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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 Selection Tips

Relevez 3 défis des firmes de services professionnels avec une solution CRM spécifique

La grande flexibilité d’une solution CRM telle que Microsoft Dynamics 365 permet d’en faire le cœur des opérations de votre entreprise. Vous pouvez ainsi l’utiliser comme porte d’entrée à partir de laquelle toutes vos activités peuvent être complétées. Une solution spécifique à votre industrie peut également y être intégrée, permettant d’effectuer vos tâches quotidiennes à […]

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Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all […]

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Microsoft vs. Salesforce – There is a new leader

In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why: Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in […]

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Productivity platform? It’s not enough!

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal […]

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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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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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[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project

User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]

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Take the Mystery out of CRM Pricing with Our Quick Quote Tool – Easy as 1-2-3

Why should CRM pricing be a mystery? Unfortunately, the answer is that, for whatever reason, it’s really hard to find CRM (Customer Relationship Management) pricing on the Internet. Vendors and providers for some reason hesitate to put their pricing on the Web. But wait! There is a solution to every problem and in this case, […]

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What Microsoft Dynamics 365 means for CRM pricing and competition

Microsoft Dynamics 365 provides a lot of insight into where Microsoft has been, as well as where it is going with both its ERP and CRM lines. A single business platform and common data model that simplifies IT and application integration has been a decades-old vision of Microsoft’s, and has come to fruition with the release of Microsoft […]

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4 Ways to Transform Your Business with a Modern CRM Solution

In the last few years, automation has become more than a luxury for keeping up with customer expectations, it's a necessity. Our digital world simply provides too many avenues for sales and marketing teams to focus on manually. Even large firms that had seemingly perfected their processes for working with legacy CRM solutions have seen […]

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