Microsoft Dynamics 365 Sales offers a wide range of functionalities to help the sales team manage their day-to-day activities, but every organization has their “secret sauce” or slightly different process that gives them their competitive edge and unique selling proposition. Microsoft understands this, which is why the Microsoft Power Platform lets professional services firms add […]
continue reading...Posts Tagged ‘Customer relationship management’
Implementing A New CRM? Make Sure Your Data is Ready for the Move
If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM […]
continue reading...Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels
Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]
continue reading...How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms
While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]
continue reading...Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)
Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]
continue reading...Improve Forecasting with Dynamics 365 For Sales 2020 Release Wave 1
If your business is sales, your number one asset is your customers. And customer satisfaction will determine your ultimate success or failure. There are many philosophies and many tools promoting sales efficiency, and in a competitive marketplace, it’s vital to choose the tools that add value and efficiency to your business. Microsoft Dynamics 365 for […]
continue reading...How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution
We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]
continue reading...How Microsoft Dynamics 365 Customer Engagement can Support Remote Work
With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]
continue reading...Personnaliser votre solution Microsoft Dynamics 365 Customer Engagement (CRM)
Ceci est une version réécrite d’un article de blogue publié il y a quelques années. Puisque l’information est toujours pertinente, nous avons décidé de mettre à jour quelques-uns de nos anciens articles. Un des principaux bénéfices d’une solution de gestion de la relation client est sa flexibilité et son adaptabilité. En effet, elle peut […]
continue reading...Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution
This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it. One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]
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