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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Customer relationship management’

Briser les mythes du CRM : Maximisez le retour sur votre investissement

Malgré les nombreux avantages d’une solution de gestion de la relation client, les organisations sont parfois sceptiques quant au retour potentiel sur leur investissement. En tant qu’experts de Microsoft Dynamics 365 Customer Engagement, chez JOVACO nous nous trouvons souvent à briser les mêmes mythes et idées fausses lorsque nous faisons l’analyse d’un système existant dont […]

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Debunking CRM Myths: Maximizing Your Return on Investment

Despite the many advantages of a customer relationship management solution, organizations are sometimes skeptical that they can benefit from one as well as its true ROI. As Microsoft Dynamics 365 Customer Engagement experts, we at JOVACO often have to debunk the same few myths and misconceptions whenever we are called to analyze an existing system […]

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Should You Upgrade or Reimplement Your CRM Solution?

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 […]

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How Microsoft Dynamics 365/CRM Adds Value to Your Business

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 […]

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Got Customer Data? Here Is Why You Need a CRM

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 […]

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BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area

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 […]

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Top 10 Billing Best Practices for Dynamics 365

Sending invoices to your customers should be a simple process within Microsoft Dynamics 365. Just send it and it’s paid. Unfortunately, the billing process can be a bit strenuous at times. It’s important to hold on to those valued customers by providing excellent customer service and making sure invoices and payments are on time.   […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

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 […]

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Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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