How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]
continue reading...Posts Tagged ‘Crowe’
14 Frequently Asked Questions About Microsoft Dynamics 365 Field Service
Dynamics 365 Field Service is a powerful addition to the Microsoft Dynamics 365 family, bringing amazing benefits for field service management. It can solve the top challenges faced by the modern field service organization. Read: Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help From a more technical perspective, these are […]
continue reading...Top 5 Challenges of Field Service and 10 Ways Microsoft Dynamics 365 Can Help
Field service refers to the management of a company's resources employed at or en-route to the clients’ property. This could include locating vehicles, managing worker activity, scheduling and dispatching work, and more. Field service management is an important competitive advantage for companies that need to manage installation, service, or repairs of systems or equipment. In […]
continue reading...Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation
A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]
continue reading...8 Frequently Asked Questions About Outlook Client for Microsoft Dynamics 365
Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features. This saves a significant amount of time by eliminating the manual process of re-entering data. […]
continue reading...Overview of Case Management in Microsoft Dynamics 365 for Customer Service
Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]
continue reading...How to Create a Better Online Customer Experience with Live Assist in Microsoft Dynamics 365
Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]
continue reading...4 Ways Relationship Assistant in Microsoft Dynamics 365 Can Make Your Life Easier
Don’t we all wish we had a personal assistant to help keep us organized? If you have ever missed an important deadline, let a sales opportunity slip through your fingers or inadvertently ignored a critical email you know an assistant could have helped. Few of us can afford a personal assistant, but all Microsoft Dynamics […]
continue reading...7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2
In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations. We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]
continue reading...
