While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront of digital transformation in the banking industry, we shouldn’t forget about the tangible benefits that CRM systems can provide to banks. While technology is evolving, many banks still lag behind [...]
LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries, it provides sales professionals with an easy-to-access, easy-to-search database to identify new leads, profile information and potential referral connections. Upon Microsoft’s purchase of [...]
Did you know you can build your own custom line of business applications to extend the capabilities of Microsoft Dynamics 365 solutions—including Dynamics 365 for Sales, Service, Field Service, Marketing, and Talent—without needing to know coding or to hire [...]
Microsoft Dynamics 365 for Field Service is transforming the way in which organizations manage their representatives in the field and, more importantly, offer customers a harmonious service experience from the initial inquiry to service completion. [...]
Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs? Or perhaps you’re noticing the red flags in your current system, [...]
Microsoft Flow is a tool that can create automated processes across many applications such as Twitter, SharePoint, Outlook and Dynamics 365. It can help automate processes in ways not possible before in previous versions of CRM. All of this can [...]
Have you ever needed to quickly get your hands on Dynamics 365 CRM online data? Whether it be for reporting, SQL query writing with advanced joins, troubleshooting or just curiosity about tables and fields behind the scenes, sometimes you just [...]
Once the sales team is using Dynamics 365, trying to learn all the features can be overwhelming. Taking time to learn a few key features can result in significant productivity increases. Here are three time-saving Dynamics 365 features every salesperson [...]
In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the Data Migration itself. The data migration can be the most difficult part of a CRM platform migration, sometimes by [...]
A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to show that you value your customers go a long way to retain [...]