News

CRM

Items 1-12 of 67
News

Six Custom Reports for CRM

28 March 2023

Custom reports on CRM can save you time and give you easier access to necessary data. Find out more by reading our blog.

News

CRM for small business

13 March 2023

With a CRM for small business, you can get closer to your customers by turning conversations into conversions. Find out more in our blog.

News

CRM User Adoption – 6 ways to encourage it

7 February 2023

CRM user adoption is one of the most crucial aspects in successfully implementing a new CRM system. Find out how to get your team on board.

News

Best Practices for Data Integration

18 January 2023

Find out more about data integration best practices

Case Studies

3.5 hours per day saved on data processing for JMW Farms

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  • CRM
  • Manufacturing and Distribution
  • D365 CRM
News

Integrating Dynamics 365 CRM and Power BI 

3 October 2022

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News

Using Automated CRM workflows to improve your business 

20 September 2022

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News

CRM and AI – A match made in heaven 

18 August 2022

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News

Calculating Return on Investment of a Project

27 July 2022

Calculating Return on Investment of a project doesn't have to be a daunting process. Read our blog to find out more.

Case Studies

Sage 200 and Sage CRM makes Caffe Society 80% more efficient

Caffe Society implemented Sage 200 and Sage CRM that resulted in cutting year end processes and data entry times by 80%

  • ERP
  • CRM
  • Sage 200
News

How to create a robust CRM Strategy

1 July 2022

Creating a CRM strategy has two purposes. To enhance your Customer Relationships, and to provide a holistic plan for the entire company.

News

The value of Project Managers when implementing a new system

28 June 2022

When companies start to develop something new, there are always questions about the value and importance of a Project Manager.

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