Articles By: Rob Triggs, CRM Dynamics Ltd.

Back to Basics - The Fundamentals of CRM

In these hectic times of pandemics, working from home, and being moved to an online centric work experience, it is understandable that learning new skills, and refreshing old ones, may have been lost as background noise. If you know what I am talking about – no need to fret, you have come to the right …

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3 Reasons to Read our Latest Case Study on canfitpro

Canfitpro is the largest provider of fitness education in the Canadian industry. Founded in 1993, the company strives to deliver accessible, quality education to over 24,000 members including other member services such as tradeshows, conferences, and certifications. To help maintain their member-driven education company and continue to deliver as a voice for fitness professionals canfitpro …

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Book your Envisioning Workshop Today!

Build, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst—an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud. An envisioning workshop is a session taken from the Microsoft Catalyst process designed to help organizations accelerate their journey into becoming a digital …

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7 Reasons to choose Microsoft Dynamics Marketing

The importance of Marketing to your operation can’t be stressed enough. Without attracting the right attention at the right time, your business can stall. Even with the best sales professionals and processes, you need the right tools on the Marketing side to attract high-quality leads and help convert more opportunities to sales. There is where CRM …

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In-Person Selling is Out: Guide to Virtual Selling for Microsoft Dynamics 365 Sales Leaders

Our hearts go out to those whose family members have fallen ill, as well as to those impacted by closures and layoffs. Many of us have family and businesses to worry about and care for. As VP of sales for a successful Microsoft Dynamics 365 CE partner located in Toronto, Canada, I’ve been able to …

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Recurring Payments: How to Qualify for Recurring Billing Interchange

By David Goodale of Merchant-Accounts.ca In our final part of our three-part series on what membership organizations should know about recurring payments, we look at how to qualify for Recurring Billing Interchange. You can read part 1 here and part 2 here.  Technical Requirements:  How to Qualify for Recurring Billing Interchange We should start by clarifying that …

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Recurring Payments: Low Interchange Rates for Recurring Transactions

By David Goodale of Merchant-Accounts.ca As we continue our exploration of how membership organizations deal with recurring payments, we look at how merchants can take advantage of lower Interchange Rates for Recurring Transactions. This is part two of a 3 part series. Part one of the series can be read here. Few Merchants Take Advantage of …

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Recurring Payments: Storing Card Holder’s Data Safely

By David Goodale of Merchant-Accounts.ca One of the biggest concerns you hear when setting up modern payment systems is about security. How can we safely store a card holder’s data securely? In part one of this three-part article on recurring payments, we look at storing cardholder data. Storing Cardholder Data (Avoid when possible!) When e-commerce …

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Six reasons why Dynamics 365 is better than Salesforce for enterprise companies

The CRM field is shifting and Salesforce is no longer the only player in the game. In fact, many people today are suggesting that Microsoft Dynamics 365 is better than Salesforce, especially for enterprise-sized companies. Here are six reasons why Microsoft Dynamics 365 is better than Salesforce for enterprise companies. #1: Development Flexibility Dynamics 365 …

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5 Benefits of Using a CRM for Credit Unions

Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 5 benefits of using a CRM for Credit Unions. 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced …

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