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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 ‘Dynamics CRM partner Ohio’

Dynamics CRM Best Practices Webinar – May 21 – Goals

Join Affiliated’s CRM expert and super-user, Steven Jennings, on May 21 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Goals in Microsoft Dynamics CRM 2013. Topics we’ll cover include: What are goals?  How to create a goal? How to chart the progress of a goal?  Don’t delay, save your spot at the “virtual […]

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Social Listening is for Everyone

The need to provide amazing customer experiences is not reserved for enterprise organizations, and neither is the ability to pull it off. One key way to ensure that your customers are having positive, memorable interactions with your company is to keep tabs on what they are saying on social media. By doing so, you can […]

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For More Best Customers Tomorrow, Know Your Best Customers Today

Your best customers are the foundation of your current and future success. Knowing your best customers today can help you find and keep your next best customers tomorrow. This means getting every piece of vital information about them and their company that will help you find and keep more like them. Customer data and information […]

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Is an Integrated Marketing Automation and CRM System Right for You?

Marketing Automation software serves a company's marketing department beyond what a CRM system does, and a CRM system serves sales and other departments. When integrated, Marketing Automation and CRM tools enhance each other, resulting in even more and better-qualified leads and, ultimately, more sales and satisfied customers. If you have one of these productivity tools, […]

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Why CRM Gets a Bad Reputation

A successful CRM system starts with an understanding of the processes you want to improve. Automation, such as CRM, won't fix an inefficient process. For this analysis, it is important that someone at your company looks at your business operation as a whole. If such a person doesn’t exist, then pay an outside expert or, […]

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Forgetting CRM Software is Like Forgetting the Turkey on Thanksgiving

Every year our phones start ringing the Monday after Thanksgiving. The message - can you help us pull together our data for getting out our holiday cards? Over the years I have come to believe that this question is the single-best indicator of how much an organization needs CRM. As companies pass around Excel files trying […]

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Webinar – Tips and Techniques to Better Utilize Advanced Find in Dynamics CRM

Are you looking for more details of how you can better utilize the Advanced Find function in Dynamics CRM? Then invest one hour and attend our Advanced Find Best Practices and Tips/Techniques webinar on May 15 at 12:00 p.m. ET. You’ll learn the basics as well as some more advanced capabilities of the tool. As […]

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Top Tips to Setting-Up Security in Microsoft Dynamics CRM

When implementing Microsoft Dynamics CRM, many people save security for last because of the many screens and questions that need to be answered, or worst yet, some give everyone Administrator access so they do not have to configure it. In my 8+ years of implementing Microsoft Dynamics CRM, I have seen many companies struggle with […]

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