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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’

3 Critical Considerations When Moving Your Legacy CRM to the Cloud

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 […]

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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 […]

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Improve Forecasting with Dynamics 365 For Sales 2020 Release Wave 1

If your business is sales, your number one asset is your customers. And customer satisfaction will determine your ultimate success or failure. There are many philosophies and many tools promoting sales efficiency, and in a competitive marketplace, it’s vital to choose the tools that add value and efficiency to your business. Microsoft Dynamics 365 for […]

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Why Now is the Time to Implement CRM Systems

Customer Relationship Management Systems, CRM, should be a part of ever customer's business applications to maintain strong communication between your organization to your customers and prospects. When there is a national crisis or economic downturn, a natural reaction is for companies not to consider investing in technology such as a new  business initiative to implement […]

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LinkedIn and Dynamics 365/CRM: a Winning Solution

Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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Top 5 Reasons to Select Microsoft Dynamics 365 for Sales (CRM)

Customer Relationship Management (CRM) Systems are vital in today’s fast-paced business economy to utilize as much data possible to effectively manage ever increasingly complex sales processes and to access critical insights into an organizations’ customers buying trends. Modern CRM systems can help provide the necessary tools for a companies’ both prospects and customers to maximize […]

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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 […]

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Selecting the Best CRM Software

Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]

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Marketing Lists Built to Feed Your Marketing Automation Platform

Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

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8 Guiding Principles for CRM Implementation Success

When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions. To save you the pain of “implementer’s regret,” we’ve identified eight guiding principles designed to make your CRM selection and implementation a success. 1. Start with a vision Which CRM you select will […]

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