Having a CRM tool is the best thing you can do to keep the business goals on track. CRM software lets you optimize marketing strategies, increase workflow, improve customer data …
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Posts Tagged ‘Dynamics CRM Implementation Tips’
Microsoft Releases New Updates to Power Platform
Discover the latest features and capabilities of Power BI and Power Apps released in Fall 2021. Historically, gathering, analyzing, and reporting on corporate data was achievable only by IT professionals …
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User Experience: An Important Aspect of CRM Implementation Projects
When you choose a new or upgraded CRM (Customer Resource Planning) solution, there are several areas that you investigate carefully. You’ll look at processes, features, and tools; you’ll be concerned …
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8 Guiding Principles for CRM Implementation Success
When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions. To save you the pain of “implementer’s regret,” …
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Make a Success of Your CRM Implementation Project
If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics …
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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. …
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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 …
BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area Read More »
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, …
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Want CRM Success? Serve the Servants First!
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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 …
You implemented a new CRM system. Great! But why is no one using it?
Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .
