Topic: CRM Software

AI and CRM: How Artificial Intelligence Makes CRM Work for Salespeople

Learn More About AI and CRM: How Artificial Intelligence Makes CRM Work for Salespeople

CRM systems are sold to executives and sales leadership with promises of data security, greater visibility, more efficient sales processes, higher customer responsiveness, improved pipeline management, and more accurate forecasting. Realizing these outcomes, however, require effective user adoption. Industry analysts generally estimate CRM project failure rates to be between 30% and 70% and user adoption…
Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Learn More About Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Technology is evolving and transforming all functions of the organizational ecosystem, and it is imperative businesses execute a plan to implement systems, platforms, and analytics that are resilient and scalable. Microsoft Dynamics 365 (“D365”) Apps, including embedded intelligence and machine learning, are only a few solutions that are having a dramatic and positive impact on…
Dynamics 365 CE schedule upgrade soon

Learn More About The CRM Maintenance Light Just Went “On” For Your Sales Engine

You take your car in for regular oil changes and scheduled maintenance every 15,000 miles. Your CRM requires a similar check every year to make sure it too is firing on all cylinders. Last month Microsoft not only announced its commitment to a twice-yearly online upgrade schedule for Dynamics 365 CE (Customer Engagement), but also…
Case Study - Rotex Global

Learn More About Rotex Global LLC – Industrial Machinery Manufacturer Gets Integrated International Solution with Dynamics GP & CRM

Velosio Case Study: Rotex Global LLC Download “Velosio Builds Robust ERP and CRM Solution for Rotex Global LLC” About the Company INDUSTRY: Dry Material Screening, Equipment and Technology LOCATION: Cincinnati, OH; Remscheid, Germany; Cheshire, UK; Chiba, Japan; Wavre, Belgium NUMBER OF LOCATIONS: 5 SYSTEM: Microsoft Dynamics GP; Microsoft Dynamics CRM Rotex Global, LLC is an industrial…