Member White Papers
Welcome to our library of downloadable white papers. Review the short descriptions below and click the links to read the entire description or download the white paper.

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Next-Gen Tech for the Rest of Us: Why AI, IoT and Business Intelligence Is Not Just for Big Business

In this whitepaper, twenty ERP and CRM experts will help you understand the technologies that larger organizations are using to serve customers better, control costs, support remote workforces and more. We’ll provide examples of how companies could use AI (Artificial Intelligence), IoT (Internet of Things) and other next-gen tech to level the playing field with big competitors. Let’s think big and build for the future.… Read more

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19 Brilliant Ways to Promote ERP & CRM User Adoption

To get the most impact from a business management solution, your employees must learn the system quickly and use it efficiently. This white paper will share the knowledge gained through thousands of ERP and CRM implementations to help get your employees started on the right foot. Our contributing partners have shared best practices, vital warnings, and bright ideas so you can quickly realize the full value of your software investment. Download the white paper to find out how to help your employees embrace change and take your organization to the next level.… Read more

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9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis

During times of uncertainty, innovation is crucial to survival. Businesses today are facing upheaval on so many levels—state lockdowns, closed offices, slashed revenue, no childcare for workers—that it’s hard even… Read more

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9 Questions Nobody Asks Their CRM Partner...But Should

Your choice of implementation partner can make a world of difference. The right partner will deftly manage the project to deliver a system that fuels your business growth. The wrong… Read more

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21 Reasons Millennials Prefer Microsoft Dynamics

Millennials are quickly taking their place as the driving force in the workplace. In 2020, those born between about 1980 and 2000 are expected to comprise half of the workforce… Read more

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7 Pitfalls to Avoid as You Transition to the Cloud

The cloud has come a long way over the past decade. Cautious business leaders waited for the model to prove itself before jumping on the bandwagon, but by now there… Read more

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But Really...What is Microsoft Dynamics 365?

If you are confused about Microsoft’s new business solution product lineup, you are not alone. The names and branding for their Dynamics ERP and CRM solutions have changed so often… Read more

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Drive User Adoption for Microsoft Dynamics 365 using VisualSP

Increase usage and comfort within Dynamics 365 for your users to enhance user adoption while reducing support tickets. Provide in the moment support with a Digital Adoption Platform (DAP) that sits on top of your Dynamics 365 environment to help your users get their job done.… Read more

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Enhancing the Digital Customer Experience

Solgari's new eBook, “Enhancing the Digital Customer Experience”, is available for download today.… Read more

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Compliment the efforts of Field Service Reps with important tricks and tips on Field Service Solution

The field service industry is exponentially growing and catering to clients with unique strategies every day! Effective field service has been recognized as an important aspect of maintaining good client relationships. Thus, businesses across verticals are investing in exploring its potential more… Read more

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Enable swift adoption of Microsoft Dynamics 365 CRM with advanced user activities monitoring app!

Dynamics 365 CRM is one of the best applications used by organizations across the world for managing customer relationships. With constant monitoring, this advanced application can be successfully adopted by CRM users in a short period of time. And this can be achieved with the User Adoption Monitor… Read more

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Collate Sales and Marketing data on one platform with the new-age Mailchimp integration app!

A well-coordinated Marketing and Sales team is critical for the growth of the business. With Marketing4Dynamics, we aim to aid the collaboration between the Sales and Marketing teams by integrating Mailchimp with Dynamics 365 CRM without the technicalities of complex coding and programming.… Read more

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Ease your way around managing subscriptions within Dynamics 365 CRM with a smart subscription management app!

In the past decade, subscriptions-based businesses have seen enormous growth across industries. With this tremendous growth comes the need for smart apps like Subscription and Recurring Billing Management to effectively handle the increasing number of subscriptions within Dynamics 365 CRM.… Read more

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Shorten your journey from Leads to Sales with an effective Lead Automation App

The journey from Leads to Sales is quite tedious. To make the transition from Leads to Sales smoother it’s time to automate certain processes. And this is where Lead Automation apps like Lead Assignment and Distribution Automation can help you!… Read more

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Improved Customer Relationships with Maximized Field Presence

With the global business back on track, let us highlight the success rate and importance of in-person field sales. The challenges faced by the on-field sales reps every day are tremendous. However, a well-equipped rep faces all the challenges with ease and gets positive outcomes for the business!… Read more

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Magnify Document Management Experience within Dynamics 365 CRM

Managing documents/attachments and storage space within Dynamics 365 CRM is quite taxing. That is why there is a constant need for robust document management apps like SharePoint Security Sync and Attach2Dynamics that integrates SharePoint, Dropbox, and Azure Blob Storage with Dynamics 365 CRM.… Read more

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A Guide to effective visualization of Dynamics 365 CRM data!

Graphs, charts, pictograms, and infographics grab more attention than reports, numbers, and spreadsheets. This is because our brains are programmed to process visuals faster than text or numbers. And this is exactly what data visualization apps like Kanban Board and Map My Relationships do.… Read more

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Auto Scheduling, Territory Management, Real-time Field Reps tracking and more within Dynamics 365 CRM/PowerApps!

The importance of geo-analytics for business growth has been established over the years. All the industries in the world are on the path of globalization. This highlights that the sales… Read more

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Revitalize Dynamics 365 CRM productivity with 15+ top-notch solutions from Inogic!

Inogic is one of the most experienced Microsoft Gold ISV for Dynamics 365 CRM & Power Platform. Being a hub of innovation, our motive is to help organizations to accelerate their essential business operations by enhancing CRM productivity through our cutting-edge products and services.… Read more

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What the Heck is Digital Transformation and What Does It Mean For Your Business?

Like most big concept buzzwords, “Digital Transformation” means something different to almost everyone. You hear it thrown around with terms like Internet of Things (IoT) and Predictive Analytics. But could digital and technological advances really have an impact on YOUR business? To get a practical, real-world perspective, we asked the technology experts listed at the end of this whitepaper—people in the trenches of modern business—for their definition. Then to help you understand what your own digital transformation can look like, we collected real-world stories from businesses using ERP, CRM and the cloud to rethink their future. In this white paper, you’ll find deeper explanations of what technology advances can mean for your business.… Read more

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CRM is Not Just For Salespeople

There was a time when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the liaison between the customer and the business. Those days… Read more

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17 Amazing Customer Experiences Businesses Deliver Today With Microsoft Dynamics CRM Online

To help you envision your own potential, we asked Microsoft partners to share stories from organizations that are tapping into the power of Microsoft Dynamics CRM Online and Microsoft’s suite of cloud solutions. These examples will show you how real businesses are changing their customers’ experiences for the better. As you read about these forward-thinking organizations, you’ll undoubtedly be inspired. Download the white paper now to see how Microsoft Dynamics CRM Online can help you amaze your customers.… Read more

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24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers

Do you think that CRM is only for managing contact information, just a high powered Rolodex? Are you looking for more innovative ways to get value from your current CRM system? This white paper will open your eyes to 24 wildly creative ways real companies are using Microsoft Dynamics CRM to drive revenue and serve customers.… Read more

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White Paper: Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM

Everyone’s talking about how important it is to implement mobile solutions for your business. But can mobile really make a difference to the bottom line of your business?   The… Read more

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White Paper: CRM and Social Networking: Engaging the Social Customer

Used effectively, social networking sites can enable marketing professionals, salespeople, and customer service agents to develop meaningful relationships with customers in new ways. This paper discusses tangible ways that organizations… Read more

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Le CRM, pas que pour les ventes

Il fut un temps où l’outil de gestion de la relation client (CRM) était le domaine exclusif de l’équipe des ventes, qui était le lien entre le client et l’entreprise.… Read more

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17 Expériences Clients Remarquables Qu’offrent Les Entreprises Avec Microsoft Dynamics CRM Online

Pour avoir un impact sur les clients aujourd’hui, et bâtir la loyauté face à une concurrence qui est à la portée d’un clic, il ne suffit pas d’être « assez bon ». Les entreprises qui réussissent à gagner la confiance et le cœur de leur clientèle livrent des expériences clients remarquables qui sont personnalisées, proactives et intuitives au niveau du marketing, des ventes et du service. Un excellent service est à la portée de toutes les entreprises de petites et moyennes tailles.… Read more

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Seven Reasons to Embrace Connected Field Service

Download this eBook to learn the benefits of connected field service and gain expert advice to help your organization get started.… Read more

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Sales Playbook

A sales playbook, simply put is a document that serves as a framework for sales team operations and outlines the strategies that most effectively guide sales reps, convert sales opportunities,… Read more

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CRM Selection Checklist

Our CRM selection checklist has been created in a simple manner so that you can focus on each phase and plan it well to reduce the CRM failure for your small and midsize business.… Read more

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Social Media & Sales Quota – The Impact of Social Media on Sales Quota and Corporate Revenue

Social Centered Selling and A Sales Guy Consulting strive to answer the question, “Is social media an effective selling tool for today’s new, more educated, informed, busy buyer?” With all… Read more

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White Paper: Leveraging Microsoft Dynamics CRM and SharePoint for Enhanced Business Impact Whitepaper

This whitepaper lays out an approach for using a combination of Microsoft Office SharePoint Server 2007 platform and the xRM application framework of Microsoft Dynamics CRM to address today’s great business challenge: how to be more customized, more rapid, and more engaged with the client while still driving down transaction costs and associated overheads.… Read more

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CRM In the World of Buyer 2.0

In a rapidly changing business world, sales organizations are under intense pressure to differentiate both their offerings as well as the customer experience. Microsoft Dynamics CRM provides an exceptional platform… Read more

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Your Brand Sux – Turning Sentiment Into Opportunity

Let me just say, we don’t think your brand ‘sux’, but in today’s social and mobile world you may encounter this type of sentiment at some point during the life… Read more

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WOW Service: Social Intelligence Guide for Customer Service

Amazing customer experiences happen when companies empower their employees to listen to, personalize interactions with, and engage with their customers across the product or service’s life cycle. Revealing the human… Read more

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White Paper: Driving User Adoption for Microsoft Dynamics CRM

When deploying a new software solution, the percentage of employees that readily adopt the new technology can vary widely from one organization to another. This white paper includes tips and examples of what other organizations have done to encourage their teams to embrace Microsoft Dynamics CRM.… Read more

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Microsoft Dynamics CRM Vision Statement of Direction

Microsoft has delivered significant innovation and value in customer relationship management (CRM) software with the recent release of Microsoft Dynamics® CRM 2011, a flexible CRM solution that provides the power of productivity through familiar, intelligent, and connected experiences for organizations of all sizes worldwide. This Statement of Direction (SoD) outlines the future direction of Microsoft Dynamics CRM over the short and longer term.… Read more

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Offer: Get a Free 30 Day Trial of Microsoft Dynamics CRM Online

Sign up for a free 30 day trial of Microsoft Dynamics CRM Online.  No payment, no committment.  A local Dynamics CRM will follow up with you to process your trial… Read more

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Next-Generation CRM: Driving Productivity with End-to-End Cloud Services

Amplifying the Power of Productivity with Microsoft Dynamics CRM and Microsoft Cloud Services… Read more

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White Paper: Maximizing Customer Retention: A Blueprint for Successful Contact Centers (by DMG Consulting)

This white paper is a blueprint for building a successful contact center customer retention program. It provides strategies and tactics for companies of all sizes to employ in developing an effective approach that will yield high financial returns.… Read more

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Optimizing Business Productivity: Do More for Your Customers and Your Business

As sales, marketing, and service teams increase their productivity through use of an integrated CRM solution, both customer experience and business results improve, creating a competitive advantage.… Read more

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White Paper: Improving Sales Productivity: An Opportunity for Sales and IT Leadership (by CustomerThink)

The main focus of this white paper is about revealing key factors in sales rep productivity, including what helps improve their efficiency (increasing selling time) and effectiveness (getting better results from the available selling time).… Read more

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White Paper: Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM Whitepaper

The xRM application framework of the Microsoft Dynamics CRM offering is designed to help organizations meet their LOB (Line of Business) application requirements more economically than traditional approaches by providing rapid application development, a high degree of flexibility, and consolidated systems management. This paper examines how customers and partners are using xRM to drive business success.… Read more

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White Paper: Bringing Enterprise CRM to the Small Screen

Many industry observers have suggested that the sales force automation (SFA) platform of the future will look a lot more like a handheld device than a laptop, and for good… Read more

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White Paper: Sales & Marketing The New Power Couple

When sales and marketing share insight, they are well-positioned to become a true power couple that can lead your company into a profitable future. This whitepaper will share with you… Read more

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White Paper: Boost Revenue and Thrive Leveraging CRM in Hard Times

When working with companies in a wide variety of industries, Microsoft has observed best practices and techniques that can enable you to do more than just survive during an economic… Read more

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White Paper: Real World Marketing: Enabling Marketing Throughout The Organization

This IDC research report shows how easy-to-use applications combined with best practices can help you execute impactful marketing programs and activities that have direct impact on customer acquisition and retention… Read more

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White Paper: Customer Relationship Management: The Winning Strategy in a Challenging Economy

In a growth economy, businesses typically work hard to expand their customer base and spend aggressively to stoke the growth engine. When money is tight however, existing customer relationships grow… Read more

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White Paper: The Future Sales Force A Consultative Approach

Some organizations have found that their sales processes have become more challenging while the performance of some of their sales professionals who were past stars has deteriorated. Learn how a… Read more

 

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