Does your CRM system make it easy for your account managers to reach their goals? Whether you’re about to implement a CRM system or you’ve been live for some time, applying a few basic principles can help your team do their jobs better with less stress. More productive account managers and sales reps equal higher …

Help Account Managers Sell More by Eliminating the Noise in the CRM System Read More »

As established by Fujio Mitarai, “Diversification and Globalization are the keys to the future”. Globalization has practically squeezed the entire world together. Businesses and Human interactions have been entwined due to this and are being conducted from all the parts of the world. A product ideated in North America maybe be manufactured in Asia to …

Increasing Business Productivity beyond the Boundaries of your Office by using Maplytics within Dynamics 365 CRM Read More »

Dynamics 365 CRM is one robust business application that has become an essential part of many organizations for managing customer relationships. To garner the benefits of such a strong system, it is prudent that employees adopt and adapt it quickly and easily. But how can you ensure that your employees are successfully adapting to CRM? …

4 Best Practices to Improve Dynamics 365 CRM User Adoption Read More »

Empower your sales teams with technology to outpace the competition with Microsoft CRM. At iCepts Technology Group, Inc. we understand that investing in new technology is a big decision. More companies are relying on sales force automation (SFA) tools and Artificial Intelligence (AI) to get ahead. But it’s no small commitment to deploy a new …

Empower your Sales Force with Microsoft CRM Read More »

You can deploy Microsoft Dynamics 365 applications on-prem or in the cloud. Many businesses are seeing more benefits from cloud deployment as opposed to on-prem. You know how important customer relationship management (CRM) capabilities are to the future of your business. You can use Dynamics 365 applications to help improve your customer relationships, create sales …

Microsoft Dynamics CRM On-Premises: What are You Missing? Read More »

Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …

How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers Read More »

Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …

How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365 Read More »

Turn prospects into business relationships with marketing in Dynamics 365 Orchestrate customer journeys and engage your target audience in real time by using built-in marketing features in Dynamics 365. The three built-in marketing features we will focus on in this blog are marketing lists, campaigns, and quick campaigns. Marketing becomes a breeze once you have these …

Win More Customers With Marketing in Dynamics 365 Read More »

Many companies lack insight into their data, forcing them to scramble and respond to situations and challenges as they arise. Do your customer service agents always waste time looking for information when they receive support calls or do you have the tools and resources in place to anticipate when a customer will contact you and …

Understanding Microsoft Dynamics 365 Customer Engagement (CE) Read More »

Nonprofits play an unbelievably significant role in dealing with the world’s harshest challenges — whether providing education opportunities to people in certain communities, offering food and shelter to destitute, or providing healthcare and medicine to remote locations. They work hard to achieve their mission and usually and unfortunately, they are underfunded. Now, Microsoft has a …

The Common Data Model And Microsoft’s Nonprofit Accelerator V2 Read More »

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