Blog

Building Better Customer Relationships With The Cloud

It's a fact that architecture, engineering, and construction (AEC) professionals don't forge typical customer relationships. Engineers and construction managers are often on-site rather than in an office. Architects are in an office but the output involved in their jobs often makes it easy for them to overlook the many other aspects involved with ...

How Amaxra Uses PowerBI To Gain Customer Insights

Since 2014, I've been a fan of PowerBI, a suite of business analytics tools from Microsoft used to analyze data and share insights. As an early adopter—I was introduced to PowerBI while working with the Enterprise Commerce team at Microsoft so I've seen firsthand how the application evolved into an impressive business tool since its infancy....

Dynamics 365 – 5 months In

Last November, Microsoft announced a new pricing model for their Dynamics customer relationship management (CRM) product. Along with these pricing changes came new product enhancements to make Dynamics a "cloud first" CRM solution. Now that it’s 5 months since the announcement of Dynamics 365 and about 3 months from availability, we thought it timely ...

Defend Your M&Ms: How To Find Your Organization's Cybersecurity Sweet Spot

Today’s young professionals have a more mobile, just-in-time work style. However, many companies find their current security models slow to adapt to these modern scenarios. A great analogy I heard in a recent security conference compares life to the famous candy that melts in your mouth—not in your hand. Hard crunchy shell, chewy cente...

How To Stop Dynamics 365 From Overwriting Your Account Activity History

Have you ever had a top-performing sales employee move out of your organization? Good account history data in your customer relationship management (CRM) solution is essential for the success of new person in that role. If you use Microsoft Dynamics CRM, reassigning an account owner has a quirky default behavior that could rewrite key account acti...

Relationships are at the core of CRM and your customer data that feeds them

CRM (customer relationship management) lauded as the modern day hero of marketing and sales can provide your business with key strategic and competitive advantages. Adeptly used it helps your business attract, retain and grow your customer base. There is no shortage of choices for CRM systems, platforms and add-ons. From Microsoft Dynamics, Salesf...

4 Ways CRM Helps Grow Your Business

Many of the clients who come to us today are still managing their business relationships manually in notebooks, rolodexes or individual spreadsheets that they may occasionally share with their colleagues.  All of these are fine as long as you're the only person in your company who interacts with that customer. In today's business world, howev...

Can your business afford to not use a CRM?

Here at Amaxra we've always been good with data but, like any business, keeping it all organized took effort. Every time anybody on our team interacted with a Customer or potential Amaxra Consultant, they faithfully tried to remember to update a series of records. It was a cumbersome system spanning multiple programs, from Excel to Outlook and even good o...