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Posts Tagged ‘CRM integration’

How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

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How to automate ALL your sales & marketing reports – No more digging through data!

If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]

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Office 365 and Dynamics CRM: The Perfect Match

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM: du point de vue d’un contrôleur

Le principal outil du contrôleur est le système ERP puisque toute l’information financière y est enregistrée, mais cela ne veut pas dire qu’il n’est pas concerné ou intéressé par les détails des autres départements de son organisation. Le département des finances est souvent sollicité pour extraire des données financières puisque les autres groupes peuvent ne […]

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What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It

There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your business. And there is no better tool on the market to help you reap the benefits of knowledge than Microsoft Dynamics CRM. Having readily available […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From a Controller’s Perspective

A controller’s primary tool is an ERP system since all of the financial information is stored there, but that does not mean that they are not invested or interested in the details from other departments across the organization. The finance department is typically solicited to pull financial data because other groups may not have access […]

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Microsoft Dynamics CRM and FieldOne: A Beautiful Marriage for Customer-centric Field Service Management

  In the past decade we have seen a whole spectrum of customer-centric businesses realize the need for better, integrated field service management tools. Whether it be for on-site maintenance, repairs, installations, or contracted services, Field Service Management solutions are used by many different industries for many different reasons. It came as no surprise to us when […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM: du point de vue d’un directeur exécutif

En tant que dirigeant d’une entreprise, vous devez avoir une vue globale de tout ce qui se passe dans l’entreprise. À tout moment vous devriez non seulement avoir un aperçu des activités à travers vos départements clés, mais aussi des différents secteurs d’activités tels que : les profils et les statistiques de clients la performance financière […]

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