Category Archives for "Industry CRM Applications"

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 from the non-stop […]

How D365 can help Credit Unions deliver better customer service

Credit Unions take great pride in the personal touch. It’d felt that what sets a Credit Union apart from a big bank is the customer service that they provide. Customers agree. For 14 straight years customers have voted Credit Unions as having better customer service than the big banks. But, you can’t afford to be complacent. To maintain that […]

Will migrating to CRM from legacy software benefit your Membership Association?

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 […]

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