The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your […]
continue reading...Posts Tagged ‘microsoft dynamics 365’
How Microsoft Dynamics 365 Helps Remote Workers Enhance Customer Relationships
One of the main benefits of Microsoft Dynamics 365 is that the information stored in your ERP (Enterprise Resource Planning) / CRM (Customer Resource Management) solution will be accessible wherever and whenever your teams are conducting business. That has proved valuable in this time of quarantine and remote working. Even with the disruptions caused by […]
continue reading...The Tool Every Retail Banker Should Use To Serve Customers
There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the […]
continue reading...Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely
With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: […]
continue reading...Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels
Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]
continue reading...Moving to the Cloud – What You Need to Know
Perhaps you're contemplating moving your data and business processes to the Cloud, or maybe you'd like to improve your organization's cloud strategy. Either way, you probably have questions about costs, the migration processes, or even the terminology surrounding cloud technology. As a long-time Cloud Solution Provider (CSP) for Microsoft, BroadPoint has supported many organizations that have […]
continue reading...How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms
While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]
continue reading...What’s Great about Microsoft Dynamics 365’s Unified Interface
One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]
continue reading...Sales Efficiency: 5 Reasons CPQ for Microsoft Dynamics Surpasses Excel
There is a common problem in many organizations today, and it arises from the use of spreadsheets to organize and manage business processes. Excel has served companies well for more than 30 years, and it continues to be useful for many purposes, including organizational management and finances. But, there are limitations to its use […]
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