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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 Vertical Industries

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 the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables […]

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How to Compare CRM Options for the Employee Benefits Broker Industry

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]

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Field Service Mobile Forms and Checklists with FIELDBOSS Software

Despite the technological advances that have led to the widespread adoption of mobile devices in the field service industry, many field service businesses still rely on paper forms and checklists. Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists empowers you to drive the standardization of […]

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When is the Right Time to Upgrade Your HVAC Field Service Software?

It’s amazing the number of times executives from successful HVAC Companies have inquired about HVAC Field Service Management software only to say that they’re too busy to make changes or it just isn’t the right time. The problem is, during the time upgrading is put off, their business is missing out on growth and revenue […]

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4 Tips to Help Your HVAC Company Keep Up With Summer Service Demand

Summer is here. You can expect that with it will come heat waves and broken air conditioners. Is your HVAC field service up to the job when multiple clients all lose service at the same time? Here are 4 tips to help your HVAC company keep up with summer service demand as the days get […]

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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What Wealth Management Firms Need to Compete with Robo-Advisers

To reach the smaller investor, financial services companies have been offering automated investment advisory services, or robo-advisers. Now, Charles Schwab has announced it will be offering a hybrid of automated and human investment advice and portfolio management. Recently, Reuters reported that the new service, called Schwab Intelligent Advisory, service will offer a customized financial plan, […]

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Construction Companies Benefit from Dynamics 365 CRM

With today’s tough economic conditions, construction companies are finding it increasingly difficult to win projects and keep up with the competition. Unless they adopt better software tools to manage their sales process they’ll continue to struggle. CRM software uses cutting-edge technology to standardize your sales process and give you valuable insight into all aspects of […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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How Financial Advisors Use CRM to Meet DOL Fiduciary Rule Requirements (and Strengthen Customer Relationships in the Process)

Scheduled to go into effect on April 10, 2017, the Department of Labor (DOL) Fiduciary Rule is a hot topic among financial advisors including broker/dealers, asset managers, and wealth managers because it has a dramatic impact on how financial advice is given in the United States. The rule's goal is certainly worthy. It protects investors by requiring financial advisors […]

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