Articles By: Ryan Plourde, Crowe

How Dynamics 365 Can Help Your Reps Become Super Sellers

Your sales reps want to sell. Plain and simple. So, you need to provide them with the tools they need to be successful. It will keep them productive and happy, and it will benefit your business. Without the right technology and processes, your team will have great difficulty meeting the hurdles of selling in a …

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Who Gets Credit When Bank Staff Rotates Branches During Pandemic?

Who gets the credit when a customer walks into a bank branch and opens an account? The answer should be the person associated with that customer in the bank's CRM system. Many banks have branches within the same geographical area. To the customer, they are all the same. They can walk into one branch on …

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Using CRM To Track and Motivate Referral Superstars at Your Bank

Who are the superstars within your bank? Not just the sales representatives that process the most sales transactions, but the people who engage with customers and prospects through proactive outreach. Who are the people that uncover the hidden opportunities that lead to referrals and ultimately new product sales? Unfortunately, you will never know if you …

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3 Real Examples of Microsoft Dynamics 365 Field Service Success

If your organization provides service, empowering your mobile workforce with the right tools can spell success in the form of customer loyalty and repeat business. With the right systems in place, your workforce can be dispatched sooner, solve problems faster, and close work orders more efficiently. Microsoft Dynamics 365 Field Service is a field service …

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The Easier Way For Banks To Handle Data Security While Working Remotely

When you think of an industry that could “never” allow working from home, banking would be at the top of the list. There are too many security issues involved. Banking systems have social security numbers, account balances, mortgage details. Everything you wouldn’t want to fall into the wrong hands. Last year very few banks had …

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How Banks Can Overcome Roadblocks to Generating Internal Referrals

Banks thrive on referrals. Not just from existing customers, but from internal referrals between departments and staff. For example, the bank teller referring a customer that made a large deposit to an investment advisor. Or the wealth management department referring a fixed-rate mortgage based on lower rates the bank is offering customers with high credit …

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Three Ways A Bank Used CRM Automation to Eliminate Manual Processes

Banks are investors, but they also sell services. And individual bankers are paid commission on the services they sell. When it comes to long-term investing, clients may work with several different advisors along the way. So who gets the commissions? We worked with a bank whose policy was that the referring individual, the one that …

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Key Takeaways: Adobe Sign for Microsoft Dynamics 365 – Benefits, Configuration and Pricing

Adding e-signature capabilities to your document workflows in Microsoft Dynamics 365 can eliminate manual, inefficient tasks and deliver a 100% digital signing experience to your customers and partners. In this post I will give you a basic understanding of Adobe Sign for Dynamics 365 and an overview of how to: integrate Adobe Sign with Dynamics …

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Simple Project Management for Microsoft Dynamics 365

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

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Key Features of Microsoft Dynamics 365 Customer Service

One of the most powerful yet often ignored features of Microsoft Dynamics 365 is Customer Service. Customer Service allows you to increase customer satisfaction while reducing the amount of time and money spent on each support case or service call. Dynamics 365 empowers your team to: Set up cases Record all interactions related to a …

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