Blog by Mary Calvillo

When running a business, you always want to improve efficiency and create more ways to boost productivity, right? Unquestionably, Customer Relationship Management (CRM) system offers the right solution for this. It is the kind of took that not just protect customer database but also helps collaboration among the team members. But when it comes to making a specific choice among the CRM options, there are few considerations.  Here are a few of them - Business Objective First of all, you need to have a clear idea of the problems you can solve through a CRM. What you need is to prioritize the goals as per your business needs. Make a list of priorities. Let's look at some of the common ones. Leads tracking Customer Base management Track sales opportunities Collaboration among teams Manage Relationships Custom report generation Managing business operation Managing output and profitability Managing productivity Implementation When you introduce a new CRM soft...

Dynamics 365 has been officially launched this year and it comes with some goodies for the CRM enthusiasts. This new version which is cloud-based combines the features of Dynamics AX and Dynamics CRM to offer tools for sales and a list of new features. No doubt the need of Dynamics CRM Web development has rose over the years and it comes with a number of features. These features have been mentioned below: Relationship Insights This feature is available on all the devices and it works as an assistant who tracks all the interactions and communications with customers. Once your assistant has gathered all the needed data, it starts to guide you in a number of things like showing opportunities, helping through daily work, manages your email and suggests follow-up tasks. It offers a series of actions which offer customized controls and links by analyzing interactions and communications. Outlook Client The integration of Dynamics CRM with Outlook has always been import...