Articles By: Prophet Business Group

Is It Worth Integrating SharePoint and Dynamics CRM?

Whether you’re using Dynamics CRM to manage a sales process, resolve customer issues or conduct marketing campaigns, you’ve probably seen how useful it can be to attach a document to a CRM record. It’s something you can do out-of-the-box with Dynamics CRM but it has some limitations – file size caps, total storage space, accessibility …

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Three Secrets for Implementing a Small Business CRM

Dynamics CRM is being used by some of the biggest organizations on Earth, but you don’t need to be in the Fortune 500 to benefit from CRM. That’s why I wanted to take some time and share our top three pieces of advice for any SMB considering CRM. Map Your Processes SMBs can afford to …

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How Secure is Dynamics CRM Online?

Security is always an important consideration when investing in software. When that software contains your customer list, all of your sales opportunities and key pieces of your marketing machine, it becomes a primary concern. With barely a week going by without stories of data breaches involving cloud services, it’s natural for customers to ask “How …

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Three Things You Didn’t Know CRM Could Do

Tracking leads and opportunities, resolving customer service issues, managing marketing campaigns; these are the ‘Holy Trinity’ of CRM. There’s been plenty of ink spilled on all the tools, tactics and tips for making CRM do those three things better. That’s why today I wanted to focus on three things you might not know CRM can …

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