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Build Stronger Relationships Using Dynamics 365 Sales Insights

Build Stronger Relationships Using Dynamics 365 Sales Insights

by Kristin Caniglia | Jan 12, 2022 | Dynamics 365 Sales, Dynamics 365 Sales Insights, Microsoft Dynamics 365, sales

Selling to customers today is about building and maintaining relationships. Relationships are built by knowing your customers, what is important to them, and responding to them with the right communication at the right time. Dynamics 365 Sales Insights enables...
Creating and Managing Sequences in Dynamics 365 Sales Insights

Creating and Managing Sequences in Dynamics 365 Sales Insights

by Kristin Caniglia | Jan 5, 2022 | Microsoft Dynamics 365

Salespeople engage with many customers every day. Salespeople are responsible for qualifying leads, nurturing opportunities, and acting effectively in a timely manner. In addition, they are expected to operate according to the processes recommended for their...
How Dynamics 365 Helps Throughout the Customer Buying Journey

How Dynamics 365 Helps Throughout the Customer Buying Journey

by Kristin Caniglia | Nov 15, 2021 | Business Challenges and Solutions, Customer service, Microsoft Dynamics 365

Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead.  It also ensures that your marketing strategy addresses each stage which in turn leads to a...
Provide Seamless Customer Service With Case Management in Dynamics 365

Provide Seamless Customer Service With Case Management in Dynamics 365

by Kristin Caniglia | Nov 11, 2021 | Customer service, Microsoft Dynamics 365, Webinars

Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in...
12 Simple Strategies for Great Customer Service

12 Simple Strategies for Great Customer Service

by Brian Begley | Nov 5, 2021 | Customer service, Microsoft Dynamics 365, Microsoft Dynamics CRM

Why is Providing Great Customer Service So Important? Do you want your company to be known for providing excellent customer service?  It seems like a simple thing or common sense, but it is something you really have to work at. You can have the best product out there,...
Don’t Fall into the Bad Customer Service Trap – 10 Things to Avoid

Don’t Fall into the Bad Customer Service Trap – 10 Things to Avoid

by Kristin Caniglia | Nov 5, 2021 | Customer service, Microsoft Dynamics 365, Microsoft Dynamics CRM

Why do customers stop doing business with you? Do you know the #1 reason customers stop doing business with a business? You’ll be surprised that the answer isn’t that a company’s pricing is too high or their product insufficient. According to Hubspot...
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