The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, …
Posts Tagged ‘Customer Experience’
Send and Analyze Quizzes/ Surveys in Microsoft Forms Pro
Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member …
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Demonstrating Dynamics 365 Web Portals
Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to …
Dynamics 365 and the Customer Buying Journey
Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead. …
Insurance Risk Mitigation through Digitilisation
Ignoring all the policy and product details, insurance effectively comprises a process whereby clients outsource their perceived risks and ask organisations to carry the financial burden in the event that …
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Improve the Customer Experience with CRM
Today’s marketplace is fast-paced and highly competitive. Businesses not only need to offer high quality products and services, but also offer an experience that keeps customers engaged and loyal. Understanding …
The Role of the Modern CRM Platform - Loyalty and the Customer Experience
There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that …
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Why Training Employees in Customer Service Isn’t Enough
As a consumer, there is nothing more frustrating than poor customer service. In fact, a survey published in the Customer Experience Impact report found that 82% of consumers said that they …
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Top CRM Trends for 2013: Focus on the Customer, Not the Technology
The top customer relationship management (CRM) trends for 2013 were outlined in a recent Forrester blog by William Bland. The second trend, “Companies will transform to become experience-driven organizations,” really …
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