This blog entry is part one of a multipart series on performance management and Dynamics 365 Goals. This part will give a brief overview about what goals are as well as how goals help organizations stay on target. The next parts in this series will cover …
How Dynamics 365 Goals Help Organizations Stay on Target Read More »
Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …
Using a CRM Checklist for a Successful Implementation in an SMB Read More »
Microsoft recognized JourneyTEAM as one of the top partners who demonstrated excellence and leadership in Microsoft technologies, specifically for Dynamics 365 Customer Engagement (Media & Communication). Over the past year, JourneyTEAM has seen enormous success. In addition to aligning with Microsoft’s vision, JourneyTEAM has increased employee trainings, headcount, and solution offerings. Recognizing their successes, …
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 …
D365 Customer Insights for Asset Mgmt: More Opportunities Read More »
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: …
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 …
Provide Seamless Customer Service with Case Management in Dynamics 365 Read More »
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 …
COVID-19, Business Continuity Planning & Dynamics 365 CRM Read More »
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 …
Finance Professionals, Don’t Miss the Online GFOA Conference Read More »
