Help your employees work from home with Microsoft Teams and Dynamics 365
“By failing to prepare, you are preparing to fail.” ― Benjamin Franklin The famous words above are true in all aspects of life, but it is especially the case when it comes to business. You need to be ready to pivot at any time when circumstances warrant it. And, you need to be ready to move in whatever […]
6 reasons a CRM benefits Credit Unions
Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 6 reasons a CRM benefits Credit Unions: 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced and competitive […]
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 […]
How a CRM benefits Trade Unions
Today Trade Unions face unprecedented challenges. Learn how a CRM benefits Trade Unions. Running a successful and relevant Trade Union in today’s work environment can be difficult. The role of the Union is not as clear to younger workers as it was to the previous generation and many workers question the need for a Union at […]
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 […]
4 reasons why Membership Associations should track continuing education
One of the most important things a Membership Association does is track continuing education for its members. However, without an effective CRM system this can be a time consuming task for associations that are already stretched thin. Here are 4 reasons why Membership Associations should track continuing education. 1 – Making sure best practices are […]