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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 Selection Tips’

CRM Jeopardy! – Top 5 Questions to Answer Before You Begin Your Search for a CRM Software System

I’m going out on a limb here and assume you’re all familiar with the TV game show Jeopardy! Created by Merv Griffin, it first aired in 1964. The daily syndicated version we’re all most familiar with premiered in 1984 and since its inception has featured Alex Trebek as host and Johnny Gilbert as announcer. Trebek […]

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Webinar – Tips to Boost Your Sales and Customer Services Effectiveness with CRM

If your company is like most, you strive to optimize the quality of your existing customer relationships while driving new business. However, like many organizations you may lack the capabilities and tools to do this productivily and efficiently. Wouldn’t it be great if you could increase your time with customers, shorten sales cycles, increase close rates, […]

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4 Questions to Answer Before You Select a CRM Package

Customer Relations ship Management packages like Microsoft Dynamics CRM offer businesses the ability to easily organize a database of their clients and prospective clients. This allows for a 360 degree view of all of the interactions that companies have with their clients and prospects – e-mails, phone calls, appointments, everything. The problem is many businesses implement a CRM […]

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3 Tips for a Successful CRM Implementation

While CRM products like Microsoft Dynamics CRM 2011 allow organizations to quickly procure and begin using CRM, no product addresses the ultimate success of using a CRM application.  Microsoft Dynamics CRM 2011 has a host of functional and user interface improvements.  The application can be quickly tailored to meet any organizations relationship management needs.  However, if […]

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Top 10 Signs That You Need a New Customer Relationship Management Package

With all apologies to David Letterman, this month I thought I would take a look at the top signs that your CRM software needs updating.  You know you need new software when: 1)      You track sales leads on Post it Notes. 2)       You feel sick to your stomach each time you launch your current software, […]

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How to Choose Customer Relationship Management (CRM) Software: 6 Questions To Ask Your Customer Service Manager

Today competitive advantage increasingly depends on how organizations manage their customer relationships—and not simply on how well they design and build their products. Companies must implement strategies that enable them to be more customer-centric in a world where customer expectations will continue to escalate. This guide can help you to plan discussions with your customer […]

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