How to Harness Relationships for Future Growth with legal360 CRM
To be successful, law firms are under increasing pressure to build their client base using less resources. Achieving this seemingly impossible task means getting the most out of the firm’s …
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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 …
Challenge Accepted: Make CRM More Impactful on a $2Tr AUM Global Asset Management Firm, Thanks to the Microsoft Power Platform and Dynamics 365
A cloud transformation using Microsoft Dynamics 365, shared by the project management expert who oversaw its success At HSO, it is our belief that technology, and the expert technical consultants …
Challenge Accepted: Replace an Existing CRM and Find a Modern Approach to a Demanding but Profitable Asset Management Channel with Dynamics 365 Sales
A CRM for financial services transformation with Microsoft Dynamics 365, from the project management expert who supervised the successful process from installation to conclusion At HSO, our feeling is that …
8 Big Reasons AEC Firms Go with Dynamics 365 and aec360 and Not Salesforce
When you think of CRM software, you probably think of Salesforce – and with good reason. Salesforce holds a sizable percentage of the CRM market, amounting to nearly 25% of …
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Microsoft Dynamics Content Management in the Mortgage Industry
In homebuying, timing is everything. Whether you’re the seller, the buyer, a broker or the financial institution, the faster you can compile and import the appropriate loan application documents, verify the applicant’s income and credit and calculate the debt-to-income ratios, the faster you can make a decision on …
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Non-Profits That Depend on Case Management Benefit from Technology with a Client-First Focus
Leaders from social services-focused non-profits examined how digital transformation can impact their industry during a recent roundtable hosted by HSO. As one participant said, non-profits are “in the business of …
Best Practices for Customer Service to Prioritize Support Requests in CRM
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many …
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How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers
Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. …
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How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365
Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and …
