Are you looking forward to implementing a new or updated CRM (Customer Relationship Management) solution such as Microsoft Dynamics 365/CRM? Or maybe you have just recently done so. It can be discouraging to hear that many CRM projects fail to provide the benefits that the technology promises. But you might be surprised to know that […]
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The data migration process which is so important to the success of your new CRM solution can be a real headache. It’s important to understand how to do it properly to minimise hassle or problems. As specialist CRM consultants, we have helped hundreds of companies to get their data migration process right. Here are some […]
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Congratulations to the FY20 Microsoft Business Applications Inner Circle Members, including seven CRM Software Blog members. According to Microsoft the Business Applications Inner Circle partners represent the top 1% of the total Business Applications ecosystem and drive more than 30% of the FY19 Worldwide Business Applications Cloud Revenue. Inner Circle Winners - CRM Software Blog […]
continue reading...Each year Fifty Five and Five, a leading B2B marketing agency with a focus on technology and IT companies, analyzes the marketing efforts of Microsoft partners to understand how the industry is developing and which factors are driving success. They recognize the creative ways partners have adopted content and inbound marketing methods to generate leads […]
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So, you’ve successfully integrated your Microsoft Dynamics 365/CRM and marketing automation platform and both are working together seamlessly. Your marketing campaigns are faithfully sending more high-quality leads to your sales team and successful conversions are on the rise. Take a bow. You deserve it! Then, once you’re finished celebrating, it’s time to get back to […]
continue reading...We are working with a number of companies in the midst of digital transformation, helping them to use Microsoft Dynamics CRM to build better and more consistent relationships with their customers. Whether you’re B2B or B2C, your customers are now highly skilled when it comes to technology. In this demanding environment, CRM technology like Microsoft Dynamics […]
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Back in the day … in the 80’s and 90’s... the thinking was that construction companies needed special “job cost accounting software”. On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and […]
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CRM implementation is often perceived as a costly affair by businesses of all sizes. The total cost of CRM implementation starts with subscription fees of a CRM vendor and is later complemented by the costs of implementation services, such as consulting, data migration, customization, integration, user training, after-launch support and system evolution. Let’s take, for […]
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To remain competitive and excel in an increasingly difficult financial advisory sector, wealth management firms need to streamline processes, increase advisor and client collaboration, and embrace a 360-degree view of a client's finances. Crowe CRM for Wealth Management, built within Microsoft Dynamics 365, provides financial advisors with a single, centralized view of client-related information and […]
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Customer Service impacts your brand perception as a major factor in brand choice and loyalty. By 2020, Customer Experience is projected to be the main differentiator for brands, overtaking the impact of pricing and product for the first time. Customers increasingly have an expectation that customer service will be available digitally, and around the clock. […]
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