CRM Add-On ISV Products

The Easier Way For Banks To Handle Data Security While Working Remotely

When you think of an industry that could “never” allow working from home, banking would be at the top of the list. There are too many security issues involved. Banking systems have social security numbers, account balances, mortgage details. Everything you wouldn’t want to fall into the wrong hands. Last year very few banks had …

The Easier Way For Banks To Handle Data Security While Working Remotely Read More »

How to Use CRM Integration to Your Advantage - Real World Examples

There used to be a discussion on whether CRM integration was good or bad, but nowadays, CRM integration examples are all around you. Whether to integrate or not is no longer up for discussion. Your CRM will integrate with other software. The question is which software do we choose to integrate with and how to …

How to Use CRM Integration to Your Advantage - Real World Examples Read More »

Simple Project Management for Microsoft Dynamics 365

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 »

Get More Out of Your Existing CRM System With Marketing Automation

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 »

Integration Design Patterns for Dynamics 365

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 »

Get ready! Top Dynamics 365 Trends Coming your Way in 2021

2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on …

Get ready! Top Dynamics 365 Trends Coming your Way in 2021 Read More »

Can You Boost CRM Technology Acceptance and User Adoption?

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 »

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

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 Option for Microsoft Dynamics Users

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 »

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

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 »

 

Show Buttons
Hide Buttons