What if I told you I have a new member of your sales team that, after an initial round of training, will be able to look at an RFP, decide if it’s a worthy opportunity, manage its response from start to finish… and won’t be on your payroll? This team member would only be paid …
AI for Asset Management Firms: Better Manage Pipelines & RFPs to Improve ROI Read More »
There are some things CRM does exceptionally well: in most cases, sending professionally designed, optimized sales proposals and automating and reporting on every customer interaction within the proposal process isn’t one of them. Rather, isn’t three or four of them. And that’s ok. Your Dynamics CRM system is designed to manage customer relationships, often of …
What part of Dynamics CRM does the public see? Your sales proposals. Read More »
Learn how to use Dynamics 365 to improve your team’s ability to profile accounts. A common struggle among sales teams is effective account profiling. Account profiling is the process of identifying key data points about customers and prospects and can help your sales and marketing teams more effectively target the …
Microsoft Dynamics 365 for Sales – Account Profiling Read More »
Proper Microsoft Dynamics 365 training is absolutely paramount to a successful rollout. In this article, our team at Strava Technology Group shares best practices from our 15+ years’ experience with Dynamics CRM/365. Developing your training plan should begin early in the project — during requirements analysis. It is important to assess the user base and …
Azure Machine Learning has continually improved and developed, and Microsoft has consistently ensured full integration with Microsoft Dynamics 365. This provides tremendous benefits to all types of business. Specifically, it provides text analysis capabilities for case attributes, identifying the most effective KB articles. The following will help you configure Dynamics 365 for Sales/Customer Engagement (CRM) …
You might try to deny it, but everyone gets a little thrill when they meet someone famous. And in our little Microsoft Dynamics channel we have our own group of celebrities. They may not be paid millions of dollars like Hollywood stars, but they have certainly put in their share of hard work. They are …
Are you as excited about Dynamics 365 Artificial Intelligence as I am? Some people may also refer to artificial intelligence as machine learning. Humans have natural intelligence but machines do not, despite what you may see in movies. However, machines are programmed to think and learn thus the term Artificial Intelligence. The upcoming October 2018 release …
Artificial Intelligence and the Dynamics 365 October ’18 Release Read More »
I’d like to dedicate this post to all the marketers out there who are confused or intimidated by their CRM systems. Like you, I once stared down the seemingly limitless options and customizations of Dynamics CRM (before the days of 365) and wondered how I was supposed to understand any of it. If you’re …
You are strolling through the aisles of the Expo Hall at User Group Summit Phoenix and see you see a perfect photo opp. Or you know a specific ISV vendor is there, and you want to send them a message. Use Twitter! Social media is a great way to promote and connect with your favorite …
Twitter Links for All Exhibitors You Will Find at User Group Summit Phoenix Read More »
Dynamics 365 licensing can be confusing but it doesn’t have to be! Dynamics 365 includes 6 purpose-built business applications- each managing a separate business process, but yet they all work seamlessly together, in a unified cloud-based platform. You can mix and match and choose the modules that meet your business’ unique needs. You can start small …
