September 24th, 2019 / Catherine / 0 comments
In the second article in our series on Caltech CRM people, here we introduce you to Tom Hau who works as a CRM Support Technician. Tell us about your role at...
Read moreSeptember 13th, 2019 / admin / 0 comments
Catherine Carlyle is Managing Director at Caltech CRM and is this year celebrating her 10th anniversary with us. Here we tell you a bit more about Catherine and find out...
Read moreSeptember 13th, 2019 / Catherine / 0 comments
We offer two Dynamics 365 demo options which enable you to assess the potential value of different applications. These demos can be helpful if you are assessing whether to adopt...
Read moreSeptember 13th, 2019 / Catherine / 0 comments
Whether you are new to Dynamics 365 or have been using it for a while, our tailored CRM training sessions on sales/customer service apps can help ensure your teams get...
Read moreAugust 14th, 2019 / Catherine / 0 comments
The option to purchase a Dynamics 365 CE Plan has been available since October 2016 and was a more affordable way to access all Dynamics 365 entities and additional applications. From...
Read moreAugust 13th, 2019 / Catherine / 0 comments
Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities, these could be Accounts, Contacts, Quotes, and Cases etc. From any entity you...
Read moreAugust 12th, 2019 / Catherine / 0 comments
Placing CRM technology at the heart of your organisation can help you win more profitable customers whilst serving existing customers better. Working with Caltech’s CRM specialists, we can help you...
Read moreAugust 12th, 2019 / Catherine / 0 comments
Every microsoft crm system has to have a compelling business case. Why are you undertaking a microsoft crm project? What do you want to achieve? How will you measure ROI? Tip...
Read moreAugust 12th, 2019 / Catherine / 0 comments
The data migration process which is so important to the success of your new CRM solution can be a real headache. It’s important to understand how to do it properly to...
Read moreAugust 12th, 2019 / Catherine / 0 comments
Our CRM specialists work with many organisations on an ongoing basis, helping them get the best out of Microsoft Dynamics 365. We aim to build long-term partnerships with all our customers...
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