If you are investigating CRM solutions, no doubt you have a lot of questions. Many of the technical questions can be answered by reading posts by our expert members on the CRM Software Blog. You can gain a wealth of information, but one question you will rarely see answered until you sit down with a […]
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Find out How One Global Asset Management Firm Solved Their Salesforce Dilemma with Help from the Microsoft Power Platform Businesses come to depend on their CRM software to deliver the solutions they need. But what do you do when your software comes up short? Most businesses assume that there are only three options: replace […]
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What challenges is your bank trying to overcome? Based on our work with two-thirds of the top 100 banks in the USA we know many organizations are currently facing these hurdles: Growth in deposits Increase of Non-bank competition Declining branch traffic Embracing Digital transformation Shrinking margins Ongoing legacy branch expenses These are all complex problems […]
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You are in charge of a software migration project. You could not resist the features and benefits of the new version you are going to install. That's all well and good, but how can you make sure you get the migration right? Fortunately, there are tactics and strategies you can use to handle your next […]
continue reading...What topics were the most popular with CRM Software Blog readers in 2019? Take a look: Overview of Case Management in Microsoft Dynamics 365 for Customer Service by Ryan Plourde, Crowe Would your company’s customer service benefit from Case Management? Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience […]
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Once you implement a CRM system for your small business, it can be difficult to move on from it. Why? Because every business owner knows that change comes with a cost – and it’s often a price too high to pay. Here at P2 Automation, we plan for the future by building your CRM solution […]
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Dynamics 365 CRM is a very powerful CRM that enables its users to manage Sales, Service and Marketing flawlessly. Given the robust features it offers, one optimum way to perform better would be to further visualize its data on map. As we know Dynamics 365 data has address field associated with it, plotting this data […]
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As the CRM software market reaches $25.21 billion in 2018, mobile has become a key capability of every modern and comprehensive CRM application. When selecting the right CRM for your business, you need to ensure its mobile features are in line with your goals and are capable of driving you towards success. Both Microsoft Dynamics CRM and […]
continue reading...Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic and members with the highest […]
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The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case […]
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