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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Choosing a Microsoft Partner

Will Millennials Like the CRM System at Your Company?

Millennials have grown up in a world of technology. Because of this, they are accustomed to quick access to information and the convenience of electronically performing tasks. Companies that choose not to update to a modern CRM software system risk their Millennial employees becoming frustrated and impatient with slow, cumbersome, and inconvenient outdated systems. Here […]

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When Salesforce Falls Short, Turn to the Microsoft Power Platform

Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform  All successful financial services firms have one thing in common: a talented staff that works hard to keep their clientele satisfied. But no matter how talented your salespeople and account managers might be, other obstacles can get in the way. […]

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Supplementing Salesforce: Custom Microsoft Power Platform Solution

Find out How One Global Asset Management Firm Solved Their Salesforce Dilemma with Help from the Microsoft Power Platform  Businesses come to depend on their CRM software to deliver the solutions they need. But what do you do when your software comes up short?   Most businesses assume that there are only three options: replace […]

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CRM Systems are Sticky – Don’t Get Stuck!

Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a cost – and it’s often a price too high to pay. Here at P2 Automation, we plan for the future by building your CRM solution […]

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2019 ERP/CRM Software Blog Award Winners

Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic and members with the highest […]

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Selecting the Best CRM Software

Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]

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How to Accelerate Your Sales Cycle: CPQ Integrated with Microsoft Dynamics 365 for Sales

How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

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Understanding Your Business Process

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 […]

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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 […]

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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 […]

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