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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 Success Stories

Healthcare Provider Visits the Elderly in Their Own Homes – 17 Amazing Customer Experiences With Dynamics CRM

The hand held devices available today combined with cloud software are breaking down the walls around all kinds of services—which can be delivered just as well in the field as they can in the office. The challenge Responding to the growing percentage of elderly patients in their practice, a regional healthcare provider started a home-visit […]

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Bike Manufacturer Helps Distributors Sell More – 17 Amazing Customer Experiences With Dynamics CRM

Building tighter relationships through better communication and shared marketing tools with your distributors can drive sales and goodwill. The challenge For a bicycle manufacturer, regional bike shops are an important part of their business. Competition was fierce, and the company wanted to build better relationships, but business owners were busy and didn’t want to spend […]

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Accounting Firm Simplifies Scheduling and Accelerates Billing – 17 Amazing Customer Experiences With Dynamics CRM

In the professional services business, cash is king. Increase billable hours and reduce collection time for a winning cash flow combination. The challenge A regional accounting firm had lower utilization and slower collections than industry averages. Looking for the root of the problems, they identified inconsistent scheduling practices among their accountants and inefficient billing processes. […]

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Hotel Group Markets Events Across Locations – 17 Amazing Customer Experiences With Dynamics CRM

When a business has multiple locations with unique services at each one, matching customers with the best options can get complicated fast. The challenge A regional hotel group with three popular facilities was using separate systems to manage each location. If one hotel didn’t have availability or a large enough room, they asked the customer […]

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Financial Services Company Taps Experts to Close Sale Quickly – 17 Amazing Customer Experiences With Dynamics CRM

When the products and services a company sells are complex, the sales person can only take the deal so far. They need the experts of the organization to provide the full story to customers. The challenge A leading financial services firm provides a variety of investment programs to credit unions. When a credit union wanted […]

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Telephone and Broadband Service Company Goes with the Flow – 17 Amazing Customer Experiences With Dynamics CRM

Customers lose patience quickly when their support issue has to move through multiple departments for resolution. A single source of customer support solves the frustration. The challenge A telephone and broadband service provider was using multiple systems to manage support calls. If Tier 1 support couldn’t fix the problem, a paper work order was issued […]

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CRM as an Operational Platform for Financial Services: 5 Goals One Firm Achieved

Sometimes it is not what the application was designed to do, but how the application is applied to a particular situation that the real benefits are realized. A large hedge fund was looking for a single system to accomplish some very specific goals. They looked at several point solutions for the financial services industry, but […]

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3 Important Factors to Consider When Replacing Your Legacy CRM System

If you're like many organizations, you installed a CRM system many years ago. It has served you well, but it is beginning to show its age. It doesn't integrate well with your newer hardware and software systems. It cannot be upgraded easily, if at all, and there aren't many partners that can help with that […]

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Nonprofit Coordinates Case Management – 17 Amazing Customer Experiences With Dynamics CRM

Working with accurate, timely data is always important, but for nonprofits serving people in need, giving the correct answer to every question takes on a special importance. The challenge A nonprofit organization dedicated to connecting developmentally disabled adults with the resources they need to lead independent lives was struggling as they grew. Serving more clients […]

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Outdoor Living Products Manufacturer Closes Deals on First Call – 17 Amazing Customer Experiences With Dynamics CRM

Buyers today want lots of options—to build the product just as they want it. They also want to see what their selections will look like. The challenge For a company specializing in creating spectacular outdoor cooking facilities for customers, painting the picture of what the final project would look like was important. When a customer […]

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