Blog

Microsoft Teams - Collaboration for Every Type of Team (Part 3 of 8)

In this post, I’m going to show how Microsoft Teams can integrate with other applications to streamline your Sales & Marketing processes. If you’re not familiar with Teams, please check out our previous posts: Teams Overview Part 1: Teams for Project Management Part 2: Teams for Product Management I’ve taken several Sales &...

Three Reasons Your Business Needs DocuSign for Dynamics 365

Signed documents are a must-have for any business transaction. But the actual ink-on-paper signature for contracts and vendor documents has long been a burden. When Amaxra started 10 years ago we used to send our consultants a physical document to sign which rarely came back, we even tried sending them a pre-stamped envelope but still we didn’t re...

How Cloud CRM Helps Manage Your Growing Business

Small business owners have a lot to juggle every day. The ability to balance essential daily operational tasks with the activities that grow the business is a must. One of the keys to a successful business is attracting new customers while retaining your current clientele—because happy/existing customers are also a great source of new busine...

Bye Bye Sales Guy

From Philip K. Dick’s “Do androids dream of electric sheep” (1968) to the recent “Black Mirror” (2016) sci-fi series on Netflix, authors have been postulating different life scenarios impacted by technology. This same artificial intelligence responsible for rogue computers and robots on TV shows are now capable of mastering real world tasks th...

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....

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 ...

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...