If you have a CRM (Customer Relationship Management) solution or are thinking of investing in one, you know that a lot of work goes into the project before you even flip the “on” switch. It’s not unusual for a CRM project leader to spend weeks or months deciding on features, researching different solutions, obtaining executive …
Are You Getting the Most from your CRM? Here’s What Can Help. Read More »
Are you looking forward to implementing a new or updated CRM (Customer Relationship Management) solution such as Microsoft Dynamics 365/CRM? Or maybe you have just recently done so. It can be discouraging to hear that many CRM projects fail to provide the benefits that the technology promises. But you might be surprised to know that …
If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics 365/CRM. But really, there is some important work ahead. As important as it is to choose the right product, it’s equally important that it be …
Make a Success of Your CRM Implementation Project Read More »
There are two different ways to improve your current CRM (Customer Relationship Management) solution: upgrade or reimplementation. You might assume that the end results of the two paths will be the same. But there is a distinction. Choosing the best path based on your organization’s processes and goals can make a big difference. CRM Reimplementation Reimplementation refers …
Should You Upgrade or Reimplement Your CRM Solution? Read More »
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 …
How Microsoft Dynamics 365/CRM Adds Value to Your Business Read More »
“If you want to make enemies, try to change something.” - Woodrow Wilson Interested in a Dynamics CRM implementation? A recent study on Microsoft CRM Online by Forrester demonstrated that the average return on investment (ROI) from a Microsoft CRM Online implementation is 75% over three years. In addition, companies are recovering the initial investment …
Data isn’t what it used to be. Before the dawn of digital transformation, business data was the result of a process – like a simple sales receipt, for example. But with new abilities to store, analyze and segment data, it is now a powerful tool that can offer valuable and interesting new insights into business …
If you are looking for a business technology partner, you might be familiar with Clutch. Clutch is a data-driven field guide to business buying decisions. They interview real clients, collect data, and compare competitors to help you find a firm ideally suited for your project. Clutch has made its reputation by connecting all sized and …
BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area Read More »
It’s finally time to get serious about integrating your Dynamics 365 Customer Engagement and marketing automation platforms. Way to go! Aligning sales and marketing is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing and sales systems align as well. …
What to Consider for Your CRM and Marketing Automation Platform Integration Read More »
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 …
How to Be Sure You’re Getting the Most Out of Your CRM Solution Read More »
.jpg)
