CRM: It’s Not About the Product, It’s About the Process.
Here is why your CRM system isn’t working for your business as you thought it would. We’ve seen it a few times. Okay… we’ve actually seen it a LOT of times. Companies, both small and large, stretch their budgets to invest in a CRM system for their business. They research heavily and select a CRM …
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Moving to the Microsoft cloud? ____ Do a Pre-upgrade CRM Health Check.
Moving to the Microsoft cloud? Do a Pre-upgrade CRM Health Check. The CRM Cloud Upgrade team is here to help. We recommend a Pre-update CRM Health Check as a paid or "fee-waived" engagement for existing and new clients. Also, if we are online, you can reach us via online chat with a live person. www.CRMCloudUpgrade.com/health-check/ …
Moving to the Microsoft cloud? ____ Do a Pre-upgrade CRM Health Check. Read More »
What You Should Know About Microsoft 365 Business Apps - Part 2
Microsoft Dynamics 365 is the latest version of Microsoft’s business applications. It includes Microsoft Dynamics 365 CE/CRM (Customer Relationship Management) applications, and ERP (Enterprise Resource Planning) applications. As Microsoft has updated, separated, and renamed its Dynamics suite of products over the years, this paper will provide an overview of the main components, or modules of …
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How Marketing Automation and CRM Help Each Other
Marketing automation and customer relationship management (CRM) go together. These tools should not only be a process that flows clearly from beginning to end, but also one that blends at needed points to create a cohesive story about the customer. They both paint half of a whole picture. So, why do they get cordoned off …
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New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider Update
Recently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data. …
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The Hidden Cost of a CRM
In today’s fast-paced, ultra-competitive, and highly technical business environment, the CRM has become an organization’s most valuable asset. A CRM is essential to understanding the needs of your customers, improving customer service, and increasing profitability. With such importance placed on your organization’s CRM and its far-reaching impact, determining the actual cost of implementation is essential. There are many …
CRM: Why Does A Company Need It?
Customer Relationship Management (CRM) refers to all those strategies and tactics used by businesses to attract and retain customers. CRM software is responsible for managing the relationships between an organization and its customers, both existing and potential. It does this by centralizing all business data for the management's convenience, developing new techniques to increase sales, …
Kanban and Calendar view of Dynamics 365 activities
With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …
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Why Choose Microsoft Dynamics 365 CRM?
Why Choose Microsoft Dynamics 365 CRM? Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze …
Business Technology Summit 2020 & Your CRM
Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19. Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …
