4 Tips On Setting Up Your Dynamics 365 portal

4 Tips On Setting Up Your Dynamics 365 portal

A portal is a great place to acquire customers, educate and support. The portal enables you to expose Dynamics 365 data to the internet. With a Dynamics 365 subscription you get one that’s easy to set up. In this blog I’ll explain: The different types of portal available How to set it up How to…

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6 Ways To Help Form a CRM Habit

6 Ways To Help Form a CRM Habit

“Does CRM have functionality that enables it to become a habit for users?” Lack of user adoption has killed many an implementation. More than a decade and a half of research on Customer Relationship Management (CRM) systems has churned out consistently troubling failure rates for CRM implementations. Since Gartner’s 2001 study found a 50% CRM…

5 Top CRM Training Tips

5 Top CRM Training Tips

You’ve designed a user friendly interface, automated as many processes as possible, tested the system to destruction and told everyone its on its way. Now its time to train the users. Here’s 5 tips to help you deliver your session. The culture of using CRM Using CRM is different to your standard system where you…

Want to Avoid A Painful CRM Project Post Mortem?

Want to Avoid A Painful CRM Project Post Mortem?

Prevention is better than cure, so why wait until its all gone Pete Tong (wrong) before taking action? A project post mortem is carried out after the event when the damage has been done, we may sometimes take that learning into the next piece of work/project or, as in many cases, the paperwork gets put…

7 Things to Consider When Bringing Data into CRM

7 Things to Consider When Bringing Data into CRM

One of the biggest selling points of CRM is the ability to create a single view of the customer, data is key to making this happen. This blog covers things that you should consider during and after your implementation. It’s probably not a good idea to simply move all data from one system into CRM…

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