Unify Disparate Systems in Your Enterprise with Intellective Unity for DynamicsMany established enterprises today have critical business content and data stored in several disconnected systems, creating process inefficiencies that can hamper employee productivity. In a perfect world, that content and data could all be migrated to a single, modern solution. But as you know, there are many circumstances that make such migrations either prohibitively expensive, …
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Use Your CRM to Get Personal Using Views, Lists, Reminders and RulesMaking your customers feel special is all about details - the personal touch. And that personal touch increases sales. You know CRM helps you communicate with your long list of customers, but you may not realize how you can leverage the system to reach your clients on a truly personal level. In this fourth article …
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Help Account Managers Sell More by Eliminating the Noise in the CRM SystemDoes 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 …
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Registration for JourneyTEAM’s 2021 Business Technology Summit Now OpenDiscover how you can streamline business processes, improve system integration, and increase revenue at JourneyTEAM’s 2021 Business Technology Summit. Join us for our ninth annual Business Technology Summit (BTS), a two-day virtual event to be held on November 9th and 10th. This free event includes over a dozen keynote speakers and breakout sessions that delve deep …
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How to Sync Exchange Appointments and Tasks with the Dynamics 365 App for OutlookOne of the many reasons businesses are attracted to Dynamics 365 as a CRM system is because of its easy integration. The solution easily connects to other Microsoft solutions such as Outlook, Office 365, Power BI, and so much more. As a result, users have a centralized hub where they can view and manage all …
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New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider UpdateRecently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data. …
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Why I Moved Two Customers From P2xRM to CRMPlus365I respect people that can admit when they made a mistake. You're probably right 90% of the time, but for the other 10%, be an adult, say you're wrong, and fix it. My advice, whenever a problem pops up, start in the mirror, and work out from there. Recently, I knew that two of my …
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Use Managed Services for Your CRM Application Management LifecycleThe success of any organization depends on their business-critical applications. IT departments are finding themselves overwhelmed trying to keep up with the integration of CRM, both cloud and on-premises, along with supporting tools and connectors. Keeping up with technologies and applications is difficult in this ever-changing environment; finding expert talent for support can make things …
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Two Questions I Would Tell a Friend To Ask Before Hiring a Software PartnerIt is not easy to choose the right software partner, especially for a custom or customized software project that doesn't have a specific price tag. After 25+ years in this industry, here are two questions I would tell a good friend to ask if he was evaluating a custom development project. "Can you show me …
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How Much Do Incompetent Software Developers Cost?Incompetent software developers charge the same as competent ones. Here's why. It is very easy for incompetent developers to hide when they are working on large teams. You don't really know who is doing what; you just get a bill for “200 hours spent last month”, and you pay it. You don't know if 20 …
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