Category Archives for "CRM tips"

What is an Envisioning Workshop?

Simply put, an envisioning workshop is a session taken from the Microsoft Catalyst process designed to help organizations achieve their business objectives.  Most companies don’t realize how technology can help them reach their business goals much faster. In the workshop, we will jointly define how to enable a digital transformation for your organization.  Now, we all […]

4 Reasons to Replace Your Accounting Software

For many small to medium-sized companies, your current accounting and business management systems may not be keeping up as your company grows in size and complexity.  Replacing these legacy systems can understandably be looked at as an intimidating task and may be overshadowed by more pressing portions of your overall business.  Unfortunately, the cost of having […]

Customer Insights in a Day – A Free Workshop Customized for your Organization

If your company’s data is trapped in various locations with most of it unused, or you lack a single view of customers with real-time insights to inform business actions, you can rapidly drive value by deploying Dynamics 365 Customer Insights to unify data and create customer profiles.  This is especially helpful if your company has […]

Meet ‘Penny,’ CRM Dynamics’ AI-enhanced brandable chatbot for Financial Services

Financial services organizations are increasingly looking to balance the value of digital banking with the benefits of human and personal touch.   According to McKinsey, “60% of active banking customers use digital channels.”  This is only increasing in our current COVID-19 climate.  However, sales of new products and services – is still very much an analog process. […]

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