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

 
 

CRM Software Research

Does Your CRM System Allow You to Treat Your High Value Customers as Highly Valued?

The evaluation of customers is an important part of any business.  For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.”  Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]

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Crowe CRM for Banking Powered by Microsoft Dynamics 365 – Video Overview

Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]

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BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area

If you are looking for a business technology partner, you might be familiar with Clutch. Clutch is a data-driven field guide to business buying decisions. They interview real clients, collect data, and compare competitors to help you find a firm ideally suited for your project. Clutch has made its reputation by connecting all sized and […]

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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. […]

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CRM Experts Answer The Question – What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “But Really… What is Microsoft Dynamics 365?” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that […]

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Six reasons why Dynamics 365 is better than Salesforce for enterprise companies

The CRM field is shifting and Salesforce is no longer the only player in the game. In fact, many people today are suggesting that Microsoft Dynamics 365 is better than Salesforce, especially for enterprise-sized companies. Here are six reasons why Microsoft Dynamics 365 is better than Salesforce for enterprise companies. #1: Development Flexibility Dynamics 365 […]

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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 […]

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CRM Software Success: 3 Frequently Overlooked Red Flags

Are you considering a new CRM software system? CRM software (customer relationship management software) is designed to help organizations reach business goals like: Converting more prospects into sales Creating a collaborative sales process Improving inbound marketing and lead generation Getting a 360-degree view of customers Cutting service request costs and sales process costs.   The […]

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7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2

In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations.  We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]

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Why CRM Must be an Ongoing Program, Not a Technology Implementation – Part 1

Define, Build, Test, Deploy, Support….Upgrade.  Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. […]

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