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Latest Learning Articles

Customer

Want your CRM project to actually work? Stop thinking about software.

The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you

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Poor CRM User Adoption – What You Can Do

How to Convince People to Use Your CRM

The reason many CRM systems and projects fail is because of poor user adoption. Ask yourself, right now, who is

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Wondering 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

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Great data with Dynamics 365

Too many business systems? 7 signs you’re ready to simplify with Dynamics 365

If you’re running your business across 5, 10, or 15 different systems and spreadsheets, you’re probably wasting hours on duplicated

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Is Your Data Good, Bad or Ugly?

12 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. Research

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Stop - don't add yet abother Excel spreadsheet into your business

Why Excel isn’t Right For Your Your Business

We’ve all been there – you need to capture some new data quickly… This time it’s contract renewal data. You

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Microsoft 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

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Demystifying Microsoft Dynamics 365 Pricing Options

These prices have been updated by Microsoft in October 2019 – we have a full guide to pricing here Microsoft

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Are you missing out on insightful management information because of your current database?

"I don't have access to all the database fields I need for my reports" "Our reporting system isn't very flexible
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10 Ways Your Prospect Database is Hindering Growth

Most systems can record basic prospect details and schedule a follow up call. A good follow-up system is helpful, but

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