CRM Add-On ISV Products

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

Simple Project Management for Microsoft Dynamics 365 Read More »

Is it best to have your team do it all in your CRM system or to "delegate" some tasks to other systems? Is CRM integration good or bad? It’s no secret that efficiency is key to increasing profit and staying ahead of competitors. But maintaining efficiency is easier said than done.  In fact, 69% of workers waste up …

Have You Wondered How You Can Get More Out of Your CRM System? Read More »

Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them. Let’s take a look at how it works and the different ways you can …

Get More Out of Your Existing CRM System With Marketing Automation Read More »

Data migration and integration in Microsoft Dynamics 365 can be complicated because data is often more complex than people realize. When delivering a new implementation of Dynamics 365, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success.   Let’s start …

Integration Design Patterns for Dynamics 365 Read More »

User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. …

Can You Boost CRM Technology Acceptance and User Adoption? Read More »

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and …

7 Ways The Right CRM Helps You Serve Your Banking Customers Better Read More »

A hybrid marketing automation platform solution for Microsoft Dynamics merges two best-in-breed solutions to deliver outstanding performance, usability and flexibility. In this case, the emfluence Marketing Platform, a robust, mature marketing automation stack is merged with Microsoft Dynamics 365. The result is a dream solution that leverages the best of both worlds.   How they …

A Hybrid Marketing Automation Option for Microsoft Dynamics Users Read More »

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end …

3 Document Management Tips to Boost Security and Performance in Dynamics 365 Read More »

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