Introduction: There are many organizations where they can employ their own internal team to implement CRM. What if the organization’s IT team is small and doesn’t have the bandwidth to implement CRM? In such a scenario, the company will choose to consider an implementation partner believing that they will receive what they need in a …
What to look for in a CRM Implementation Partner? Read More »
COVID-19 has changed the way businesses operate along with customers’ expectations and habits. With more and more sales transactions taking place online, organizations need to move fast and anticipate their customers’ needs to stay competitive. As such, the second 2021 release for Microsoft Dynamics 365 Sales focuses on four main areas to provide businesses with …
Microsoft Dynamics 365 Sales 2021 Release Wave 2 Top 5 Features Read More »
Avec le 2e lancement 2021 de Microsoft Dynamics 365 le mois dernier, vous avez peut-être remarqué quelques changements à l’interface de votre solution Microsoft Dynamics 365. Cette dernière mise à jour CRM apporte de nouvelles fonctionnalités et améliore l’expérience utilisateur. Voici donc quelques-uns des changements qui pourront faciliter la navigation et vos tâches quotidiennes! …
Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics CRM. In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the …
Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI Read More »
Does your CRM system make it easy for your account managers to reach their goals? Whether you’re about to implement a CRM system or you’ve been live for some time, applying a few basic principles can help your team do their jobs better with less stress. More productive account managers and sales reps equal higher …
Help Account Managers Sell More by Eliminating the Noise in the CRM System Read More »
You can deploy Microsoft Dynamics 365 applications on-prem or in the cloud. Many businesses are seeing more benefits from cloud deployment as opposed to on-prem. You know how important customer relationship management (CRM) capabilities are to the future of your business. You can use Dynamics 365 applications to help improve your customer relationships, create sales …
Microsoft Dynamics CRM On-Premises: What are You Missing? Read More »
Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …
How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers Read More »
Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …
