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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.

 
 

 

Heartland Dental, a dental services and support firm based in Effingham, Illinois, engaged TopLine Results to guide them in transitioning from a contact management system to CRM. In the more than ten years that they have worked with TopLine Results, Heartland Dental’s business has grown ten times. This growth was the catalyst for Heartland Dental […]

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If your company is researching CRM software solutions, no doubt on-premise vs. cloud deployment is a key question on your list. For good reason, this is a high priority debate among prospective CRM buyers. That is true because a case can be made for either type of deployment. Making technology investments for your company involves […]

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I recently reviewed a new tool Microsoft is offering called Power BI.  It’s a reporting tool with a friendly interface for creating dashboards that can connect to multiple data sources within your organization.  This is a great benefit to those who want to analyze and track trends across multiple applications within their company in one […]

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The focus for the latest release for Microsoft Dynamics CRM 2016 primarily hovers around 4 key pillars: productivity, intelligence, mobility and unified service. Microsoft sees these as the principal areas to help users become more productive in their daily activities. This latest release for Microsoft Dynamics CRM 2016 is now available for all new CRM […]

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Amazing customer experiences don’t happen every day, but they could if you have the right tools. Microsoft Dynamics CRM Online is built, and continually improved, to provide exceptional customer service in any number of amazing ways. Take a look at our Infographic: 6 Ways to Create Amazing Customer Experiences with Microsoft Dynamics CRM Online. The […]

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After a grueling year following up on leads and closing deals it can be tempting for team members to take their foot off the gas and coast it out till the new year. However, with this sales checklist you can keep your team motivated to reach their targets and end the year with a bang! […]

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One of the most interesting features of Dynamics CRM 2016 is the Interactive Service  Hub. The interactive service hub seems to be a preview of more changes to come - all for the good - for Dynamics CRM. At its heart, the interactive service hub is a separate interface for Dynamics CRM, focused solely on the […]

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Most sales team managers are very busy people weighed down by major responsibilities, including the company’s success. That’s why many of them decide to use a cost-effective CRM tool! Most sales team managers are very busy people weighed down by major responsibilities, including the company’s success. That’s why many of them decide to use a cost-effective CRM tool!

Those sales team managers must make sure that sales efforts are optimally allocated. They know that a lack of organization on their sales team will spell a lower bottom line for their company.

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Microsoft has been talking about the new release of Dynamics CRM 2016 for months now and it is finally out - along with a TON of documentation and videos.  Most of the documentation pieces not only highlight new features, but also provide a way for you to customize the content for your organization.    This post […]

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Are you thinking of making the switch to Dynamics CRM in 2016?  For many organisations taking the next step to a new CRM solution can revolutionize it, helping it to become more efficient, joined up and ultimately drive sales.  But when do you know it's time to invest in a new CRM solution, and move […]

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