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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 for sales’

Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]

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LinkedIn and Dynamics 365/CRM: a Winning Solution

Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]

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Selecting the Best CRM Software

Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]

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Gérez votre cycle de ventes complet avec Microsoft Dynamics 365 Customer Engagement

Avec toutes les technologies cloud et d’intelligence artificielle maintenant disponibles, on entend beaucoup parler de tout ce qu’une solution CRM peut faire. Cependant, si vous pensez à implanter une solution de gestion de la relation client telle que Microsoft Dynamics 365 Customer Engagement au sein de votre organisation, commencez plutôt avec les fonctionnalités qui ajouteront […]

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Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement

With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.   Start out […]

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3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]

The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience.  However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]

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Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike. […]

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How Microsoft Dynamics 365/CRM Adds Value to Your Business

Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]

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“Dynamic” RFP responses: set yourself apart

If you're a B2B VAR of MSFT Dynamics CRM and you get an RFP to answer ASAP... you have far too many acronyms to sort through. In all seriousness, if you are this person, you likely know one thing above all else when an RFP hits your inbox: YOU ARE NOT ALONE. In fact, a […]

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