Articles By: Velosio

Get to Know Dynamics 365 for Project Services

Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the: …

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LinkedIn and Microsoft Dynamics CRM/365 Create a Powerful Solution

Today, Satya Nadella wrote a blog, conveniently on LinkedIn Pulse, announcing the official close of the agreement between Microsoft and LinkedIn for $26 million. In the post, he detailed the excitement he had for the acquisition and some of the first steps Microsoft will be taking to integrate LinkedIn’s powerful professional network. Here are some …

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What Does Dynamics 365 Mean for Dynamics CRM Users?

Microsoft is buzzing about their just-released, Azure-enabled, packaged business solution, Microsoft Dynamics 365.  As a Dynamics CRM User, there is a lot about Dynamics 365 that you should know – most importantly, how it affects you and your business. If you are CRM On-premises user: If you are current on your plan, nothing need change …

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Generating & Scheduling Field Service Work Orders in CRM

Work orders are at the core of the Microsoft Dynamics CRM Field Service capabilities. They include all the pertinent information about the location of the service work as well as the types of work to be performed and the estimated time the work will take. In addition, they also contain any particular skills that are …

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Field Service Technology that Helps You Compete

When looking to gain a competitive advantage in the field service industry, most organizations look to bolster their team of field technicians.  While this can mean additional hiring, training, etc., those efforts can get expensive very quickly. Instead, a more accessible means of enhancing your team’s capabilities is by equipping the resources you already have …

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5 Field Service Metrics You Can Master with CRM

Microsoft Dynamics CRM 2016’s field service capabilities will change the way Field Services Organizations operate forever. While many Field Service Organizations still struggle with outdated systems which cause massive inefficiency with their representatives, Dynamics CRM will update these outdated systems, increasing efficiency and enabling them to tackle the five key metrics for Field Service Businesses. …

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CRM Transforms Your SEO Leads into Sales

Integration of your CRM system and Search Engine Optimization can take your business prospects and turn them into leads. Search Engine Optimization (SEO) is all about driving traffic on the web to your business site by strategically placing certain keywords and phrases that will make it appear more frequently in different search engines, such as …

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How CRM Changes the Game for Pipeline Management

One of the core benefits to using CRM systems is pipeline management. Effective pipeline management can help forecast product demand, accelerate sales, and improve customer experiences. There are several key areas to focus on: Ensuring your sales force understands (and can effectively execute) your sales processes are vital. By clearly defining your sales process, as …

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How CRM Tools Change the Game for Sales Forecasting

Everyone knows that using a CRM can enhance customer relationships with businesses and help to assemble and run reports that are useful to gauge a variety of metrics. And? If you’ve ever found yourself sidestepping your company’s CRM tool in favor of more traditional (read "antiquated”) reporting and updating methods, you aren’t seeing the total …

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Why and How to Have Analytics Guide Your Sales Forecasting

According to Peter Ostrow with the Aberdeen Group, companies that integrate sales analytics into their overall operations tend to see an increase in their profit levels. In fact, users of sales analytics report a 10 percent increase in the number of reps who are able to meet their quotas. These users also enjoy a 10 …

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