Microsoft Dynamics 365 or Salesforce: Which is the right choice for your business? Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We [...]
We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce, we realized that the technology wasn’t for everyone. As a result, our team of consultants and technologists searched for an [...]
Regardless of the industry, today's businesses are dealing with an increasingly digital customer base. The current global health crisis has led to the growth of e-Commerce purchases around the world, with eMarketer showing an 18.4% growth. And this is a [...]
Over the past few weeks, many new updates were made available in Dynamics 365 Customer Service for Release Wave 1. We’ve picked a few that we think will have the biggest impact on your business to highlight in this [...]
An important licensing update, several user experience enhancements, and AI-driven forecasting capabilities round out the contents of Release Wave 1 for Dynamics 365 for Sales. As Microsoft begins to roll out Release Wave 1 updates to Dynamics 365 [...]
While it seems a bit obvious to talk about the benefits of credit review automation, there are still many banks that haven’t adequately invested in the right technology to support their credit teams. In many cases, systems exist that [...]
Is your sales team empowered with a best-fit customer relationship management (CRM) system? If they’re working without one, they’re unlikely to make intelligent sales decisions and build strong, profitable relationships —and if they’re still working from an outdated legacy [...]
Commercial lending operations are core to generating revenue for many community banks. Relationship officers are often at the helm of commercial operations as trusted advisors who design solutions to meet a client’s needs – but they need to do [...]
Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions. View on Business Wire TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed exclusively for the commercial banking industry. Available [...]
Like people, companies often have a natural aversion to change. After all, the stakes are high in today's rapidly evolving business landscape, with new technologies and trends creating new opportunities for businesses to succeed — or to fail. Particularly when [...]