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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

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If Oprah Can Walk on Hot Coals, You Can Unleash the Giant Within your company- Can your company survive tough times?

I watched Tony Robbins on PierS Morgan several months ago. Tony Robbins was the guest and spoke on the topic of taking control of your life even when experiencing traumatic life events.  Tony spoke with a young man that was shot in a high school shooting and is now paralyzed. This student has emerged and now plans to help […]

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Implementing Microsoft Dynamics CRM: Choose or Lose

As one of the largest Microsoft Dynamics partners in the mid-Atlantic, BroadPoint understands the importance of proper system design and deployment. Through our hundreds of implementations, we have seen (and experienced) many different processes, from the initial design all the way through going live. However, choosing the right process for your particular organization makes all […]

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3 Insider Tips for Using CRM To Increase Company Revenue

We now have tools  that make the sales processes I have used for the past 20 years so much simpler. In my first post I discussed the background, and now I want to share 3 simple ways you can use CRM software to increase your company's revenue. 1) Activities- Define the important high value activities for your […]

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Dynamics CRM Leads SFA Market Both On-Premise and Online

Gartner Research released their annual analysis of sales force automation (SFA) solutions this month, revealing both Microsoft Dynamics CRM on-premise and Microsoft Dynamics CRM Online holding spots in the “Leaders” area of their Magic Quadrant. For this analysis, Gartner ranks products based on their completeness of vision and their ability to execute on that vision […]

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Dynamics CRM and Office 365 Pack a Powerful Punch Together

We do a lot of talking about the power of Microsoft’s business management solutions, like their customer relationship management system, Dynamics CRM (http://www.socius1.com/solutions/crm/microsoft-dynamics-crm/).  One of the reasons that Dynamics CRM can be such an asset to your organization is because of the way that it works with familiar Microsoft Office tools. Not only is Dynamics […]

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The ABCs of CRM: What You Should Know About Activity Based Costing

"The value of an idea lies in the using of it." Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship management) strategy world – Activity […]

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Product of the Month…CRM Data Grid Control by AbleBridge

At P2 Automation, we’re all about productivity, and we’re always on the lookout for tools that will provide greater capacity and improved efficiency.  If you’re a Microsoft CRM user, you’ll definitely appreciate our latest find…the Data Grid Control from AbleBridge.  The Data Grid Control is a flexible Microsoft CRM enhancement that will turn any CRM […]

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Microsoft Dynamics CRM and Data Security in a Virtual World

Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user adoption and improved business process design. Stay focused as you develop your CRM implementation plan since it is easy to get confused when […]

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Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing

Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. For many companies, this built-in solution offers more customer service capabilities then they’ll ever need, but oftentimes manufacturing enterprises require a more extensive customer service solution. We’ve worked with a large […]

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3 Reasons Microsoft Dynamics® CRM Beats Oracle CRM

Now that more organizations understand how business agility will be critical to their success, many are looking for a good CRM system to improve sales, customer service, marketing, and other customer-related data. If you’re currently evaluating a CRM solution for your business, we’d like to help by pointing out a few differences between Oracle CRM […]

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