What happens when someone completes the sign up form on your website? Have you ever put yourself in the shoes of a customer and filled out the form? I bet […]
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All about data and Microsoft Dynamics 365
PowerWebForm – Assigning Ownership of leads
Are you using PowerWebForm to collect new leads from your website? Wouldn’t it be great you could assign leads to a specific user in your organisation, rather than to the […]
Read MoreSupercharge Your Mail Merges
Do you send important emails and documents to your customers? Yes. Did you know the world’s most powerful mail merge system does this: Merge any field in your system to […]
Read MoreAre You Sure About Your Sales Figures? Do You Want to be?
Can you confidently report on each stage of your sales pipeline? Let’s say your pipeline has the following stages: Qualify Discuss Propose Negotiate Close Are you sure you know How many leads do […]
Read MoreHow to Manage Service Level Agreements. Properly
Do you agree levels of service with your customers? Good customer service is no longer good enough, the best businesses deliver excellent service on time, every time… your customers expect this.
Read MoreSo, You Think Dynamics 365 is Not for Small Businesses?
It’s happened again… Another small business owner I met lost hours of their life fixing a spreadsheet. They couldn’t understand how costs on the Excel estimate were different to the […]
Read MoreGet These Right and Your CRM Project Will Fly
The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you make sure you’re in the 4 out of 10 – […]
Read MoreAre Your Colleagues Actually Using the New CRM?
The reason many CRM systems and projects fail is because of poor user adoption. Ask yourself, right now, who is actually using your CRM? Are you confident in your answer? […]
Read MoreWondering How to Access Your Business Documents Wherever You go?
“I need that document!” I’m guessing you place a lot of value on documents – contracts, quotes, orders and even a manufacturing schedule or a project plan. As a business […]
Read More7 Signs You’re Ready for the Great Data League
So you’ve assessed whether your data is good, bad or downright ugly. Hopefully you’re heading towards the good data league or are there already! Where do you go from there…? […]
Read More12 Ways To Improve Your Data Quality
Data Quality is everything. Good data oils the wheels of your business. Poor data grinds it to a halt. So, is your data good, bad, or ugly?? Good quality data: […]
Read MoreStop! Don’t Add Yet Another Spreadsheet Into Your Business
We’ve all been there – you need to capture some new data quickly… This time it’s contract renewal data. You turn to Excel. It’s a brilliant tool. It’s easy to […]
Read MoreMicrosoft Dynamics 365 – choose the right apps for your business
As we discussed before, one of the main benefits of the update from Dynamics CRM to Dynamics 365 is that businesses only pay for the apps they need. So a […]
Read MoreDemystifying Microsoft Dynamics 365 Pricing Options
Microsoft Dynamics is a large product with many options. Microsoft have done lots to simply pricing and let you pay for only what you need, however we thought we could help […]
Read MoreDynamics 365 has arrived…
That’s right, Microsoft Dynamics 365 is finally here and we couldn’t be more excited about the capabilities this product can offer. Dynamics 365 brings many new features which help growing […]
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