Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item. It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things: Questions, Issues, Incidents, Requests, and Work […]
continue reading...CRM Software Selection Tips
7 Reasons Why Companies Prefer Microsoft Dynamics 365 to Salesforce.com
The Dynamics 365 Advantage: 7 Reasons to Choose Dynamics 365 Over Salesforce When it comes to choosing a CRM software solution, you might be tempted to go with the company that boasts the greatest market share. Salesforce commands 25% of the CRM market, and many businesses assume that this makes Salesforce the obvious choice. In […]
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...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...AI and Machine Learning for Asset Management: Better Trip Planning
In a world where time is money, improving efficiency and productivity while strengthening your relationships and delivering value is considered a huge KPI in any business. If your asset management firm isn’t currently benefiting from all of the capabilities that come with integrating AI and machine learning to your business strategy, you are leaving a […]
continue reading...What is Hybrid Cloud and How Can it Work for Your Business?
You’ve invested a lot into the systems you use for your business. Each asset has been carefully selected to protect critical data, provide infrastructure, and support open technologies for remote work, all while keeping your overall business goals-- and budget-- in mind. When shopping for new ways to support these systems, many organizations have turned to a […]
continue reading...Weathering the Storm: How to Protect Your Business Data with the Cloud
You’re watching the news when you see the meteorologist point out a small storm in the Atlantic Ocean. In the coming days, that swirling energy cell becomes a tropical storm, then a hurricane. Initially it looks like it won’t hit your area, but with each passing day, the storm’s path changes. Suddenly, your town is […]
continue reading...Disaster Recovery with Microsoft Azure: The Tools You Need to Protect Your Business
Your business’s IT systems show their vulnerabilities when faced with disaster. Business owners always wish they had a more robust and safeguarded IT system when it’s too late: after a natural disaster like an earthquake, hurricane, or flood, or a human-caused attack like a computer virus or hacking scandal, has already struck. Be proactive-- now […]
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...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 […]
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