Moving to the Microsoft cloud? ____ Do a Pre-upgrade CRM Health Check.
Moving to the Microsoft cloud? Do a Pre-upgrade CRM Health Check. The CRM Cloud Upgrade team is here to help. We recommend a Pre-update CRM Health Check as a paid or "fee-waived" engagement for existing and new clients. Also, if we are online, you can reach us via online chat with a live person. www.CRMCloudUpgrade.com/health-check/ …
Moving to the Microsoft cloud? ____ Do a Pre-upgrade CRM Health Check. Read More »
Post-COVID selling using D365
In all of its communications, Microsoft hammers home the message about how Dynamics enables a 360-degree view of your customers — and it’s true. With D365 Sales, D365 Customer Insights, D365 Marketing, and D365 Finance — as well as connectors to platforms like LinkedIn and extensions to automate customer touchpoints ranging from social posts …
How to Remove Contract Management Roadblocks Inside Microsoft Dynamics CRM
Contract management plays a vital role in business operations. Contracts dictate business strategies and relationships between organizations and vendors. During the sales process, a considerable amount of time is spent ensuring contracts reflect corporate policies, fulfillment capabilities, regulatory requirements, and financial interests. An efficient contract management process ensures contracts are created, negotiated, approved, and carried …
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Proposal automation in your CRM: the top 6 or 7 things to look for
If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM …
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Microsoft Dynamics 365
Dynamics 365 (D365) Contact Relationship Management software allows embedded intelligence to assist you in the sales process. D365 for Sales will allow you to better understand customer needs, engage more effectively and win more deals. Follow a guided sales process that is customizable to your organization’s needs. Integration with the office suite of products allows; …
