Why your Business needs a Customer Journey Map: A quick guide to optimizing Customer Experience
Customer journey mapping is the process of mapping out the entire journey your customers take with your brand, from the first interaction to the final purchase and beyond.
It's an incredibly powerful tool that can help you better understand your customers and their needs. We feel it is a critical part of understanding how to best implement CRM software that will keep your employees engaged and deliver the best business outcomes.
Share Client Documents with Power Portal
You can share documents with external users by using Microsoft Dynamics Power Pages (previously known as Power Apps Portals). This can be useful when on-boarding new clients. Often there are documents that need to be shared and filled out by clients to complete the on-boarding process.
This blog article shows step by step process to setup document sharing utilizing Microsoft Power Pages, Dynamics CRM, and SharePoint.
Implementation: What does Microsoft CRM cost?
CRM Implementation Costs can vary widely because each CRM project is unique. Just like people with different personalities, each company has their own distinct culture, goals, products, and procedures. This blog reviews different factors that should be considered when budgeting your next CRM Project. Examples showing ballpark estimates are included at the end.
Software License: What does Microsoft CRM Cost?
What does Microsoft CRM Cost? This is the 2nd blog of a 3 part series and covers the cloud license cost for Microsoft CRM Sales.
Microsoft Dynamics 365: What does CRM Cost?
What does Microsoft CRM Cost?
This blog is an introduction to the topic of Microsoft CRM Sales costs. Part 2 covers Microsoft CRM Sales license cost. Part 3 covers Microsoft CRM Sales implementation costs.
Creating your first CRM Business Rule
In Microsoft Power Platform and Dynamics CRM, Business rules are No code way of automating form behavior. You can combine conditions and actions to show or hide fields, set requirement levels, validate data, and show error messages. This blog shows steps to create a business rule to validate Est. Close Date on the Opportunity.
Compare Microsoft Dynamics 365 Sales Licenses
Microsoft Dynamics 365 Sales Licensing can be confusing. This blog compares the different Microsoft Dynamics 365 Customer Engagement (“CE”) Sales License Types.
3 Keys to Customer Engagement Success (Part 2)
The first section of the Wheel of Change is “Small Steps”, but what do I mean by “Small”? The answer is relative to the size of your overall project. For a large Enterprise CE Project, a small step may be a MVP that can be deployed to provide value for early adopters. For a mid-market Project a small step may be a 90 day sprint to deploy CE to a regional Sales Team.
3 Keys to Customer Engagement Success
Customer Success - After over two decades of designing, building and deploying Customer Relationship Management (“CRM”) and Customer Engagement (“CE”) systems I’ve found recurring themes on what makes some projects more successful than others.
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