You implemented a new CRM system. Great! The hardest part is done now, right? Well . . . not exactly. Getting your employees to actually use your new system can often be a major hurdle. According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user […]
continue reading...CRM Software Information
How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups
As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]
continue reading...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, […]
continue reading...Microsoft Dynamics 365 Pricing Updated for 2018
Microsoft Dynamics 365 pricing has been updated for 2018, effective April 2. This article will outline the changes and updates to Dynamics 365 licensing and pricing. For full pricing and licensing info. and an overview video visit our Dynamics 365 Pricing & Licensing page. Sales Professional There is a new sales license - Sales Professional, $65 […]
continue reading...How to automate ALL your sales & marketing reports – No more digging through data!
If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]
continue reading...How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs
Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]
continue reading...Office 365 and Dynamics CRM: The Perfect Match
As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]
continue reading...The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365.
The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but. That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have […]
continue reading...Microsoft Announces Continued Support for Outlook Add-In
In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release). Recently Microsoft announced […]
continue reading...Field Service Mobile Forms and Checklists with FIELDBOSS Software
Despite the technological advances that have led to the widespread adoption of mobile devices in the field service industry, many field service businesses still rely on paper forms and checklists. Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists empowers you to drive the standardization of […]
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