CRM Software Logo

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

 
 

CRM Software Research

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...

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 […]

continue reading...

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 […]

continue reading...

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. […]

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...

A Day in the Life of a Strategic Market Manager at Crowe LLP

To be successful in the role of a Strategic Market Manager, access to data is everything. Without the proper data, you can be operational, but not strategic. Your company’s CRM system plays a key role in organizing and optimizing your data for strategic use. Recently, I sat down with Kurt Gilmore, a Strategic Market Manager […]

continue reading...

Dynamics PDF Any

Dynamics PDF Any As part of our policy providing tools for Dynamics CRM users to create and manage documents in CRM, we have now released new product -Dynamics PDF-Any. With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to […]

continue reading...

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 […]

continue reading...

3 Features to Look for in the Best CRMs for Nonprofits

As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your […]

continue reading...

Can Better Technology Help Network Marketing Teams Reach Their Potential?

The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

continue reading...
 

 
 
Show Buttons
Hide Buttons