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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

You have assembled a top-notch team of sales professionals and each one brings to the table unique skills and specialties.  Leverage your team and their contacts by providing a powerful tool that can support their efforts to open new doors to prospects and turn leads into sales. The most successful sales professionals have developed a […]

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As the internet connects people to a world of data, customers are more educated throughout their buying process. To negotiate and close the deal, salespeople need to be equally well armed with data. The challenge A cosmetics manufacturer was losing deals because their sales people were unable to negotiate contracts quickly. After visiting a customer, […]

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  The 2016 CRM update brought with it a lot of changes that will really help you drive business this year. One of these changes is a feature called Voice of the Customer. Basically, what this feature does is help you gather customer feedback so you really understand what's resonating with your clients.   Once […]

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When it comes to selecting the vendor for your CRM project, your drive would be to quickly get the best possible solution at the lowest price, wouldn’t it? At the same time, your prospective vendors’ drive would be to outcompete other bidders by all available means, including this notorious overpromising you can sense miles away […]

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According to Merkle, over 63% of CRM implementations fail?   Make your Dynamics CRM Implementation a success by working with a Microsoft CRM partner to empower your solution and revolutionise your business.   When implementing CRM you must ensure that you look clearly at what your business needs.  Look at the pain points first.  Think about […]

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Microsoft Envision is April 4 – 6, 2016 New Orleans, LA and the ERP Software Blog will be well represented. The sponsors and exhibitors at Microsoft Envision represent the best and the brightest technology innovators in the industry today. The expo at Microsoft Envision brings you the unique opportunity to identify, investigate and evaluate your […]

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CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template. The new process allows users to select a primary entity and then choose both a 1:N and N:N relationship. Unfortunately, […]

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In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now let’s share the good news about the advantage of an integrated solution. Advantages of integrated Project Management solutions How well any Project Management (PM) software […]

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Your loyal customers are online and so are many potential prospects.  Social networking sites are a popular forum for customers to research your company and products or services, as well as share information with peers.  Having an online presences is a start, however, if you aren’t fully connected with these online sites you could be […]

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