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

 
 

Dynamics CRM for Manufacturing

Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance

Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

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FastTrack Implementation Services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

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Top TAKEAWAYS From the Microsoft Spring Release Event 2018

Did you miss it? No worries - here is the recorded version of the recent Microsoft Spring Release Event and the TOP TAKEAWAYS.   It has been an exciting year of growth and innovation at Microsoft. Business leaders, IT professionals, and developers are embracing the cloud and new technologies like artificial intelligence, business analytics, talent, […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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7 Trends in How Client Expectations are Changing for their CRM Solution

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional […]

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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Over 100,000 HVACR Techs Needed in Next 7 Years

For HVAC service leaders, knowledge sharing is a top — and urgent — priority. One reason? New reports estimate 115,000 HVACR technicians will be needed by 2022 to fill jobs due to anticipated growth in the industry and the on-going retirement of baby boomers. Almost half of all technicians and installers will retire in the […]

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CRM 101 – Back to the Basics

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around for more than a decade, customer relationships are much different today than they were then. With the right partner, Dynamics CRM can deliver improved […]

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