Our CRM Software Development Process Makes all the Difference
Business Process Automation (BPA) has introduced a whole new level of efficiency within the workplace. The focus for small businesses has always been on streamlining, optimizing, and driving efficiency, but …
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CRM Systems are Sticky – Don’t Get Stuck!
Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a …
The Right Tool Makes Order Management Easy
If your experience is that order management software is slow, complicated, and frustrating, we’re betting it’s because you don’t have the right tool for the job. Recently, a client came …
Machine Learning and AI: Taking Over the World…or Just Opening New Doors for Financial Services?
By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told …
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 …
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Word Document Templates that use FetchXML for Complex Data Retrieval
Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. …
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Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?
Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos …
What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?
A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your …
Project Service Automation for CRM - Planning and Delivery
Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of …
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The Role of the Modern CRM Platform - Loyalty and the Customer Experience
There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that …
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