The CRM Glossary – All the CRM Terminology You Need to Know! If you’re new to CRM, business software or Dynamics 365, some of the terms you may hear can…
Jessica ComptonOctober 16, 2020
Reasons to move from spreadsheets to a CRM system. When starting a business, many people resort to Excel spreadsheets to manage their information (finances, customer data, leads,…
Jessica ComptonSeptember 3, 2020
Bespoke CRM vs off-the-shelf software. You’ve made the decision to implement a CRM system within your business, now you might be at the stage where…
Jessica ComptonAugust 11, 2020
The Benefits of a Charity CRM. A Customer Relationship Management (CRM) system can be a major investment for a charity. If you are completely new…
Jessica ComptonAugust 3, 2020
Benefits of a Bespoke CRM for Law Firms. Law firms deal with a large amount of information relating to various clients and cases, so seeking…
Jessica ComptonApril 30, 2020
What is CRM and do I need it? Two of the most common questions when people hear the term 'CRM' (Customer Relationship Management) are... 1.…
Jessica ComptonJanuary 8, 2020
How CRM can help your Business at Christmas ‘Tis the season to be jolly! For a lot of companies this means sending presents to clients, sending Christmas…
Jessica ComptonDecember 12, 2019
Why Do CRM Projects Fail? We hear about a lot of Microsoft Dynamics 365 implementations failing and have subsequently helped many businesses rescue their failing CRM project and helped…
Jessica ComptonNovember 6, 2019
How to Improve CRM User Adoption Within Your Business. If done right, Customer Relationship Management (CRM) software can provide a huge number of benefits to…
Jessica ComptonOctober 16, 2019
