Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities For asset management firms, succeeding with only basic understanding of clients, advisors and consultants is a thing of the past. To be a successful asset manager, you need to know more than just basic demographics to initiate […]
continue reading...Dynamics CRM for Customer Service
Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely
With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: […]
continue reading...Provide Seamless Customer Service with Case Management in Dynamics 365
Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the […]
continue reading...COVID-19, Business Continuity Planning & Dynamics 365 CRM
This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating […]
continue reading...Finance Professionals, Don’t Miss the Online GFOA Conference
The Annual GFOA Conference for Finance Professionals Goes Virtual for 2020 Each year, some of the most accomplished professionals from a range of financial management companies come together for the annual Government Finance Officers Association (GFOA) conference. If you’ve had a chance to attend a GFOA conference in the past, you know what […]
continue reading...Sales enablement & Dynamics
Sales enablement is more than a buzzword: it’s a process and practice, and one defined by its platforms. Dynamics 365 Sales (or most any of the Dynamics CRM platforms) offers a solid foundation for sales enablement. But it often requires extending your solution via integration of CPQ and Dynamics. Adding CPQ to Dynamics enables sales […]
continue reading...Dirty Data: Why Your Dynamics CRM Data Is Going Rogue
Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes […]
continue reading...6 Reasons to Use Microsoft Dynamics 365 Customer Insights
6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail […]
continue reading...The Importance of Customer Service Spans Across Every Industry
Regardless of industry, most businesses – including many of our own clients – are focused on enhancing the customer experience they deliver. Indeed, it comes as no surprise that improving customer service is consistently identified as a key priority in every industry we serve. The reason is as simple as it is obvious: customer expectations […]
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