Dynamics CRM for Vertical Industries

CRM Cloud Upgrade's Logo 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 had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a …

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HSO's Logo 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 that implement it, can help businesses overcome any challenge. Our talented team possesses the technical aptitude and attention to detail needed to guide clients through …

Challenge Accepted: Make CRM More Impactful on a $2Tr AUM Global Asset Management Firm, Thanks to the Microsoft Power Platform and Dynamics 365 Read More »

HSO's Logo 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 technology and the expert technical consultants that put it in to effect can help our customers conquer any obstacle. Our team has the technical expertise …

Challenge Accepted: Replace an Existing CRM and Find a Modern Approach to a Demanding but Profitable Asset Management Channel with Dynamics 365 Sales Read More »

HSO's Logo 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 active CRM instances. As one of the industry leaders in CRM, Salesforce offers many of the most important features and benefits most businesses seek when …

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Intellective's Logo 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 the approval and funding of the loan. For banking organizations managing the loan application, origination, underwriting and closing process using multiple content management, storage and workflow management platforms, and the technology operations staff supporting them, …

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HSO's Logo 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 improving the lives of people”, so of course case management was a main topic of discussion. The advice:  Put yourself in the shoes of the …

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Crowe's Logo 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 organizations don't have a methodology to rate the priority of support requests or a system to record them. Many teams I see simply track cases …

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Crowe's Logo 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. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …

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Crowe's Logo 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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Crowe's Logo Employee Benefits Brokers: What You Should Expect From a CRM Solution

Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that even with so many CRM solutions on the market, with the right parameters in mind, you can find one custom fit to your industry and …

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