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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...
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...
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....
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...
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...
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...
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)....
Client Success Story: Laitram Machinery
Headquartered in Harahan, LA, Laitram Machinery is a global manufacturer of nut, seafood and vegetable equipment....
Win More Bids with Better Deal Management
Microsoft Dynamics 365 Project Operations simplifies every aspect of project-based sales. From pricing and estimates to ...
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...
It is Time to Upgrade Your Physician Relationship Management Solution
What is Physician Relationship Management?Physician Relationship Management is a customer relationship management (CRM) ...
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...