In its simplest expression, a customer relationship management system helps you connect better. To this end, Microsoft Dynamics 365 Customer Engagement (CRM) puts at your disposal several tools: these include web-based, interactive portals allowing you to connect with your clients, partners or employees, depending on your specific needs. Easy to set up without HTML or […]
continue reading...CRM Software Information
Modern Workplace Technology Webinar – Untangle, Secure, Improve
It's hard to imagine any aspect of the workplace that hasn't been disrupted by new technology. From unified operations applications, customer engagement platforms, remote collaboration technologies suites, the digital business landscape is defined by countless options integration possibilities. But in reality, a high percentage of businesses aren't sure which of these technologies matter, and why. […]
continue reading...Recurring Payments: Storing Card Holder’s Data Safely
By David Goodale of Merchant-Accounts.ca One of the biggest concerns you hear when setting up modern payment systems is about security. How can we safely store a card holder’s data securely? In part one of this three-part article on recurring payments, we look at storing cardholder data. Storing Cardholder Data (Avoid when possible!) When e-commerce […]
continue reading...5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)
Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]
continue reading...How Professional Services Firms Benefit from Microsoft Dynamics 365/CRM
If yours is a professional services firm, it’s understood that a profitable bottom line is one of your chief business goals. But before you get to that point, an immediate goal is finding and maintaining clients. Your sales team must constantly give attention to your sales pipeline and to completing projects efficiently, professionally, and on […]
continue reading...Achieve CRM Implementation Success with the Right Solution and the Right Partner
Growing businesses today realize how important it is to have the right CRM (Customer Relationship Management) system to help them automate processes and leverage insights. This is true for member-based associations, nonprofits, and other organizations who want to form stronger connections with their clients. Selecting and implementing a new CRM solution requires big decisions and […]
continue reading...Create a Data Strategy to Get the Most from Your Data
You have likely heard many data related terms being thrown around— data packs, data lakes, data warehouses— but what do they mean? And are they important to your business? If someone is telling you that your business needs one, or even all of these, then where do you begin? For starters, let’s define the terminology. […]
continue reading...Microsoft Power BI Reports and Your Company’s Data Culture
How to Use Microsoft Power BI Reports to Create a Company Data Culture There’s no doubt about it: our world is data-driven. Virtually every choice we make is informed by data, whether it’s an everyday purchase, an important trip, or a big life decision. But despite this fact, businesses large and small are still failing […]
continue reading...CRM Systems Fail Sales Teams. Can AI Help?
CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having more accurate, secure data at their fingertips. Post-implementation, fast forward a few months and getting your salespeople to properly use your new, shiny CRM is […]
continue reading...Well-Rounded Microsoft Dynamics Consultants Blend Functional & Technical Skills
Becoming a Versatile Microsoft Dynamics Consultant: Combining Functional and Technical Skill Sets I’ve been working as a Microsoft Dynamics consultant for a number of years now, and I love my job. But back when I first started out, I remember feeling a bit unsure about how to classify myself. Was I a big picture person, […]
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