As a manager, you’ve been convinced that a CRM is needed to drive your workplace to the next level. You’ve done the research and are aware of the value of the software. However, you need to build support with the ownership and C-Level management if the company is going to take that step. Here are […]
For many Membership Associations the thought of migrating to CRM from a legacy Association Management System (AMS) can be intimidating. The legacy system might not be doing the best job, but it is doing a job and as an Association leader you’re often accustomed to just getting by. Besides, migrating to CRM is probably too expensive, you might think. We are […]
We often get so caught up in the power of Dynamics 365 that we forget that a lot of people are intimidated by the software. “How to use CRM” is a question we get all the time. To help answer that we host monthly free webinars and offer free resources in our Learning Academy. Additionally, […]
We are in the middle of another Industrial Revolution. Only, this time it is digital transformation. That’s according to Gladstone Grant, the National Director of Solution Sales at Microsoft Canada’s Technology Centre. However, Grant says that businesses that are prepared for this Digital Transformation are going to thrive and leave their competition behind. Speaking at […]
One of the most important things a Membership Association does is track continuing education for its members. However, without an effective CRM system this can be a time consuming task for associations that are already stretched thin. Here are 4 reasons why Membership Associations should track continuing education. 1 – Making sure best practices are […]
If you’re looking to upgrade your on-premise CRM solution you’ve probably asked yourself the question, how secure in the Microsoft Cloud? Security concerns are perhaps the biggest factor preventing businesses from upgrading to Cloud computing. However, much of those concerns are based on misconceptions. The reality is cybersecurity in The Cloud is stronger than you’d find in an On-Premise solution. That’s why […]