Category: Dynamics 365 Customer Engagement

Exceptional customer service in Field Service Management

CRM: The Key to Unlocking Exceptional Customer Service in Field Service Management

Forgive us for bringing up something so incredibly obvious. But – today’s customers expect personalized, connected experiences from the companies they work with. It doesn’t matter if they’re ordering paper towels via Prime or Pad Thai from an app.  Blame Amazon, Uber, or your least favorite 2010s tech unicorn, but the proliferation of “big data”…
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Insights, Sales, and Service Improvements in Dynamics 365 Customer Engagement 2023 Release Wave 1

The Dynamics 365 Customer Engagement 2023 Release Wave 1 is here. With customer expectations and activities changing frequently, how you engage with customers throughout their lifecycle plays a critical role in establishing long-term relationships. Dynamics 365 Customer Engagement—featuring Dynamics 365 Customer Insights, Dynamics 365 Sales, and Dynamics 365 Customer Service—gives you all the intelligence you…
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The Importance of Integrated CRM & ERP for Distributors

The Importance of Integrated CRM & ERP for Distributors

Your business is distribution, but increasingly, every business is in the technology industry. In order to build a resilient operation that can withstand pandemics, supply chain disruptions, and whatever else may come along, you need the right technology stack. Historically, enterprise resource planning (ERP) and customer relationship management (CRM) systems have been separate, siloed platforms.…
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Live support concept. Business customer care service concept. -marketing automation system

Firm Tackles Customer Management with Marketing Automation System

When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
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illustration of 2 different paths

What is the Difference Between ERP and CRM?

On the surface, an ERP and a CRM system might look like they have a lot in common.  Both are data repositories that provide a single source of truth for the entire business. Both are used to streamline operations and improve the customer experience. And – both play a central role in optimizing revenue.  But…
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Big data processing illustration Progressus Resource Management

Combine CRM and Powerful Reporting to Understand Customer Behaviors

If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
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