While there is a strong need for cloud ERP integration, this is a very challenging process. There are several reasons for this. Firstly, ERP platforms don’t have many pre-built integration options. They can only view data via Power BI, integrate with Office 365 and a few CRM apps. And even though some cloud ERPs, like Dynamics 365 Finance & Operations and Dynamics 365 Business Central, have open APIs which facilitate the integration with other […]
continue reading...Dynamics CRM Success Stories
How Three Insurance Agencies Are Benefitting from Dynamics 365
August 5, 2019 · Ryan Plourde, Crowe · No Comments
Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used […]
continue reading...5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365
November 27, 2018 · Ryan Plourde, Crowe · Comments Off on 5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365
As a technology consultant, one of the most satisfying and rewarding aspects I get to enjoy is finding ways to improve the quality of (work) life for my clients. My client relationships typically start with clients sharing frustrations related to manual and duplicative data entry, the inability to find what they need, the time spent […]
continue reading...How to Survive the 4 Stages of CRM User Adoption
January 15, 2018 · Ryan Plourde, Crowe · Comments Off on How to Survive the 4 Stages of CRM User Adoption
Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. Whether you’re starting a new CRM initiative or salvaging an existing one, you must start with the mindset that implementing a new CRM system is […]
continue reading...How We Have Seen Digital Transformation Impact Three Clients
August 28, 2017 · Ryan Plourde, Crowe · Comments Off on How We Have Seen Digital Transformation Impact Three Clients
Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance […]
continue reading...User Adoption with Microsoft CRM/Dynamics 365. Do you have it?
May 16, 2017 · StravaTechGroup · Comments Off on User Adoption with Microsoft CRM/Dynamics 365. Do you have it?
This is part 1 of a series of blogs on user adoption with Microsoft CRM/Dynamics 365… the Achilles heel of CRM. I will examine real-world causes of CRM user adoption failure and how to avoid or recover from the top issues that cause user adoption issues. I founded Strava Technology Group with a very clear […]
continue reading...Jumeriah’s Luxury Hotel Experience Gets Boost from Microsoft Dynamics 365
March 21, 2017 · CRM Software Blog Writer · Comments Off on Jumeriah’s Luxury Hotel Experience Gets Boost from Microsoft Dynamics 365
Jumeriah is a luxury hotel company with 23 global hotels throughout Europe, the Middle East and Far East. With business customers from all over the world, Jumeriah depends on Microsoft Dynamics 365 for customer-centric marketing that boosts customer engagement and global revenue. Jumeriah’s customers are diverse and unique, so generic mass emails to them often […]
continue reading...Video: Microsoft Dynamics 365 Simplifies Business Intelligence for Amway Business Owners
February 20, 2017 · CRM Software Blog Writer · 2 Comments
There is a very good chance you have had at least some interaction with an Amway Business Owner (ABO) or know someone who has. Amway does business in over 100 countries and employs over 19,000 professionals. With Microsoft Dynamics 365, Amway employees are empowered to provide the best possible support to ABO's with real-time business […]
continue reading...CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team
February 13, 2017 · Affiliated, Mike Moran · Comments Off on CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team
In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]
continue reading...CRM Optimization & Visibility: 6 Common Goals and Applications
October 24, 2016 · Affiliated, Mike Moran · Comments Off on CRM Optimization & Visibility: 6 Common Goals and Applications
In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]
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