User adoption is one of the major pain points in a CRM implementation project. You may deploy the best one in the market that meets all your requirements, but if your …
Posts Tagged ‘CRM for SMBs’
Working with a CRM Consultant in an SMB
Success in any project or task largely depends on two things: the manpower available and appropriate expertise. If your small and midsized business (SMB) lacks either, then it’s time to …
8 steps to create a great Sales Playbook for SMBs
The buyer of today doesn’t need to rely on a salesperson to find out about a product or service. They are least interested in what the lead score is, or …
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Avoiding death of data with CRM in an SMB
More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may …
Dynamics 365 and HR Management in an SMB
Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently …
Do startups need Microsoft Dynamics CRM?
Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that …
Challenges of working without a CRM in an SMB
For all kinds of businesses, large conglomerates or small and midsize ones, CRM is a familiar term. Anywhere you go, you get to learn about different kinds of CRM software …
Importance of Integrating SharePoint and Dynamics 365 in an SMB
Most often small and mid-sized business (SMB) customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc. And another request …
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Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365
Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the …
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