Category Archives for "Industry CRM Applications"

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. […]

Drive Your Success with the Microsoft Power Platform

Microsoft has always been a leader in the business space – from Office 365 to Dynamics 365 and beyond. With the intention of providing businesses with the tools they need to succeed; Microsoft is driving digital transformation to even greater heights with Microsoft Power Platform. What is the Microsoft Power Platform?  In simple terms, the Microsoft […]

7 reasons to make the switch to Microsoft Marketing for Dynamics 365

The importance of Marketing to your operation can’t be stressed enough. Without attracting the right attention at the right time, your business can stall.    Even with the best sales professionals and processes, you need the right tools on the Marketing side to attract high quality leads and help convert more opportunities to sales.  There is where CRM Dynamics and Microsoft can help.   Over the last few years Microsoft […]

A new CRM for Membership Associations

Although the benefits of moving to a CRM for Membership Associations are obvious to most, it can be a challenge to find the right solution that is easily adapted and affordable. After all, change can be difficult. For many Membership Associations the thought of migrating from a legacy system to a CRM system such as […]

CRM Dynamics’ Blueprint solutions offer industry leading security for non-profit organizations and associations.

Cyber Security is important for everyone. However, in the non-profit world it is particularly vital that donors and supporters feel confident that your organization can be trusted with their donations. Unfortunately, that trust can be lost by things that may not even be in your full control.  A security shortcoming that is tied to a […]

4 ways Non-Profit Blueprint helps you better serve your members

It is a demanding time to be working at a Non-Profit. In times of economic uncertainty, Non-Profits are expected to do more, with less resources than they had in the past. It is vital that those working in the sector have the tools they need to efficiently manage their members, while ensuring that they are best prepared when serving their community.   Non-Profit Blueprint is […]

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