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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM automation’

THE CRM TRIO: CRM Integration, CRM Customization, CRM Automation

CRM is a great tool for all sorts of business types and can be integrated, customized, and automated to meet a variety of challenges.  We call it the CRM Trio.  For example, we’ve integrated with shipping solutions like Fedex.com and VISCO, e-commerce sites like Authorize.net and Volusion, distribution and warehouse software, and an assortment of […]

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Three Ways CRM Software Helps Automate Your Elevator Service Business

While elevators only go up and down, your elevator service business goes in many different directions.  You need to make sure your elevators are working properly and that customers are satisfied, while growing your business.  Provide your team with a tool stronger than what they carry in their toolbox – FieldBoss® with Microsoft Dynamics® CRM.  […]

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Processes, Workflows and Dialogues: How Microsoft Dynamics CRM Makes Running Your Business So Much Easier!

Customer Relationship Management (CRM) doesn’t start with CRM software. CRM is a business strategy which uses systems and processes to effectively manage interactions with customers, potential customers, and other contacts. An effective CRM strategy largely comes down to well designed, well implemented, and well run customer facing business processes. In theory, you don’t need software […]

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