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Posts Tagged ‘CRM integration’

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

As an executive within an organization, you need to have a global view of what’s going on across your entire organization. At all times you should not only have a snapshot of the activities across your key departments, but also of the different business areas within your organization such as: Customer profiles and statistics Financial […]

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

Certains rapports financiers peuvent aider les directeurs de ventes à avoir une vision claire de la situation actuelle de leurs clients. Ces rapports deviennent importants quand il est temps d’évaluer le portefeuille des clients de votre entreprise, puisqu’ils dressent un tableau complet de votre clientèle. Ces rapports incluent : Le volume de ventes : cumul annuel à […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From A Sales Manager Perspective

There are certain financial reports that are important for sales managers to review to help them have a clear snapshot of a client’s current status. These reports become even more important when it is time to review your organization’s overall client portfolio, as it is these reports that will give your organization a better understanding […]

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

Par le passé, les entreprises optaient pour les meilleurs progiciels sur le marché, indépendamment de la marque, ou développaient des applications maison afin de répondre à leurs besoins de relation client et d’opérations. Comme ces systèmes deviennent désuets et obsolètes, les directeurs informatiques recherchent maintenant de nouvelles solutions pour mieux réunir leurs différentes bases de […]

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Why You Should Integrate Your Financial System to Microsoft Dynamics CRM: From an IT Director Perspective

In the past, firms have looked for the best of breed solutions or developed in-house applications in order to meet their customer relationship and operational needs. As these systems that were originally developed are now starting to become outdated and obsolete, IT Directors are looking for new solutions to more easily bring together all of […]

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Pourquoi vous devriez intégrer votre système financier à Microsoft Dynamics CRM

La dernière tendance que l’on peut constater avec les systèmes de gestion est que les entreprises recherchent de nouveaux moyens de regrouper et d’intégrer toutes leurs informations en un seul endroit. Traditionnellement, les intégrations étaient encombrantes, coûteuses à maintenir et ne faisaient que pousser l’information d’un système à un autre. Désormais, les entreprises veulent aller […]

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