Many CRM solutions don’t come equipped with extensive project management tools. But many professional services firms need service management as well as sales pipeline management. Incorporating all the tools you need into your CRM system presents a definite advantage. After all, delivery of services after a sale is made is the key to customer satisfaction…
Powerful. Flexible. Visual. High-Performance. When you hear such terms, your mind may not immediately think of databases. Complex data migrations and integrations can strain the patience of the meekest IT staff member. There are so many variables to consider, such as authentication methods, software and database versions, field mapping, and much more. If just one…
A long time ago in lands both near and far away, Microsoft began its quest to add technology to its portfolio of offerings to form a “Business Solutions” unit. While that certainly had grand profit potential for Redmond, it was also the catalyst around which would form one of the most supportive and mutually-beneficial communities…
Leads are the focal point of Sales. Without Leads, there are no Sales. But even in this age of automation, you will still find that a majority of sales and marketing professionals don’t use any kind of automation software specific to lead conversion. This may be one of the reasons that only a fraction of…
“Oh, and can we just have this one field added to the screen in CRM?” Let me tell you a story about a company that had a seemingly simple request that actually could have cost them thousands of dollars to complete. And how you can avoid making the same mistake. A Simple Request During a…
We all know that having the right information at the right is of utmost importance, especially while making business deals. But a minor inefficiency while passing on the right information may result in the loss of major deals and potential customers. So, now the question is – what measures can be taken to avoid such…
AEC firms overcome CRM challenges and win more opportunities with the help of aec360 In November 2021, the Infrastructure Investment and Jobs Act became law. With this infrastructure bill, AEC firms benefit from the $1.2 trillion allocated to fund infrastructure projects across the United States, to include improvements to roadways and bridges in addition to…
With over 12 years as a leading Microsoft ISV Partner for Dynamics 365 CRM, we at Inogic have a deep understanding of how users interact with Dynamics 365 CRM. Year after year, we strive to develop solutions that enhance the user experience and help our clients reach new heights in productivity. Our add-on offerings fill…
If your organization uses Outlook and the Microsoft Dynamics 365 CRM platform, then the Dynamics 365 App for Outlook lets you make the most of both. Thanks to the integration between Outlook and the CRM, this app can enhance your use of both applications. Here are just a few features that can improve productivity on…
What is Dynamics 365 Field Service? Microsoft Dynamics 365 Field Service provides organizations with a holistic approach to service management, allowing field resources, dispatchers, and managers together to effectively handle all aspects of their operations. Field Service includes traditional out-of-the-box functionality that one would expect to find in a Dynamics implementation, including Accounts, Contacts, and…