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If your IT team spends all its time troubleshooting your organization’s on-premises ERP/CRM solution, or if you are fed up with scheduling and paying for server upgrades and trying to protect your data from hackers, perhaps it’s time to consider a change. While change can sometimes be intimidating, it’s important to stay up to date, …

Are You Ready to Move Up from Dynamics 365 On-Premises to Dynamics 365 Online? Read More »

Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales opportunities to customer service cases and all the activities in between. In addition to providing tons of ways to automate, coordinate and monitor these business …

Five Ways to Get Great Reports from Dynamics 365 CE Read More »

Last April Microsoft released the new marketing module for Microsoft Dynamics 365. The solution addresses some areas that the Microsoft team knew would be important to not only your marketing team but also your sales and service teams. For instance, the new solution, Dynamics 365 for Marketing, offers an integrated event management solution and better …

Dynamics 365 for Marketing: Better Collaboration for All Your Teams Read More »

CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having more accurate, secure data at their fingertips. Post-implementation, fast forward a few months and getting your salespeople to properly use your new, shiny CRM is …

CRM Systems Fail Sales Teams. Can AI Help? Read More »

I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more troublesome life for your vehicle. The same principle apples to your CRM software solution. It’s not based on mileage, but your CRM should be checked …

Maintaining Your Microsoft Dynamics CRM to Realize Its Full Potential Read More »

A strategy to win new accounts and strengthen relationships with existing customers.   Account-based Sales & Marketing programs are gradually being adopted by B2B organizations to target their best-fit accounts and deliver personalized communications to decision makers through a variety of media channels.  The account-based strategy approach flips the B2B sales funnel and aligns the …

Where Did My Leads Go? Using Account-Based Sales & Marketing in CRM Read More »

At its core, Microsoft Dynamics 365 for Sales is all about empowering sellers and it accomplishes this in five unique ways. Insight that Drives Action First and foremost, it provides actionable insight. Actionable insight is created thanks to the in-depth amount of data the software is able to capture and analyze. Through unique analyses, insight …

5 Ways Dynamics 365 for Sales is Empowers Engagement Read More »

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