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...
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...
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 a...
ClickDimensions’ marketing automation provides an intuitive experience that can power up your business while increasing your company’s productivity and revenue. By using the tools within ClickDimensions, a company can generate interest in a product, create interactive automations that are based on user history and track customer interests and inter...
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...
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 eve...
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