3 Key Features of a Customer Relationship Management App

Posted by Bernie Thibeault on 04.03.22

In an increasingly competitive marketplace, customer expectations are at an all-time high. If your company lacks the tools to consistently deliver high-quality customer experiences, you’re unlikely to stand out.

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Topics: CRM, Micro-Accelerator

Creating a Dynamics 365 Customer Engagement Plan

Posted by Bernie Thibeault on 12.23.21

What does the typical customer want? With thousands of varying brands and products available to them, you can’t count on customer loyalty from one billing cycle to the next, much less from quarter to quarter.

To stay ahead of your competition, your business must not only understand your customers’ needs, but predict future market trends and address them proactively by improving customer engagement. In order to do that, you need an efficient customer engagement plan. 

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Topics: CRM, Dynamics 365, customer insights, customer voice

Dynamics 365 vs. Salesforce

Posted by Bernie Thibeault on 12.20.21

Regardless of your company’s specialization, the secret ingredient to business success is an exceptional CRM system.

But choosing the right software to lead your sales team to this level of success is not an easy decision. Nevertheless, this choice can determine how efficiently your sales processes run, the quality of your customer experience, and your company’s overall growth—so it’s imperative to your company’s future that you choose wisely.

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Topics: CRM, Dynamics 365

What You Need to Know About Dynamics 365 Customer Insights

Posted by Brianna Hinchliffe on 12.03.21

In a world where customers are becoming more discerning by the day, businesses are seeking new ways to understand their behavior so as to market to them more effectively. Businesses are increasingly opting to fully gather and use customer data. Dynamics 365 Customer Insights combines corporate system data with behavioral, transactional, and demographic factors to create meaningful customer profiles. 

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Topics: Business Intelligence, CRM, Microsoft, Dynamics 365, employee engagement, AI

How to Use Power Apps to Create a CRM

Posted by Bernie Thibeault on 11.29.21

Have your sales or account management teams ever heard the following statements from a current or prospective customer?

  • “I thought you forgot all about us. Is our account not important to you?”
  • “I already heard back from someone else in your office earlier this week.”
  • “Enough with the automated emails! I told you three times I don’t want them.”
  • “I like your team a lot, but it seems like your company doesn’t have its act together.”
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Topics: CRM, Power Apps

Energize your Sales Team with Gamification in Dynamics 365

Posted by Bernie Thibeault on 05.13.18

Learn how Gamification can help motivate your Sales Team and drive increased performance, productivity, and adoption of business applications

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Topics: CRM, Dynamics, Microsoft, Dynamics 365

How Your CRM Can Fix Broken Business Processes 

Posted by Bernie Thibeault on 01.19.18

How often do critical steps get missed in your business processes?

Does information sometimes fall through the cracks, and are you still getting too many approval requests in your inbox?

Even a process that works okay right now may need changes down the road. Let’s look some ways you can make improvements and streamline things using Microsoft Dynamics 365.

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Topics: CRM, Microsoft, Dynamics 365

Microsoft Dynamics vs. Salesforce: a Comparison

Posted by Dave Fisher on 10.25.16

 

If you are shopping around for a customer relationship management (CRM) system, it won’t take long before you stumble across two of the leading mega-vendors in this space: Microsoft Dynamics and Salesforce.

These two heavyweight vendors look similar in many ways. They both offer multi-channel sales and service management, including marketing automation, service and support applications, and social interactions with customers. With so many similar features, it can be hard to differentiate between the two.

Full disclosure time: We are a Microsoft partner and Office 365 solutions provider, but that doesn’t mean we think MS Dynamics is the perfect tool for everyone. We know these two platforms well enough to give you a comparison so you can decide what’s best for you.

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Topics: Office 365, CRM, Dynamics

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