Category: CRM & Customer Engagement

Learn More About The New Dynamics 365 UI Unified Interface – Our Review

The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client. You open the Unified…
Best Practices for Activity Management in Office 365 and Dynamics 365

Learn More About Best Practices for Activity Management in Office 365 and Dynamics 365

Many of our clients ask us how best to handle the various activities available within the Dynamics 365 suite, especially with the crossover to Office 365. While there are no “set in stone” rules, we have put together some best practices suggestions, based on the functionality available within different programs. So, the question is… What…

Learn More About Seven Rules of Sales Pipeline Management

Pipeline management in CRM is the core to accelerating sales, forecasting and managing product demand. I recently wrote about the basics of pipeline management. To provide context for where marketing stops and where sales begins. Here I’ll focus on what I call the Seven Rules of Pipeline Management. Become maniacal about your sales process Most…