Set and Track Your Goals, All From CRM Goal tracking shouldn’t require extra work. If your team is still updating...
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Why MSP’s Should Add CRM to Their Solution Portfolios
We’re entering a new era in CRM All the old reasons for customers buying CRM are still valid but the advent of AI is...
Boost Your MSP Earnings with Strategic Partnerships
Time is money, we’ve been told since childhood The idea is that people should focus their attention on the things...
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P2P – Big Footprint, Small Shoe Size
In the debate over tech generalists vs tech specialists, specialists often rule the day. But that doesn’t mean that an MSP must stay in their corner while all the other business goes by. P2P is a business approach that stresses working collaboratively with other...
How Constant Iteration Leads to CRM Success | CRM Strategy
How To Make CRM Stick CRM should be the engine that drives your business forward, not a tool you install and forget about. Some think that CRM is a one-off project and that all the work ends at launch then quickly see a drop off in value once it's live. It happens...
Microsoft Partners’ Quest: Discovering Opportunities in the Digital Landscape
It's a mystery. Imagine that you’re a traveler. You are on a journey through an unfamiliar environment, with no map and only a flashlight to guide you. On this journey, you must find items of significant value. If you don’t find them, your journey ends in failure. Now...
Go Slow for Faster CRM Adoption? | CRM Strategy
How Slowing Down Helps You Win Faster with CRM If you’re just starting with CRM or switching from another system, the pressure to move fast can be intense. You want results now. More visibility, faster sales, and better performance. And you certainly don't want to...
How to Pick THE PERFECT CRM | CRM Strategy
When Is It Time to Look for CRM? Managing customer data through spreadsheets, index cards, or Outlook works—until it doesn’t. It might feel manageable at first, but over time, it slows you down, causes things to slip through the cracks, and eats away at your day. You...
Why “Less is More” | CRM Strategy
Why Most Implementations Fall Apart When you’re just starting with CRM or moving from another system, it’s easy to feel like you need to move fast. You want to get the ball rolling and implement everything on your list right away. But that mindset can derail your...
Free Implementation Qualification Survey
Free Microsoft Dynamics 365 CRM Implementation ProgramGet results in 5 weeks with our proven structured methodologyWhat does it take to be successful? Thank you for your interest in our free CRM implementation program! Before we confirm your enrollment, its important...
Launchpad Release: More Features for Dynamics 365 Users!
We are thrilled to announce the official release of Launchpad, an innovative app designed to empower Dynamics 365 users to unlock the full potential of their CRM system. Launchpad is engineered to seamlessly integrate with your CRM, providing a host of features to...
Exploring Advanced Data Analysis Techniques with Dynamics 365
Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...