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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Microsoft Dynamics CRM Partner New York’

7 Reasons a Financial Services Firm Replaced Salesforce with Microsoft Dynamics CRM

Salesforce or Microsoft Dynamics CRM? Which CRM software is the better fit for a financial services company? Many organizations contemplate this question. The obvious answer is, it depends on your requirements and goals. Yet, it helps to understand why companies like yours choose one over the other. It's even more helpful when you can learn from a company who has used […]

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7 Tips for Improving Marketing Effectiveness

Last month we discussed the "Top 5 Strategies for Improving Sales Perfomance." Today we're going to look at the other side of the coin: improving marketing effectiveness. The halfway point of the calendar year is a good time to review your current marketing strategies, activities and results, and to tune your approach for the second half of […]

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More Visualization Possibilities with Microsoft Dynamics CRM

Big data has clearly become a big topic in the last year. Interestingly some of those same techniques and approaches cross over nicely to the CRM realm. Take visualization of data. With so many dataset possibilities both within Microsoft Dynamics, as well as importable data in your own organization, finding data is not the issue […]

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Clean Up Your Microsoft Dynamics CRM Data with Duplicate Detection

In setting up a Microsoft Dynamics CRM project, data quality can take a backseat to other business concerns. That is pretty understandable in most get-it-done-yesterday sales environments. But Microsoft CRM makes one data quality issue,  data duplication detection so easy to implement you’ll probably want to do this sooner rather than later. Duplicate account, prospect or […]

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Skype Integration with Microsoft Dynamics CRM

Instant connectivity is imperative whether you are working in sales, marketing or customer service. If you cannot use your systems seamlessly, time will be lost and could hurt you in the future. Skype is a tool that many have used as an inexpensive phone and video chat service. Zero2Ten has developed a connector for Microsoft […]

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