For years, Microsoft Dynamics customers have leveraged Powertrak CPQ software to ensure accuracy and efficiency in their sales quoting, ordering, and configuration processes. Five years ago, our product configurator customers had the option to transform their still images into interactive 2D drawings and 3D models. Today, they can take their configurable products and room layout designs …

Virtual Reality Redefines How Customers Experience Products Read More »

Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. …

How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs Read More »

Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead.  It also ensures that your marketing strategy addresses each stage which in turn leads to a higher conversion rate and long-term customer loyalty. Many sales deals …

Dynamics 365 and the Customer Buying Journey Read More »

Dynamics 365 (online) version 9.0 is here and there are some important developer changes you should know about! In addition to deprecated client-side code, the Dynamics 365 SDK will be retired and replaced with what Microsoft is calling the "Developer Guide".  Developers use the current SDK to search for coding compatibility, access tools such as the …

Dynamics 365 SDK Retirement Read More »

Ledgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public. Get expert tips, best practices, and find out everything you need to know with V9 Updates. In this On-Demand Webinar, you will: See User Interface Enhancements to the Existing User Interface: …

Discover What’s New in the Microsoft Dynamics 365 V9 Update Read More »

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the …

How to Compare CRM Options for the Employee Benefits Broker Industry Read More »

The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have …

The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365. Read More »

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