Blog

Do These 5 Things After Your Business Picks A CRM

Many professional service companies face a paradox: Despite requiring high-touch customer relationships, they are often overextended with limited staff—making it easy for them to overlook the many other aspects involved with running a business. Add working with multiple clients and potential projects all on different schedules into the mix a...

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...

Office 365 documents

As a user of Office 365, there are quite a few locations where documents can be stored: SharePoint Team site document libraries Office 365 Group document libraries, inc. Microsoft Teams document libraries OneDrive for Business OneDrive E-mail attachments Local hard drives USB sticks Network drives As you can tell from ...

Webinar Recap Planning for CRM Success

In our recent Amaxra webinar, noted Microsoft Dynamics 365 CRM MVP (Most Valued Professional) Rick McCutcheon discussed how customer relationship management (CRM) solutions can deliver practical benefits to businesses. However, successfully leveraging the power of CRM requires a sensible and holistic deployment plan. During Rick's 20+ years in the...

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...

Creating Partnerships

The consulting world can be confusing to novices. It is easy to get lost in the initial chaos and constant change when you take on a new job at a consulting firm. Amaxra offers these proven tips for new consultants to put you down the path of success: Provide Visibility During Your Onboarding Process As a consultant, there is a responsibility to be av...

Introduction to Amaxra Workshops

Our biggest success is giving our clients an optimization breakthrough in their business. Listening to our customers' pain points, our Solution Delivery team discovered most companies work harder than necessary due to broken business processes. To address this need, Amaxra is introducing process planning workshops for our customers. During these ...

Auditing Unsubscribes with a Customer Feedback Survey

Have you ever wondered why your recipients decide to unsubscribe from your emails? Acquiring this information can help you improve your email marketing campaigns and target the right recipients. To collect this data, all you need to do is integrate a ClickDimensions survey with your subscription management page. Start by building a survey. Your su...

Getting Organized

A new year is all about a new you! We set resolutions, work with our friends and family to stay on track and focus on being organized. In 2016, Microsoft released a new experience in Office 365, Office 365 Planner and it has since become an Amaxra favorite, for getting organized. The Planner tool makes it easy for your team to create new plans, or...