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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics CRM for Sales

Can Better Technology Help Network Marketing Teams Reach Their Potential?

The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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You Connected Your CRM and Your Marketing Automation Platform…Now What?

Congratulations! You’ve successfully joined the ranks of marketers who have an integrated CRM and marketing automation platform. Things are going to be awesome—just as soon as you figure out what you’re supposed to do now…   If you’re in that boat, you’re not alone. In fact, the number one challenge for B2B marketing automation users […]

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The best CPQ integration for Dynamics

It doesn’t depend on who you ask: the best CPQ integration for Dynamics CRM has the specific feature sets listed here. If you’re a Dynamics reseller looking at adding CPQ to your offering, make sure it includes everything listed below — otherwise, you should tell that CPQ partner, “C U later.” Templates that reinforce a […]

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The basic benefits of integrating CPQ with Dynamics CRM

The benefits of using Dynamics CRM have not not changed much over time: It plays well with others (integrates with other Office apps, social media, and most any business tech) It’s easy to customize for every user, and enables a personal touch with every customer It’s a great way to store and access data from […]

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For Asset Managers, the Right CRM Should Be More than a Customer Database: Does Your CRM Have What It Takes?

Part 1 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More Sales targeting. Trade resolution. Getting the data you need to make the right decisions. With very few exceptions, the challenges faced by asset management firms—on both the institutional and wholesale sides—are generally consistent. But the technology […]

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OmniPay & Dynamics 365 for Sales: The Most Versatile Payment Platform

Users of Microsoft Dynamics 365 for Sales now have access to one of the industry's leading payment platforms. OmniPay, by JourneyTEAM, is already one of the most trusted payment solutions out there. The system is intuitive, versatile, and secure. Now, Microsoft Dynamics 365 for Sales users can take advantage of everything this system has to offer. […]

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What’s in a Name? CRM vs ERP and the Importance of Speaking Your Customers’ Language

  Every industry uses jargon and short-cut terms for more precise and efficient communication within their industry. Jargon can be great when you’re in the know. In my opinion, though, the technology industry is the absolute WORST with the jargon because it is baked into the very products.   CRM vs ERP vs real business […]

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You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

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Did You Catch Them? The Microsoft-Inspired Technologies in “Black Panther”

I have seen the Marvel film, “Black Panther,” multiple times in the movie theater. In fact, the first two times were during the same weekend. I love this movie for so many reasons: the storyline, the characters, the setting, the costumes. But, what also really stood out for me was the mind-blowing technology utilized throughout […]

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