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We used PowerBI at our company. Here are the insights we learned

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 infa...

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...

8 reasons why your business needs Dynamics 365 CRM

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...

These 3 things are critical to successfully using CRM at your business

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 a...

These workshops will help your company work smarter, not harder

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 the...

Why businesses are obsessed with ClickDimensions CRM tools

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...

Unique Ways Dynamics CRM can Boost Your Business

Today Amaxra wrapped up our webinar series, Power Up Your Business with Dynamics CRM. The series was led by Rosalyn Arntzen, President & CEO at Amaxra, and Jay Templeton, Amaxra CTO. Dynamics MVP, Rick McCutcheon, and Senior Account Manager from ClickDimensions, Leigh Ann Martin, joined us as guest speakers and demonstrated how we can better l...

The 5 fundamentals for maximizing your customer relationships

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 eve...

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