Category Archives for "CRM tips"

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. […]

Getting more out of your Dynamics 365 with Customer Insights

If your company is like ours, you’re always looking to maximize the value of any of your technological investments.  Dynamics 365 CRM is a powerful solution to enable your sales process, manage your entire service department, as well as build, manage, track, and report on the effectiveness of your marketing efforts – just to scratch […]

Face to Face selling is Dead! Virtual Selling Guide for Dynamics 365 sales leaders

Face to Face selling is Dead! Virtual Selling Guide for Dynamics 365 sales leaders By Rob Triggs – Sales Excellence Advisor CRM Dynamics  First I hope you and your family are safe and have the necessities to make it through the coming weeks and months!   I’m hoping this post can give you a much-needed distraction […]

Fall 2019 update: A/B testing

Over the past year, Microsoft has invested a great deal of resources into its Marketing platform. That was reflected in the Fall 2019 update, which saw Microsoft Marketing for D365 take leaps and bunds forward.   As we continue to look at the highlights of the Fall D365 update, we will explore one particular feature in Microsoft Marketing […]