blog Archives - Page 3 of 17

BETTER, FASTER, MORE AGILE. WE MAKE IT EASY TO SWITCH TO CALTECH CRM
October 7th, 2019 / Catherine / 0 comments

If you’re not getting everything you need from your relationship with your current CRM provider and are ready to make the switch, employing Caltech CRM as your CRM consultants of...

WHAT CAN YOU DO WITH DYNAMICS 365 UNIFIED INTERFACE?
October 7th, 2019 / Catherine / 0 comments

Microsoft began depracation of the Dynamics 365 web client interface last month. By 1st October 2020, it will no longer be available, so all customers will need to migrate to...

INTRODUCING CRM SUPPORT TECHNICIAN – TOM HAU
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...

INTRODUCING OUR MD, CATHERINE CARLYLE
September 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...

DYNAMICS 365 DEMO OPTIONS FOR SALES & CUSTOMER SERVICE
September 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...

CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS
September 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...

DYNAMICS 365 CE PLANS CLOSING
August 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...

HOW TO CREATE CONNECTIONS AND CONNECTIONS ROLES IN DYNAMICS 365
August 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...

GAINING MAXIMUM BENEFIT FROM YOUR INVESTMENT IN CRM
August 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...

TIPS ON BUILDING A MICROSOFT CRM BUSINESS CASE
August 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...