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Use Workflow, Automation, and Templates to Streamline Operations with CRM

Use Workflow, Automation, and Templates to Streamline Operations with CRM

by Peter Wolf | Dec 15, 2021 | Fusion, Microsoft Dynamics 365, Partners, Sage CRM

Use Workflow, Automation, and Templates to Streamline Operations with CRM Use Workflow, Automation, and Templates to Streamline Operations with CRM How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant...
Drive More Value with Your CRM by Eliminating the Noise

Drive More Value with Your CRM by Eliminating the Noise

by Peter Wolf | Nov 17, 2021 | Fusion, Microsoft Dynamics 365, Partners, Sage CRM

Drive More Value with Your CRM by Eliminating the Noise Drive More Value with Your CRM by Eliminating the Noise Is your CRM system helping your account managers to reach their goals? If you are embarking on a new CRM implementation or have had a system for years, some...
How to Avoid Getting Burned with Your CRM Project

How to Avoid Getting Burned with Your CRM Project

by Peter Wolf | Feb 20, 2020 | Fusion, Microsoft Dynamics 365, Partners, Sage CRM

No time to burn.

A New Way to Think about CRM Automation

A New Way to Think about CRM Automation

by Peter Wolf | Feb 27, 2019 | Fusion, Microsoft Dynamics 365, Partners, Sage CRM

Meet your invisible personal assistant.

The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)

The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)

by Peter Wolf | Feb 20, 2019 | Microsoft Dynamics 365, Partners, Sage CRM

What’s the big deal about the cloud?

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Recent Posts

  • How to Create Your Own Dynamics 365 Sales Demo
  • Use Workflow, Automation, and Templates to Streamline Operations with CRM
  • Drive More Value with Your CRM by Eliminating the Noise
  • Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
  • Optimize CRM during a Slowdown with These 6 Tips
  • 3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19

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