Why Business Processes Go Bad and How to Improve Them
Your business uses 100s of processes and procedures every day without our even noticing. Things like, how to Respond to enquiries Send an order Invoice
Your business uses 100s of processes and procedures every day without our even noticing. Things like, how to Respond to enquiries Send an order Invoice
Excel, Word, databases, contact systems, and sales management systems… Each time you use one of these in your business it will make growth more difficult.
In this edition Mark talks about how important it is to give customers a consistent, high quality experience. He looks at how mapping customer journeys
When you’re choosing a CRM supplier you want one with a great track record and one who invests in their software Why should you use
There’s more to costs than just the price of a system Often when discussing CRM systems with others, people will ask, “Will CRM cost me
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
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
Prospects are the lifeblood of business. Without prospect generation there would be no conversions and no fulfilment. In short, your business is powerless without this
Success in business and life is a continuous journey. As with any journey, it’s important to set relevant destination points or markers along the way,
Synchronise your WooCommerce orders with Dynamics 365
Synchronise Shopify orders and customer records with Dynamics 365
Synchronise Magento orders and customers with Dynamics 365
Add and synchronise transactions from Xero to Dynamics.
Synchronise QuickBooks accounting data with Dynamics
Lightening fast quote screen for Dynamics
Integrate any of the leading eSignature suppliers with Dynamics
Let users view and edit data without needing a costly Power Apps Portal
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Integrating Your Ecommerce Store With Dynamics
Many companies operate an online store separately from their CRM / ERP system. As your company grows and sales increase, the admin burden of maintaining
How To Embed Power BI Reports in Dynamics
In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point, but you may find that
Reports in Dynamics 365 : An Introduction
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