Topic: CRM Software

Adobestock Scaled

Learn More About Customer Engagement and Sales Acceleration with D365 CE

Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…
5 Best Practices for Microsoft Dynamics 365 Data Migration

Learn More About 5 Best Practices for Microsoft Dynamics 365 Data Migration

According to the Flexera 2020 State of the Cloud Report, enterprises are continuing to invest in multiple cloud platforms, with 93% of the 750 respondents implementing either a multi-cloud or hybrid cloud strategy. And due to the global pandemic, more than 50% of a subset of 187 survey respondents report actual cloud usage as higher…
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Learn More About ServiceMax vs. Dynamics 365 Field Service

ServiceMax and Dynamics 365 Field Service are both powerful field service management (FSM) platforms, designed to be leveraged within a composable, cloud-based ecosystem.  While they do serve slightly different target markets, there’s a decent amount of overlap between D365 Field Service and ServiceMax re: end-to-end service management, use cases, and customization options. Look beneath the…
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Learn More About Microsoft Introduces Copilot for Sales and Copilot for Service

Now available to the public, Microsoft Copilot for Sales and Microsoft Copilot for Service combine the strength of Microsoft Copilot for Microsoft 365 with role-specific insights and actions, simplifying business operations, automating repetitive tasks, and unleashing creativity. Both solutions offer the flexibility to integrate seamlessly with existing contact center and CRM systems, including Salesforce and…
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Learn More About Introducing the Microsoft Ecosystem For the Modern Worker

Investing in a fully-integrated digital ecosystem is one of the best ways to build the resilience, flexibility, and agility it takes to succeed in this new low-code, generative AI landscape. This is true for any business – whether they’re fully-remote or doubling down on their commitment to the in-person 9-5.  But, for those orgs charting…
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Learn More About Increase Seller Product Adoption: Top 10 Strategies

Seller Product Adoption Insights Technology and business applications are only advantageous to companies if your team actually uses them. Many companies struggle to find a way to get their sales team members engaged with their CRM solution to track prospects and opportunities, leaving management unable to forecast sales or truly understand their pipeline. Frequently sellers complain that their…
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Learn More About Digital Transformation in Field Services

Modern field service orgs face tremendous pressure to increase efficiency, boost revenue, and keep customers happy amid challenging, rapidly changing conditions. You know, just like everyone else. Providers must learn to cope with constant disruption and high-speed change by learning to leverage technologies like AI, ML, and big data analytics platforms. Again, just like everyone…
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Learn More About Driving Digital Transformation with CRM

In digital transformation initiatives, enterprise resource planning (ERP) systems like Dynamics 365 Business Central often get the spotlight, and it’s easy to see why. An ERP serves as the core infrastructure for digital transformation, providing the critical backbone that unifies and orchestrates data, processes, and systems across the business. Without this foundation, a seamless transformation…
Werk-Brau

Learn More About Werk-Brau Automates Processes and Boosts Customer Service with Holistic Microsoft Dynamics 365 Business Central from Velosio

Background Since 1947, Werk-Brau has manufactured the highest quality and most innovative specialty products for the heavy equipment industry. Werk-Brau is respected internationally for providing outstanding customer service and dedication to excellence in all aspects of its business. Duke Werkheiser and Dutch Brautigam, for whom the company is named, first opened their blacksmith shop in…