Posts With Highest Quality Rating

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Popularity: the level of engagement as measured by “time on page" metrics.

Why Look at Qualitative Data on Sales Force Performance in CRM

by Darya Yafimava, ScienceSoft - You can tap into a great number of stand-alone solutions that help to manage and assess sales force performance (144 million Google search results!), but there is one thing that can make them irrelevant. That is, if you opt for customizing the CRM system you already have by adding the functionality in question or leveraging it from out-of-the-box features of your platform. Why do this?
Territory Management within Dynamics 365 CRM on Maps – How does it make life easier!

by Inogic - Dynamics 365 CRM records have an intrinsic field i.e. address which can be used by the users to plot their geographical locations on map. By visualizing the geographical locations on map, managers can plan territories out of them and further assign them to the Sales and Service reps for an effective client management. Maplytics your …

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Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

by Inogic - One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a …

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Tracking sales proposals in Dynamics

by Martin Spritzer, IQX - If you're in marketing, you can probably skip this article. But if you're in sales and reliant on Dynamics to help close new business, take three minutes and read further. Dynamics CRM, as many of us know, is often positioned as a classic "Swiss Army Knife" type of tool. Need to manage contacts? It can …

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Introducing the First Solution from Project Cortex: SharePoint Syntex

by JourneyTEAM - Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

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Why is Microsoft Dynamics CRM software important for the sports industry?

by Aha Apps - A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Disaster Recovery and Continuity Planning with Microsoft Azure

by JourneyTEAM - Do you run a small business? Are you the head of a large company? Is your organization headquartered in a metropolitan center, or in a rural area? No matter what your circumstances may be, all businesses in the U.S. share one thing in common: the importance of Information Technology (IT) in their day to day …

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Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors

by DealHub - In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key …

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Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits

by Ryan Plourde, Crowe - I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …

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Why AI, IoT, and Business Intelligence is Not Just for Big Business

by CRM Software Blog Writer -     Digital transformation is necessary for survival in today’s business world. But what does this mean for your small or midsize organization’s culture, processes, and operations? We’re here to show you that cutting-edge technological tools are not just for big business but every business- including yours. In this article, we’ll give insights into how …

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