Topic: CRM Software

Veseris farmer spraying pesticides in the field

Learn More About Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from 800 supplier partners, and 71 ProCenter locations across North America, Veseris maintains significant reach as a specialty products distributor of pesticides and equipment, sold through their ProCenters in large quantities only to…
Shield Protecting a Computer from Ransomware Attacks

Learn More About How the Microsoft Ecosystem Safeguards Your Data from Ransomware Attacks

It’s a well-documented fact: Microsoft is all-in on cybersecurity. Last year, the company pledged to invest $20B into cybersecurity initiatives over the next five years — a significant increase from the $1B in annual security spending that has been the norm for years. There’s the Microsoft Compromise Recovery Security Practice (CRSP) – a collaborative effort…
Ideal Replacement for Salesforce

Learn More About Top 5 Reasons Why Microsoft Dynamics 365 Sales Is an Ideal Replacement for Salesforce

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…
Pecan Pie and Visual Resource Scheduling for Microsoft Dynamics 365 for Finance and Operations- microsoft professional services

Learn More About Microsoft Solutions for the Professional Services Industry

Professional services firms face increasing pressure to deliver more innovation ASAP and adapt to the accelerating pace of change. You know, the usual challenges that define this complex digital era. A key part of tackling these challenges and building the flexible, resilient firm of the future is embracing a composable architecture. According to Gartner, composability…
Online Store Attracting Customers with a Magnet- crm for professional services firms

Learn More About Dynamics 365 Customer Engagement for Professional Services Firms

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…
Teams and Dynamics 365 CE for Improved Collaboration

Learn More About Microsoft Teams and Dynamics 365 CE

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 Dynamics 365 – The Unified Platform

Learn More About Microsoft Dynamics 365 – The Unified Platform

Unless you’ve been working with it recently, you’re going to find out, as you read on, that Microsoft Dynamics 365 is way more than you thought it was. Most people first became aware of Microsoft Dynamics when Microsoft first acquired a series of enterprise resource planning (ERP) software companies using them to deliver four ERP…
Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal Anyway?

Learn More About Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal?

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…
Businessman Evaluating His Options buy dynamics 365

Learn More About How to Buy Dynamics 365

Buying D365 isn’t as straightforward as, say, creating a Teams account or subscribing to Office 365. Technically, you can sign up for Dynamics 365 directly from the Microsoft 365 admin center, create an account, and gain access to its game-changing capabilities. But— without an authorized partner on your side, you’ll have difficulty implementing D365 —…