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Blog post
Decoding Dynamics 365: your essential guide to Microsoft's CRM
Customer relationship management (CRM) is a strategy for managing an organization's interactions with current an...
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Unleashing the power of Microsoft Dynamics 365 CRM with AI
In the ever-evolving landscape of customer relationship management (CRM), the pursuit of the ideal system is a j...
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Benefits of Microsoft Dynamics 365 CRM for banks
In today's competitive banking landscape, providing exceptional customer service is no longer an option; it's necessary....
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Microsoft Dynamics 365 CRM: discover new benefits & features
Microsoft Dynamics 365 CRM is an ever-evolving customer relationship management platform that has become integral to cou...
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Increase engagement utilizing real-time marketing
What is real-time marketing?Real-time marketing refers to the practice of creating and delivering marketing content or c...
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Why Professional Services Firms are Investing in CRM Systems
In our 2023 Professional Services Trends Report, our 100 respondents reported that Customer Relationship Management solu...
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What Your C-Suite Needs to Know When Shopping for a New CRM
C-suite executives are likely well-aware of the benefits of using a Customer Relationship Management (CRM)....
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Client Stories
Client Success Story: Laitram Machinery
Headquartered in Harahan, LA, Laitram Machinery is a global manufacturer of nut, seafood and vegetable equipment....
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Win More Bids with Better Deal Management
Microsoft Dynamics 365 Project Operations simplifies every aspect of project-based sales. From pricing and estimates to ...
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Quoting with Power Apps and Power Automate
Quoting in Dynamics CRM can be a bit tedious. For example, adding products requires users to select one product at a tim...
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Blog post
It is Time to Upgrade Your Physician Relationship Management Solution
What is Physician Relationship Management?Physician Relationship Management is a customer relationship management (CRM) ...
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How Financial Services Companies Are Transforming in a Digital World
Leaders of financial services companies are facing operational, technological, and financial challenges that are transfo...
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