Posts Tagged ‘activities’

Beringer Technology Group's Logo Salesforce vs. Dynamics 365: Sales Reporting and its Limitations

Reporting and sales process defining are key elements to measuring success and identifying trends for sales strategy. There are a few limitations that are revealed in comparing Salesforce to Microsoft Dynamics 365 Sales Enterprise. Salesforce activity forms are great out of the box, but when a sales team desires to leverage a custom activity report, …

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Affiliated Resource Group's Logo Getting the Most Efficiency with Activities in CRM

Dynamics CRM is a software tool that allows companies to implement their own specific Customer Relationship strategy as opposed to a strategy dictated by the software itself.  Similarly, the system provides extreme flexibility to users, allowing them to accomplish tasks many different ways.  This flexibility is desireable in a modern software package but it can …

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