CRM Add-On ISV Products

How Is Marketing Automation Different From CRM?

When a company runs like clockwork, marketing and sales tasks can appear as if they are blended. However, only the companies that can distinctly identify the purposes and roles of these departments and their tools are able to function successfully and efficiently. Marketing automation and CRM systems are both tools used by companies to handle …

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Employee Benefits Brokers: What You Should Expect From a CRM Solution

Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that even with so many CRM solutions on the market, with the right parameters in mind, you can find one custom fit to your industry and …

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Dynamics ♥ SharePoint &
SharePoint ♥ Blockchain

It was in 2014 that we found out how much Microsoft Dynamics loves SharePoint. This love story actually started back in 2011, when Microsoft Dynamics CRM 2011 native integration with Microsoft SharePoint Server 2010 was launched by Microsoft. Part 1 - Dynamics ♥ SharePoint Dynamics and SharePoint have proved to be a good match because …

Dynamics ♥ SharePoint &
SharePoint ♥ Blockchain
Read More »

Five Campaigns for Manufacturing Marketers

Manufacturing companies aren’t typically on the leading edge of adoption for digital marketing strategies, and according to the Content Marketing Institute, only 1% of manufacturing marketing teams consider their marketing to be “sophisticated”. However, you don’t need to be a marketing wizard to leverage your CRM data to efficiently (and effectively) segment, nurture and ultimately …

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The Challenges of Dynamics 365 Document Management and SharePoint Security

After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …

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Sales and Marketing Alignment with Marketing Automation

Want to improve the relationship between your sales and marketing teams? Your marketing automation platform and Microsoft Dynamics integration is a great place to start. Sales and marketing alignment can be best facilitated with both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM, or Sales, you can leverage your …

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Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview Series

The Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking industry. I had the chance to sit down with Tom Grottke, my colleague here at Crowe, to help me gain greater insight into this sector …

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Who Gets Credit When Bank Staff Rotates Branches During Pandemic?

Who gets the credit when a customer walks into a bank branch and opens an account? The answer should be the person associated with that customer in the bank's CRM system. Many banks have branches within the same geographical area. To the customer, they are all the same. They can walk into one branch on …

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Using CRM To Track and Motivate Referral Superstars at Your Bank

Who are the superstars within your bank? Not just the sales representatives that process the most sales transactions, but the people who engage with customers and prospects through proactive outreach. Who are the people that uncover the hidden opportunities that lead to referrals and ultimately new product sales? Unfortunately, you will never know if you …

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QuickBooks and Dynamics 365 CRM Integration: Best Practices and Tips for Success

  Trying to keep data consistent and accurate between QuickBooks and Dynamics manually is an impossible amount of work. Let’s explore the best practices and tips for getting it done automatically with a QuickBooks and Dynamics 365 integration.   Intuit QuickBooks Online is a cloud-based solution for accounting needs that is very popular with small …

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