Dynamics CRM for Distribution

Over 100,000 HVACR Techs Needed in Next 7 Years

For HVAC service leaders, knowledge sharing is a top — and urgent — priority. One reason? New reports estimate 115,000 HVACR technicians will be needed by 2022 to fill jobs due to anticipated growth in the industry and the on-going retirement of baby boomers. Almost half of all technicians and installers will retire in the …

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How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season

The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is a Christmas tree broker. They need to manage the relationships between farms, trees, truck distributors, retail locations and orders. And they need this information quickly …

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CRM 101 – Back to the Basics

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” – Henry Ford While the term customer relationship management (CRM) has been around for more than a decade, customer relationships are much different today than they were then. With the right partner, Dynamics CRM can deliver improved …

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Top 10 Reasons to use Dynamics CRM for Supply Chain Management

As supply chains become more globalized, software has become more critical to an organization’s success. An increasing number of firms—especially small and medium businesses—are now realizing how investing in SCM software can not only produce a strong return on investment, but can dramatically improve existing processes. In the past, price might have contributed to the …

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Driving Productivity through Dynamics CRM Online

Most businesses today recognize the significance of CRM software to achieve marketing, sales and service excellence. Shifts in customer attitudes and a dynamic operating environment have compelled organizations to invest in CRM software to deepen their understanding of customers and engage with them more meaningfully. Implementing and using CRM software enables enterprises to benefit in …

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The Power of Integration with Microsoft Dynamics CRM for Distribution

In today’s distribution business environment, companies have invested substantial amounts of money and implemented multiple software solutions to do specific tasks that aren’t integrated with each other. What this means is that when I am working in one software tool and need the capabilities of a second or third tool, I must leave the application I am …

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Top 5 Ways to Keep Microsoft Dynamics CRM Online Storage Usage Under Control

If you're a Microsoft Dynamics CRM Online customer, you probably think about storage more than most. For starters, it's important to know just how much storage you have allotted by Microsoft. The minimum Online subscription includes 5 GB of storage at no additional charge. For each 20 Professional User Subscription Licenses (USL) purchased, storage increases by 2.5 …

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4 Reasons to Extend Dynamics CRM to Manage Assets, Inventory and more!

Congratulations….you’ve successfully implemented Dynamics CRM and I can image you and your team are really seeing the benefits of the OOTB (out of the box) functionality and flexibility. Most customers love the user interface and centralized database. It is a great tool for managing your key accounts as well as your sales pipeline. The global …

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