If you’re an existing user of Microsoft Dynamics CRM you may find it useful to modify the 3 fields displayed in the global search results. It helps users get access to the information they need quicker, which improves productivity […]
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All about data and Microsoft Dynamics 365
Are your users really using your systems, or is there untapped potential in your teams?
It’s a thought provoking question, but if you use systems and processes to run your business, are any of the following true? Your team are not following processes consistently You’re […]
Read MoreMicrosoft Dynamics CRM 2016 wins CUSTOMER Magazine Product of the Year Award
Microsoft Dynamics CRM 2016 has been named as a Product of the Year by TMC, a global, integrated media company and publisher of CUSTOMER Magazine. The 2016 CUSTOMER Product of […]
Read MoreYour business flows better when communication flows better
Running a small business is hard. Fact. When you’re starting up you’re balancing the need to find and get new customers, against the need to deliver your product or service, […]
Read MoreIs spreadsheet and database spread limiting your business growth?
Excel, Word, other databases, contact systems, and sales management systems. Each time one of these becomes a key part of your business it can make business growth more difficult. We […]
Read MoreHow To: Personalise your Dynamics CRM Online Screens
One of the great features of the Spring Update 1 for CRM Online 2015 (released May 2015) was the ability to personalise the look of CRM to your business. This […]
Read MoreETHICS Series: Maximising the fit between people and technology in your business
Become more efficient and effective, improve employee engagement and grow your business the sustainable way…too good to be true? Start reading our series of articles on ETHICS to find out more
Read MorePlay my game Captain Gigya of the Badgeville Elite – Gamification
Every once in a while in the present, you look back with fond memories on something you experienced in the past. It may be an event, a film, a book, […]
Read MoreCustomer records – data, data, everywhere!
Is your customer data spread across files, documents, spreadsheets, subscriber and mailing databases, your CRM, finance and quoting system?
How many times do you store customer email or name, is it the same in each system?
Read MoreCustomer lifecycle – what do Amazon do?
It’s worth taking the time to sit down and think about the journey a customer has with your business as part of the customer life cycle.
Who do they speak to and when? What correspondence do they receive? We use Amazon as a case study.
Read MoreFinance and Billing systems
You create your customers, issue and track invoices, log and monitor purchases and run your company reports.
We’ll shed some light on your finance and billing systems, there’s more behind there than you think…
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