Remain CASL compliant with Dynamics 365
In the days since Canada passed the Canadian Anti-Spam Legislation, or CASL, it has been more difficult to build a good email marketing list that remained CASL compliant. More difficult, but not impossible. Staying CASL compliant doesn’t have to be a stressful chore. In fact, with a good CRM tool much of the work to stay CASL compliant […]
Chart your course to success with Dynamics 365: Charts and Dashboards
Microsoft Dynamics 365 Charts and Dashboards are one of the most powerful features in Microsoft’s CRM solution. They allow you to see a 360degree view of your business and efficiently display data that allows you to understand key performance metrics in real-time. By better understanding how you are performing, you can make immediate changes to […]
How to keep the implementation cost of a CRM project down
We understand that a CRM project can be scary. There are a bunch of different reasons for that, but the most basic (and common) is cost. A CRM system is a major investment and implementation cost is a major stressor for most companies. A lot of cost stressors come from the project scope changing. The implementation […]
4 Ways to Build Support for a CRM Implementation
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 […]
How to use CRM – the key CRM terms you need to know
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, […]
The best way to track Social Media for business
It’s understood that being active on Social Media is important for businesses today. But, what is the best way to track Social Media for business? Find out below: It’s no longer a debate whether a business should have a Social Media presence. Whether it’s Facebook, Twitter, LinkedIn, Instagram, Snapchat or whatever the latest new thing […]