Showing blog posts for: Client Services
As great as technology can be, there are times when it does not work the way we want it to. When this happens, it helps to have a place to turn for answers and assistance. For customers using Microsoft Dynamics products, CustomerSource is the place to go for help. But are you getting the most out of CustomerSource? Does your staff even know it exists? If not, it’s time to take advantage of this comprehensive customer network of information.Read More
Social networking is quicking gaining steam with for-profit companies as an effective way to build relationships and win business. But can the lessons learned be applied to nonprofit groups and associations?Read More
Online presentation showed latest features and upgrades of Dynamics GP 2010 and how they can help improve business operations.Read More
Customized tax solutions will help simplify your process.
Are you confused by sales tax calculations? Is your company spending too much time and money managing your sales tax processes? Finding the optimal tax solution is easy when you define your company’s needs.Read More
Improving your Finance team’s effectiveness means becoming a “Value Integrator” for your company.
A new IBM Global CFO study found a great divide among Finance teams in their abilities to execute strategy, integrate information, and manage risk and opportunity. To close this gap, Finance departments must make advances beyond software and technology--they must drive value and become the company’s “hub” of insight.Read More
This two-part post will focus on several challenges every organization faces with their CRM Data and the best practices we recommend to keep your data clean and healthy.
You rely on your CRM system to manage your key business data including Customer Contact Information, your company’s primary access to customers. Maintaining this information is key to maintaining customer relationships, and it’s often the hardest data to manage. In Part One, we outline steps you can take to avoid entering incomplete, inaccurate, and inconsistent (dirty) Contact Information in your system.Read More