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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009


Posts Tagged ‘Crowe’

4 Examples of Companies That Save Time and Money by Easily Automating Manual Tasks and Processes

We are experiencing a dizzying rate of technological change. It’s both overwhelming and exciting at the same time. Sometimes we don’t even realize how much innovation is already a part of our daily lives. From restaurant apps for online food ordering to self-checkout at the grocery store to robotic vacuum cleaners, automation helps us function […]

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7 Ways The Right CRM Helps You Serve Your Banking Customers Better

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and […]

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4 Moments of Truth That Can Force a Change in a Sales Organization

Sales Management and Sales Operations can face multiple “moments of truth” during uncertain times that might force a change. 1. New sales leadership Sales organization must continuously reinvent themselves to meet new market expectations head on. Changes in sales leadership and changes in sales strategies are to be expected. An organization must have flexible sales […]

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Microsoft Power Apps Portals with Virtual Agents in Microsoft Dynamics 365 Customer Engagement: Key Takeaways

With more people working virtually, it is more important than ever to be there for your customers, anywhere, at any time. Empowering people, either inside or outside your organization, to securely access the information they need to engage with your company should be a strategic imperative for any organization. Today there are low code, no […]

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Power Automate with Microsoft Dynamics 365: Key Takeaways

Microsoft Power Automate is becoming an increasingly popular tool being used across different industries to streamline repetitive tasks by automated business processes.  I spoke with Larry McCoy, CRM Solution Architect and Technical Consultant at Crowe, to get his perspective on Power Automate and to surface insights and tips on how people are simplifying their workflows. […]

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How is Your Bank Planning to Get Ahead of the Coming Wave of Problem Loans?

These are unprecedented times, but we know the wave is coming. Every bank needs a strategy to get ahead of the coming wave of problem loans and work with your borrowers through tough times. At 2.15% as of Dec. 31, 2019, the percentage of problem loans was at a slightly higher starting point than before […]

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A Single Source for Wealth Management Firms to Track Client Relationships

Wealth Management firms need to manage many different types of information as it relates to their client relationship. This can include family relationships, legal instruments, fees, client interactions and holdings. Information that is not organized in a single system makes the management of this information an administrative burden and introduces inefficiencies across the firm. Silos […]

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4 Ways to Reduce the Cost of Custom Reports in Microsoft Dynamics 365

When estimating the cost of Microsoft Dynamics 365 projects, reporting can sometimes represent a significant portion of the quote.  Many customers that want the Dynamics 365 system to fit within their budget ask if there are ways to reduce the project cost. If a large amount of effort is dedicated to building reports, it is […]

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Three Interviews with Banking Industry Expert on Challenges, Trends and Technology

In recent weeks, we've spent time picking the brain of banking industry expert Tom Grottke, a highly regarded performance improvement consultant on the Crowe team. It was good to hear his take on the present and future state of the banking industry and the role of CRM software. Tom explained what he sees as the […]

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3 Powerful Things Real Companies Did With Microsoft Dynamics 365

What are the results? You can read hundreds of articles about the features of Microsoft Dynamics 365, but it is the actual results that matter. Instead of just sharing overviews and hypothetical scenarios, we want to share some recent real-world examples of business challenges the Crowe team solved for clients, across industry and business function, […]

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