Market-leading CRM and AMS solutions see themselves as enterprise development platforms. Platforms like Salesforce and Dynamics 365 offer compelling solutions—easily configured and rapidly delivered—to organizations seeking powerful collaboration, automation, and productivity. But not every platform is the right fit. We cut through the clutter to identify and implement the correct solution for your business needs.
Every organization wants to capture that elusive and ever-evolving 360° view of its customers, constituents, members, stakeholders. Whatever you call them, they are the people you serve and depend on to grow your business. You need to know who they are and what is important to them. The right Association Management System (AMS) and/or Customer Relationship Management (CRM) tool can track that and so much more. In fact, we prefer the term XRM because your system should manage the relationships between all your interdependent variables. We can configure it to do exactly that.
In addition to tracking what’s important, a modern CRM or AMS can be the core of your enterprise platform. You can use it to develop and integrate apps, automate messaging, track KPIs, and power auditing and compliance. We wrote a whole blog on lesser-known uses for CRMs.
If your CRM is going to be at the center of all you do, selecting the right one is critical. Whether you are a business, nonprofit and/or association, we have a system for identifying and weighing your needs and matching them to the best tech solution. We also have powerful partnerships and over 30 years’ experience selecting, configuring and implementing enterprise platforms.
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We know your dirty little secret. You’re not using your CRM to its full potential. Maybe you’re not using it at all. Yes, that’s bad for business. No, you’re not alone. CRM usage statistics are a real mixed bag. 91% of companies with 10 employees or more have adopted a CRM. Yet, 22% of salespeople…
It’s a new year, and your business has new software needs. You’re a functional professional who knows how to get things done in this modern era, so you Google “build or buy software.” Here’s the problem: A lot has changed in enterprise tech over the last few years, so you’re going to run across outdated…
The fact is 93% of associations use membership management software, but is it meeting their needs? Or does it have so many manual processes, band-aids and add-ons that it looks like Frankenstein’s monster? Your Association Management System (AMS) is the lifeblood of your organization. How do you evaluate its ability to nourish and sustain all the different body parts?…
There are numerous tutorials for creating an OData API in .NET, but we’ll be focusing on how to ensure your OData API integrates with Dynamics with minimal headaches. The current dearth of VE documentation can be frustrating, so we did some homework to make your life easier. Here are our 4 main discoveries, shared to help you avoid shooting yourself in the foot.
If you were excited about the release of Virtual Entities as part of Microsoft Dynamics 365, you were probably equally puzzled about the limited documentation available. There is virtually (pun intended) no information on integrating Virtual Entities (VE) into a production environment. Many examples online don’t go beyond a “Hello World” integration using the Purdue course API. Fortunately, we have investigated Virtual Entities for a few of our clients and wanted to share our discoveries as to the limitations and benefits.
Over the years, sales has lost a lot of its control over the sales cycle, especially with the advent of internet, cloud, social, and mobile technologies — in both good and challenging ways. Now buyers are in far more control of their own “buying journey,” no longer hostage to a company’s sales processes. They are able to find pricing online. They can compare competitive products and services with ease. And they can see who else is using your product and read real-time reviews on sites like Gartner Peer Insights.
Nowadays, every company wants to service its customers more effectively. And customers expect no less from the companies with which they do business. They see one company, and they expect all employees to respond to them in a consistent, cohesive manner.
In keynotes and sessions at Microsoft Ignite 2018, many stories of organizations that are leveraging Dynamics 365 to fundamentally transform the organization to meet the changing expectations of customers were shared. These success stories are compelling, however it begs the question: “what’s the true return on investment (ROI) for an average Dynamics 365 deployment?” Thanks to an independent analysis from Nucleus Research, we can reveal the answer:
