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Top 5 Reasons To Combine Dynamics CRM with Office 365

Office 365 offers Sales professionals the productivity tools they need to succeed: Microsoft Outlook, Word, Excel, OneNote, PowerPoint, SharePoint, Skype for Business, and Yammer. When you combine Microsoft Dynamics CRM with Office 365, you immediately boost your sales team’s ability to engage customers and close more sales. Here are the top 5 reasons to combine Dynamics CRM with Office 365: (more…)

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Frustrated with Goldmine CRM? Switch to Dynamics CRM

Are you trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then it’s time to invest in a CRM system that provides you with more than a contact database.

Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web page visits, presence on social media, and industry trends. You even get access to market intelligence with contact information for 30 million business decision makers around the globe. (more…)

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Data Migration and Integration Deserve Respect | Part 1

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Remember data is one of the most important assets any company has, it’s vital to understand the needs of the client and the role a consultant plays.  (more…)

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Microsoft Dynamics CRM Tips for Sales Professionals – 2 Quick Follow Up Email Strategies

This blog is another in my series of Microsoft Dynamics CRM tips for sales professionals. We’ll look at a common sales scenario and how to manage it in CRM. You just met someone for the first time, or you’ve just hung up the phone. You want to send a quick follow up email with your contact information or additional information regarding the product or service this person has an interest in. We’ll look at 2 quick follow up email strategies in Microsoft Dynamics CRM. First we’ll look a standard CRM Template you can send. Secondly, we’ll use a Quick Send Template from ClickDimensions. ClickDimensions is a great marketing automation tool that integrates fully with Microsoft Dynamics CRM. (more…)

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The 5 Most Exciting New Features in Microsoft Dynamics CRM 2016

We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to our webinar invitation list. We’ll help keep you up to date with all the new functionality. (more…)

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How to Create Routing Sets and Routing Rules in Microsoft Dynamics CRM

Routing rules are an valuable addition to the recent updates of Microsoft Dynamics CRM. Routing rules are available in both 2015 and 2016 versions of Microsoft Dynamics CRM. Here are xRM³, we’ve been using Microsoft Dynamics CRM routing rules for a while. We also have several clients who are now enjoying the ease of use offered with this functionality. Here are instructions on how to create Routing Sets and Routing Rules in Microsoft Dynamics CRM. (more…)

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Improve Behavior of the Date Field in Microsoft Dynamics CRM

When was the last time you had a “behavior” problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the “behavior” modifier for date fields, things could get a little confusing and problematic in certain situations. Let’s look at how to improve behavior of the date field in Microsoft Dynamics CRM. (more…)

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Does Your CRM Data Resemble the Walking Dead?


You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN’T ESCAPE ZOMBIE DATA!!!

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