It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day […]
continue reading...Choosing a Microsoft Partner
NetHope: Connecting Nonprofits with Microsoft Technology Partners
NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]
continue reading...5 Strategies for Digital Transformation in Banking – Strategy 1
There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 1: Personalize the customer experience To establish profitable long-term relationships, banks must fully engage customers more quickly and nurture the relationships over the long-term. Strengthening the customer experience starts with all departments – from branches and sales […]
continue reading...Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors
In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]
continue reading...Crowe CRM for Banking Powered by Microsoft Dynamics 365 – Video Overview
Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]
continue reading...Helping Non-Profits Innovate Beyond Budget Limits with Dynamics 365
Think Your Non-Profit Organization’s Ability to Innovate is Limited by Budget? Think Again All organizations are limited by budget, and any growth-related goals have to be considered in terms of available funds. But when it comes to non-profit organizations, there are often unique budget limitations in place that for-profit organizations simply never encounter. For […]
continue reading...Tips on creating a microsoft crm business case
Every microsoft crm system has to have a compelling business case. Why are you undertaking a microsoft crm project? What do you want to achieve? How will you measure ROI? Here we provide some useful tips on creating a strong business case for your project. Tip #1 – Keep it brief Keep your microsoft […]
continue reading...7 Tips to Help You Choose the Right Dynamics 365 Implementation Partner
Microsoft Dynamics 365 provides the foundation of your business operations for the future. A great partner will help you make the most of your investment, helping your organization thrive in the digital world. The partner you choose should help you take full advantage of technology to improve your business processes for a long-term return on […]
continue reading...ERP/CRM Software Blog Members on Digital Marketing Excellence 2019/20 List
Each year Fifty Five and Five, a leading B2B marketing agency with a focus on technology and IT companies, analyzes the marketing efforts of Microsoft partners to understand how the industry is developing and which factors are driving success. They recognize the creative ways partners have adopted content and inbound marketing methods to generate leads […]
continue reading...Dynamics 365 License: How to choose the right one
Choosing the right Dynamics 365 license is more complicated than you’d think. You’ve sold the team on the value of the Dynamics 365 license, but which one? The amount of technical jargon you need to understand to interpret the selections is mind boggling. Therefore, many companies end up overpaying. Clearly, there must be a rhyme […]
continue reading...
