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? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our […]
continue reading...Posts Tagged ‘Manitoba Canada Microsoft Partner’
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 talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user […]
continue reading...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 the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you […]
continue reading...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 organization (or Office 365) from your current datacenter to one closer to your geographic location. The new local Microsoft Cloud enables data residency for commercial […]
continue reading...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 find in a CRM have moved again, as Microsoft has added a Project Service module to Dynamics CRM 2016 Online Update 1. Whether you’re a […]
continue reading...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, but people rarely consider the differences between the online or on premises update cycles. As an on-premises user who’s been waiting almost six months to […]
continue reading...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 we’ve been using it for a while and have seen a few clients upgrade, I wanted to circle back and see what our users really […]
continue reading...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 for the best.” Usually followed by a nervous laugh and a horror story about the last time someone quit. So, what would you do if […]
continue reading...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 wanted to take some time and share our top three pieces of advice for any SMB considering CRM. Map Your Processes SMBs can afford to […]
continue reading...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 becomes a primary concern. With barely a week going by without stories of data breaches involving cloud services, it’s natural for customers to ask “How […]
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