6 Steps to Follow for your Project Kick-off Meeting – Agile CRM Dev with Microsoft Power Platform or Dynamics 365 At Purely CRM, our team of expert CRM consultants lives […]
Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent […]
Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work […]
Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, […]
Ok, Facebook doesn’t count here. Most people when asked will tell you that the first application they open is email. Besides being our vehicle for keeping in touch, updated and […]
Sales: “You didn’t meet the deadline”. Service: “You didn’t quote enough hours”. If you run a project-based business, you have likely heard these types of accusations. But if everyone on […]
After you make the sale, what tool do you use to track project costs, tasks and milestones? Here are some common options for the best tracking. Microsoft Excel Many people […]
One of the greatest benefits of Microsoft Dynamics CRM is the ability to extend the system beyond traditional Customer Relationship Management work. Companies have the ability to create new entities […]
Is your organization currently using or evaluating Microsoft Dynamics CRM? If so, you won’t want to miss 5 hours of Microsoft Dynamics CRM training and information that will be presented […]
One of the best features of Microsoft Dynamics CRM 2011 is its ability to fulfill functions that were not designed out of the box, a concept known in the CRM […]