CRM Software Logo

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

 
 

Posts Tagged ‘Microsoft Dynamics CRM’

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...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

Are You Getting the Most from your CRM? Here’s What Can Help.

If you have a CRM (Customer Relationship Management) solution or are thinking of investing in one, you know that a lot of work goes into the project before you even flip the “on” switch. It’s not unusual for a CRM project leader to spend weeks or months deciding on features, researching different solutions, obtaining executive […]

continue reading...

How to Boost CRM User Adoption in 4 Easy Steps

Are you looking forward to implementing a new or updated CRM (Customer Relationship Management) solution such as Microsoft Dynamics 365/CRM? Or maybe you have just recently done so. It can be discouraging to hear that many CRM projects fail to provide the benefits that the technology promises. But you might be surprised to know that […]

continue reading...

Triggers from Dynamics that Can Feed Your Marketing Automation Platform

So, you’ve successfully integrated your Microsoft Dynamics 365/CRM and marketing automation platform and both are working together seamlessly. Your marketing campaigns are faithfully sending more high-quality leads to your sales team and successful conversions are on the rise. Take a bow. You deserve it! Then, once you’re finished celebrating, it’s time to get back to […]

continue reading...

What’s the Difference Between a CRM and a Marketing Automation Platform?

It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many people still get the two confused. It’s understandable, because on the surface each one can appear to be somewhat similar. A closer look will show us that […]

continue reading...

5 bénéfices d’une intégration entre Microsoft Office 365 et Microsoft Dynamics 365 (CRM)

Microsoft Office 365 offre une suite d’outils de productivité pleinement intégrés à Microsoft Dynamics 365 Customer Engagement (CRM). Des applications bien connues comme Outlook, Excel, SharePoint et OneNote sont complétées par des outils infonuagiques améliorant la collaboration, la communication et la productivité au travail. Chez JOVACO Solutions, nous aimons la mobilité et l’accessibilité que cette […]

continue reading...

5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)

Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]

continue reading...
 

 
 
Show Buttons
Hide Buttons