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...Posts Tagged ‘microsoft dynamics 365’
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 […]
continue reading...How Microsoft Dynamics 365/CRM Adds Value to Your Business
Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]
continue reading...Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation
A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]
continue reading...See the Power of ClickDimensions Campaign Automation
It’s not often that an attendee describes what they are viewing as “Jaw dropping” but that happened to us last Thursday while walking through a demo of ClickDimensions Campaign Automation at Microsoft Marketing Surestep Office hours Content We started off by talking about what marketing automation is and why it is so important in today’s market. We discussed some of […]
continue reading...Opportunity Grid Accelerator for Dynamics 365
Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]
continue reading...Marketing Automation for Dynamics 365
Webinar: How to Select a Marketing Automation Solution for Microsoft Dynamics 365 There's still time to register for this educational webinar on How to Select a Marketing Automation Solution for Microsoft Dynamics 365. Join us on Thursday, April 25 in this collaboration between enCloud9 Social CRM Consultants and ClickDimensions. In this fast-paced webinar, we will provide […]
continue reading...CRM Experts Answer The Question – What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “But Really… What is Microsoft Dynamics 365?” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that […]
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