Posts Tagged ‘XRM’

CRM Cloud Upgrade's Logo Microsoft CRM Migration to the Cloud - VIDEO from Microsoft

Microsoft CRM Migration to the Cloud - VIDEO from Microsoft for your Cloud Upgrade to Dynamics 365 Before your Microsoft CRM Migration - Questions to ask your Cloud upgrade partner in USA or Canada. Capability How many upgrades?  Our team has performed over 1000 ERP and CRM upgrades over the past years including on-premise to …

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Connecting Software's Logo How AI, IoT and Blockchain Technology Can Empower Your Organization in 2021 and Beyond

We are almost halfway through 2021 and it is time to look beyond to see which innovative technologies will help us thrive in the future. Following the launch of CRM Software Blog's white paper Next-Gen Tech for the Rest of Us, here is our experts' take on the subject.  Let’s focus on three use cases:  Improve Sales with AI …

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Beringer Technology Group's Logo Dynamics 365 Customer and Field Service 2021 Wave 1

  What is Customer Service? Dynamics 365 Customer Service offers end-to-end service capabilities for customer support, including customer self service.  Customer Service ensures your agents have the right tools to route and manage cases for all of your customers. What is Field Service? Dynamics 365 Field Service provides the tools required to ensure your customers …

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Connecting Software's Logo Connecting Software won "Top 10 Blockchain Solution Provider 2020"

Connecting Software is proud to have been selected as "Top 10 Blockchain Solution Provider" by Enterprise Security Magazine. The award follows the launch in the last quarter of the company's Blockchain-based digital seal solutions. The award-winning digital seal solutions Both CB Digital Seal for SharePoint and CB Digital Seal allow you to seal your documents …

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Connecting Software's Logo Taking it one Step Further with Digital Seals with Blockchain Technology

Let's pick up the story of Noah, a CRM consultant, that implemented an XRM solution with an IIOT integration for Oliver Smith, production manager at a manufacturing facility. As Oliver's company works with a variety of sensors and production machines, those were used as a place to collect data. Noah recommended Connect Bridge as the …

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Connecting Software's Logo Staying one step ahead of the competition with XRM and IIoT

It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition.                 …

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JOVACO Solutions's Logo Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous …

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JOVACO Solutions's Logo What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?

A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next …

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xRM³'s Logo Microsoft Dynamics CRM Record Count Reports

I was working with a client the other day that requested help with an SSRS report. You see, this client wanted to create Microsoft Dynamics CRM Record Count Reports. This is accomplished in a Dynamics CRM on-premise environment by creating a SSRS report using an aggregate query to pull data. This will yield the user …

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Crowe's Logo How to Grab Financials During a Phone Call - Quickbooks to Dynamics CRM

We recently discovered xRM QuickBooks Integration for Microsoft Dynamics CRM from xRM (www.xrm.com). We liked it and we thought we’d pass it on to you. Does your company use QuickBooks and Microsoft Dynamics CRM? Have you ever wanted to have ready at hand the financial information about a prospect or customer before you call them? …

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