Make “Know Your Client” Compliance Easier with CRM
Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? …
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One Thing 90% of CRMs Don’t Have (That Yours Needs)
I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not …
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3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter
Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada. With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online …
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Manage More Than Sales in CRM with Project Service
CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll …
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Understanding Dynamics CRM Online vs. On Premises Update Cycles
There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, …
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Hands-On Impressions of Dynamics CRM 2015 Spring Release
We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that …
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What Would You Do If A Sales Rep Quit Tomorrow?
We always ask the titular question when we’re talking to an organization about Microsoft Dynamics CRM and the answer is almost always some variation of “download their email and hope …
Three Secrets for Implementing a Small Business CRM
Dynamics CRM is being used by some of the biggest organizations on Earth, but you don’t need to be in the Fortune 500 to benefit from CRM. That’s why I …
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How Secure is Dynamics CRM Online?
Security is always an important consideration when investing in software. When that software contains your customer list, all of your sales opportunities and key pieces of your marketing machine, it …
