Discover how one payment processing company gained a 360-degree view of its customers, insights into buying behavior and patterns, and an understanding of customer lifecycles after moving to Microsoft Dynamics 365 Customer Engagement.
Research giant Forrester just published a new review of leading CRM applications, The Forrester Wave™: CRM Suites. It’s a detailed, 31-point comparison of nine providers Forrester says “matter most,” and Microsoft Dynamics 365 CRM lands at the top (with some company). Here are the highlights of the study mixed in with a bit of our…
Whether you know it or not, your customer experience and digital transformation strategies are one and the same. Customer expectations have always been the driving force behind digital transformation initiatives (at least the successful ones). See, at its core, digital transformation is all about using technology to keep pace with ever-evolving (and ever-escalating) expectations. And…
Since this article caught your eye, likely you’re already considering a replacement for Salesforce. (If you’re still evaluating the available CRM options, check out this article, 8 Reasons to Choose Microsoft Dynamics 365 Sales Over the Competition.) If you’re a current Salesforce user contemplating a move, you’re not alone. Companies across industries are making the…
Customer agreements are important for a number of obvious reasons. Overall, they provide a clear picture or details of what the company has agreed to deliver. As an integral tool in Dynamics 365 Business Central, customer agreements not only empower your sales team, but they also enhance the level of customer service your company can…
Dynamics 365 Customer Engagement (CE, for short) is Microsoft’s family of customer relationship management (CRM) apps. They’re designed to streamline business processes, provide AI-driven insights, and drive growth by helping orgs manage and nurture customer relationships. Naturally, finding the right CRM is a critical priority for professional services firms, given that relationships are the driving…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
Microsoft’s security protections are one of its biggest strengths. But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…
The latest release wave to hit Dynamics 365 Marketing accounts brought us a mix of standard fare – i.e. enhanced A/B testing and a Dynamics-based email editor – and some seriously game-changing AI tools. Think – AI topic generation, NLP-based segmentation, and the ability to personalize customer journeys with touchpoint-level precision. You’ll also notice the…
Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd. (SHI) has a tradition of excellence and innovation that spans over 400 years. From its very beginning as a small shop selling medicines and books in Kyoto, Japan in the early 17th…
