August 12th, 2019 / Catherine / 0 comments
We are working with a number of companies in the midst of digital transformation, helping them to use CRM to build better and more consistent relationships with their customers. Digital transformation...
Read moreAugust 12th, 2019 / Catherine / 0 comments
We have been implementing CRM solutions for more than 20 years. We asked a few of our CRM specialists to share their best pieces of advice for creating and managing...
Read moreAugust 12th, 2019 / Catherine / 0 comments
Whether you’re a small business or a large-scale enterprise, there are lots of reasons to choose Microsoft Dynamics CRM, now re-named Microsoft Dynamics 365 for Customer Engagement (CE). Reason #1 -...
Read moreAugust 12th, 2019 / Catherine / 0 comments
All too often, CRM implementation gets de-railed because the scope of the project grows. This is hardly surprising, given the wealth of capability offered by a platform like Microsoft Dynamics...
Read moreJuly 16th, 2019 / Catherine / 0 comments
Want to know why Caltech makes the perfect Microsoft Dynamics CRM consultant? We are 100% focused on CRM – it’s what we live and breathe. We have been working with...
Read moreJuly 6th, 2019 / Catherine / 0 comments
Microsoft Dynamics CRM License options: there are 3 types – Hosted, Online or On-Premise. There are also 3 different license types for Microsoft CRM 2011 and 2013, and several for Microsoft...
Read moreJune 4th, 2019 / Catherine / 0 comments
So many organisations delay their CRM implementation because they fear the process will be difficult and disruptive. Unfortunately, CRM projects do have a high failure rate some 50% are thought...
Read moreJune 4th, 2019 / Catherine / 0 comments
It’s estimated that around half of CRM projects either fail completely or miss their objectives. Whether you are considering adopting CRM for the first time, or you wish to upgrade...
Read moreJanuary 23rd, 2019 / Catherine / 0 comments
Microsoft has provided release notes for the updates that will be rolled out from April 2019 for Microsoft Dynamics 365. There are hundreds of new features across all apps, Sales,...
Read moreJanuary 11th, 2019 / Catherine / 0 comments
The Case / Service management entity in Dynamics CRM and Dynamics 365 offers management of your customer service management, incidents or support tickets. It's a great way to manage your...
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