A CRM Solution made for Credit Unions
With the rise of digital transformation, more Credit Unions are leaning into the benefits of a CRM—to not only help expand their client list but to help develop longer-lasting, more profitable relationships with their clients. With CRM Dynamics an HSO Company’s Credit Union Blueprint, Credit Unions can set themselves apart from big banks and address the everyday […]
Cincom® and CRM Dynamics Announce Partnership
Cincinnati, OH (February 10, 2021) – Cincom Systems, Inc., a global supplier of enterprise software solutions, announced today that it has entered into a partnership with CRM Dynamics to implement CPQSync™ by Cincom. CRM Dynamics is one of the largest Gold Certified Microsoft Dynamics 365 partners serving clients across the globe. They have over 20 […]
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 […]
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 an HSO Company’s 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 […]
3 Ways Our Construction Blueprint Will Help You Win More Business
Relationships are key in the construction industry and much of the day-to-day business is still done the old-fashioned way – through building solid personal relationships all along the supply chain. Networking and personal relationship building will always remain of vital importance. However, construction supply companies should also be looking to embrace technologies that can set them apart. In fact, a […]