Articles By: OTT, Inc.

Optimize Your Sales Funnel with Dynamics 365 and Real-Time Dashboards

How do you judge the success of your sales pipeline? You look at the results. If you are becoming adept at identifying prospective clients and consistently translating your contacts with them into sales, you must be doing something right. An integrated, full-service sales and marketing solution such as Microsoft Dynamics 365 for Customer Engagement has …

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Improve Customer Service and Customer Experience with CRM

Your sales and customer service teams work hard to keep your customers happy. Providing a superior customer experience is just as important as providing high quality products or services. Arm your front-line team with the technology that improves customer service and provides a seamless experience for your customers. Replace outdated systems with an innovative customer …

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Improve the Customer Experience with CRM

Today’s marketplace is fast-paced and highly competitive. Businesses not only need to offer high quality products and services, but also offer an experience that keeps customers engaged and loyal. Understanding the customer journey and monitoring sentiments at each touch point can provide valuable insight into what drives customers. A customer relationship management (CRM) solution provides …

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Ready to get out of the office? Serve customers on the road with CRM

Some of your employees do their best work outside of the office. Sales representatives and customer service teams need to spend time with customers and be able to answer questions, take orders, and fulfill customer needs on-the-spot – not wait until they make it back to the office. Strengthen the connection between mobile workers and …

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Improve Customer Service With Proactive Customer Response

One of the quickest ways to frustrate a customer is to put them on hold or transfer them to another representative.  If you can’t answer their questions on the spot and be responsive to their needs, they are going to look for a business that can.  Connect your people with the right data by using …

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An Exposé on the differences between Microsoft Dynamics CRM Online and On-Premise

Has your company been thinking about moving to Microsoft Dynamics CRM Online from On-Premise? Maybe your company utilizes Microsoft Dynamics GP and is thinking about a CRM Implementation, but not quite sure which environment best suits you. This information can be tasking to gather and compare, so we have done it for you! Infrastructure Microsoft …

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Modern Day, Post-PC CRM

Smartphones and tablets are proliferating in the workplace. More and more business applications are being tailored for mobile devices because today’s professionals are on the move and engaged with customers located around the globe. This offers the following two benefits: 1. Improves the use of customer relationship management (CRM) 2. Brings us closer to our data …

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Microsoft Dynamics CRM Online vs On-Premise. What option is best suited for you?

SO, you’ve decided to jump into the digital world of customer relations management (CRM) and you are torn between purchasing Microsoft Dynamics CRM Online or On-Premise... There are some great features within each version, as well as some limitations. Let’s look at some of the standard features and compare the two. First, with regards to …

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Microsoft Dynamics CRM and SharePoint

Before we start talking about what positives and negatives when having Microsoft Dynamics CRM and SharePoint integrated to enhance your business I think it important that we have the fundamental idea of what each does. Microsoft Dynamics CRM is the customer relationship management software that integrates your Sales, Marketing, and Service along with those unique …

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Microsoft Dynamics CRM 2013 – 4 New Features you Need to Know about

Microsoft has been teasing us with the new release of Dynamics CRM 2013 and what all it entails.  I have compiled a brief listing of some of the items that have changed and how it could impact your organization. The first significant change is the interface.  The view that your end users have finally grown …

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