Dynamics CRM for Distribution

CRM Cloud Upgrade's Logo It’s time to ditch your Dynamics CRM VPN

It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a …

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Beringer Technology Group's Logo Is your Dynamics On Premise implementation cloud ready?

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

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Beringer Technology Group's Logo Extending Dynamics 365 with Custom Command Buttons

Did you know that you can extend your Dynamics 365 with custom command buttons? In Dynamics 365, buttons are displayed in the command bar or ribbon (depending on the application you're in). Many forms and views come with buttons out of the box, which include (but not limited to) commands such as 'Save', 'Add to …

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JourneyTEAM 's Logo Migrate to the Cloud with Customized Support from JourneyTEAM | SHERPA Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the …

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JourneyTEAM 's Logo 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 …

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Turnkey Technologies, Inc.'s Logo 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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Affiliated Resource Group's Logo CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM …

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Affiliated Resource Group's Logo CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve …

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Affiliated Resource Group's Logo CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new …

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Affiliated Resource Group's Logo 7 Trends in How Client Expectations are Changing for their CRM Solution

Defining desired business outcomes,  focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM customers with planning and implementing upgrades to improve their relationships with their customers or clients. The organizations range from traditional industrial/supply chain companies and professional …

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