Posts Tagged ‘Dynamics CRM for Sales’

JourneyTEAM 's Logo Enhanced Microsoft Teams Collaboration

JourneyTEAM developers discuss the latest collaboration capabilities currently in preview in Microsoft Teams in a recent learning forum. As part of their continuing efforts to improve the power and efficiency of its solutions, Microsoft has released new collaboration capabilities within Microsoft Teams. Currently available in preview, these enhanced features are enabling organizations to increase and …

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Aha Apps's Logo Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365

Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the time, and people adapt. The intelligent customer is here to stay. It doesn’t mean that they know every nitty-gritty detail about the product or service …

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Aha Apps's Logo The Collaboration of Sales and Marketing for a Successful SMB Goal

The sales and marketing departments of a small and mid-sized (SMB) organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale. This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, …

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JourneyTEAM 's Logo Migrate to the Cloud with Customized Support from JourneyTEAM | SHERPA Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the …

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BroadPoint, Inc.'s Logo 3 Critical Considerations When Moving Your Legacy CRM to the Cloud

The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your …

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DealHub's Logo Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

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, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers …

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BroadPoint, Inc.'s Logo Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level

Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what …

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DealHub's Logo Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike. …

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DealHub's Logo 6 Problems CPQ Solves for Microsoft Dynamics 365 for Sales Users

  Microsoft Dynamics 365 for Sales users gain tremendous efficiency and productivity by running their business on one platform that provides a single source of truth about prospects and customers. Consider how much stronger your ROI would be if you could also automate the product pricing and quoting process from within Microsoft Dynamics, while gathering …

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DealHub's Logo Sales Efficiency: 5 Reasons CPQ for Microsoft Dynamics Surpasses Excel

  There is a common problem in many organizations today, and it arises from the use of spreadsheets to organize and manage business processes. Excel has served companies well for more than 30 years, and it continues to be useful for many purposes, including organizational management and finances. But, there are limitations to its use …

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