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Best Practices for Customer Service to Prioritize Support Requests in CRM - Part 2

by Ryan Plourde, Crowe - What type of customer should get the highest priority support? All customers are important, but the loudest or highest touch doesn’t always equate to the most important customer to your business. There are two main factors to be considered when prioritizing support interactions. The type of issue The type of customer As I explained in …

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Unify Disparate Systems in Your Enterprise with Intellective Unity for Dynamics

by Intellective - Many established enterprises today have critical business content and data stored in several disconnected systems, creating process inefficiencies that can hamper employee productivity. In a perfect world, that content and data could all be migrated to a single, modern solution. But as you know, there are many circumstances that make such migrations either prohibitively expensive, …

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Use Your CRM to Get Personal Using Views, Lists, Reminders and Rules

by Peter Wolf, Azamba Consulting Group - Making your customers feel special is all about details - the personal touch. And that personal touch increases sales. You know CRM helps you communicate with your long list of customers, but you may not realize how you can leverage the system to reach your clients on a truly personal level. In this fourth article …

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Can a Money-Back Guarantee on a CRM Implementation Be Trusted?

by Peter Wolf, Azamba Consulting Group - You’ve probably heard that CRM implementations have a surprisingly high failure rate. Who would want to back such a risky venture with a money-back guarantee? At Azamba Consulting Group we have been doing just that for many years, and it works. Our CRM implementation Money-Back Guarantee says: I could tell you that I've never had …

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Five Steps to A Successful Microsoft Dynamics 365 CRM Implementation

by Ryan Plourde, Crowe - If you are contemplating a new or upgraded CRM implementation, you’ll want to get it right the first time. You don’t want to risk a botched implementation or adoption by failing to prepare. At Crowe, we’ve developed a successful implementation recipe with five essential ingredients: Put people and processes before technology Don’t get us wrong—technology …

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CRM Pricing: How Much Will It Cost?

by Peter Wolf, Azamba Consulting Group - If you are in the market for a new or updated CRM system, you can certainly find lots of information about features and technology. But one aspect that’s often hard to pin down is the cost. How much will a CRM system cost you to own and operate? The price of a CRM implementation project …

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The 11 Step Plan for CRM Success

by Preact CRM - Microsoft Dynamics UK Gold Partner - There are some statistics for CRM that give it a bad reputation: “70% of CRM initiatives fail to achieve their expected objectives” - source Cap Gemini Ernst & Young “90% of businesses can’t show a positive return on CRM” - source Meta Group “75% of CRM initiatives fail to substantially impact the customer experience” - source …

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Best Practices for Microsoft Dynamics 365 Solution Management and Patch Deployment

by Beringer Technology Group - Do you find yourself making changes directly in Production? If you don't get it perfect the first time, this can really impact your users, nullify user adoption and introduce unnecessary “down time."   In this one hour webinar, we will cover best practices surrounding using different organizations to develop and test your changes. You will …

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35 Examples How Dynamics CRM Benefits Sales Teams

by Preact CRM - Microsoft Dynamics UK Gold Partner - Achieving Growth Targets 1. Goal Management Sales teams need to know how they’re performing in comparison to their sales goals. Are they on track? If not, how much is the shortfall? Microsoft Dynamics CRM benchmarks performances against key sales performance indicators to inform sales directors, managers and other sales professionals with easy to follow charts …

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Tracking User Activity in Microsoft Dynamics CRM

by Richard Knudson - Everybody agrees that user adoption is a good thing, and that high user adoption is a key measure of the overall success of a CRM implementation. But there’s less agreement about how to measure user adoption. One way is to use a dashboard to directly display measures of “what users are doing”. For example, suppose you’re …

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