Reliable CRM Support During an Internal Employee's Extended Leave
Reliable CRM Support Provided When the Internal Resource Was Unavailable at a Wealth Management Firm Industry & Challenge A wealth management firm in...
D365 Sales
Using Microsoft Dynamics 365 to Eliminate Data Silos in Manufacturing
Modernizing Business Systems: A Manufacturer’s Move to a Unified Microsoft Platform Industry & Challenge A chemical manufacturing company faced a...
3 Steps to Plant, Grow, Nurture & Harvest Insights | CRM Data Garden
Plant, Nurture, Grow & Harvest Insights from Your CRM Data Garden
The Hidden Costs of an Underperforming CRM & Possible Solutions
Even if your CRM isn’t decades old, it can still become a bottleneck if it’s missing advanced analytics, lacks AI-driven workflows, or doesn’t fully...
Is the Invisible CRM Next? | Natural Language Control with D365 Sales
The Evolution of User Interfaces in CRM User interfaces have not fundamentally changed in decades. While the technology behind them has transformed...
A Salesforce to Dynamics 365 Sales Migration Journey for a Cybersecurity Firm
Salesforce to Dynamics 365 CRM Migration A global leader in cybersecurity sought a transition from a heavily customized Salesforce environment to...
From Spreadsheets to Dynamics 365 Sales: A Smart Move
Spreadsheets are an extraordinary tool. For many of us, it’s hard to remember what life was like without them.
3 Ways to Finely Tune Your Sales Engine by Implementing a CRM System
With competition fierce in every industry, no matter what field your business operates in, cultivating robust customer relationships is key to...