which has in turn changed the way that organizations market to their prospects and customers. Marketers must now focus on getting the right message to the right person at the right time, rather than using […]

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When the products and services a company sells are complex, the sales person can only take the deal so far. They need the experts of the organization to provide the full story to customers. The challenge A leading financial services firm provides a variety of investment programs to credit unions. When a credit union wanted […]

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Le module de ventes est généralement l’un des premiers modules à être implanté puisque les comptes et les clients sont au cœur des affaires de toute compagnie. Comme plusieurs départements reposent sur l’information client, il y aura beaucoup de demandes et d’exigences provenant des différents secteurs de l’entreprise. Voici quelques questions que vous devriez vous […]

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If your organization is using CRM as a platform for deploying applications in multiple lines of business, you’re challenged with coordinating all those separate initiatives on track while taking advantage of economies of scale. In this 2-part blog series, we discuss how governance can help you get the most from your CRM investment. How do […]

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  A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just […]

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Next Wednesday, June 22nd, join us for our free webinar as two of the leading CRM solutions face-off in a comparison battle. Microsoft Dynamics CRM provides both an On-Premise offering as well as CRM Online/SaaS (software as a service) while Salesforce is the world leading cloud-based CRM solution. In this webinar we will dig in […]

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As I rolled out of bed Monday morning I flipped on my iPhone and the first thing I read was the stunning news that LinkedIn had agreed to be purchased by Microsoft for $26.2 Billion. As a Dynamics CRM user and partner with a love/hate relationship with LinkedIn my first thoughts were "How will this help […]

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Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

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As our world becomes more interconnected than ever, businesses are finding that value is shifting from the individual to the team as a collaborative whole. Resilient, high empathy teams are found to drive the best results and outcomes for businesses, but is your CRM system ready to handle this change? Microsoft CRM can help you […]

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Integration of your CRM system and Search Engine Optimization can take your business prospects and turn them into leads. Search Engine Optimization (SEO) is all about driving traffic on the web to your business site by strategically placing certain keywords and phrases that will make it appear more frequently in different search engines, such as […]

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