What makes a CRM software truly valuable is not the ability to track every movement your membership base makes, but the amount of critical data that you are able to collect once the system is properly adopted. The newest versions of Microsoft Dynamics 365 for Sales are furthering the ability for automation, tracking of member activity, and success rates with simple data entry. This means that instead of using your CRM strategy to track your membership engagement, your association’s strategy should refocus to look at the big picture that Dynamics 365 can provide. The question becomes, what data should you really use your CRM system to focus on and track?
The annual Dynamic Communities Summit will be held this year from October 10th – 13th in Nashville, TN. With thousands of attendees, the three-day Summit is the premier user-focused conference for Microsoft Dynamics GP, NAV, AX, SL, CRM, and the new Dynamics 365 platforms...
Microsoft continues to impress or score points with industry analyst
Microsoft has invested heavily in cloud-based solutions and the results are paying off. Forrester has released a new report that details Microsoft's ascent to the coveted "Strong Leader/Strong Strategies" (the holly grail!) quadrant for Sales Force Automation. Microsoft's Dynamics 365 for Sales and Marketing, along with Office 365 and Dynamics 365 for Finance and Operations, make for a powerful technology foundation for any business...
Today at Inspire, Satya Nadella unveiled Microsoft 365, which brings together Office 365, Windows 10 and Enterprise Mobility + Security, delivering a complete, intelligent and secure solution to empower employees. It represents a fundamental shift in how we will design, build and go to market to address our customers’ needs for a modern workplace.
Solver, Inc., the global leader in Corporate Performance Management (CPM) for mid-market ERP systems, announced that its next-generation cloud CPM suite, BI360 Cloud, built on and for Microsoft Azure, is now available
Associations and member-based organizations rely on their members to help drive their drive their organizational goals forward.
For this reason, nurturing member relationships is critical to the overall success of an organization.
One challenge many associations face when it comes to membership engagement is building a strategy that connects with their mission and can be executed with limited resources they have.
CRM can help member-based associations, nonprofits, and other organizations leverage insights and automation to form stronger connections with their constituents.
But for these organization, implementing a new CRM is a big decision and with a big budget on the line.
As the person responsible for directing the implementation, you want to not only choose the right solution, you want to choose the right partner to help you implement the CRM solution.
When we bring up the option of exploring a Customer Relationship Management (CRM) solution, association executives often ask the same question: "Aren’t an AMS and a CRM basically the same thing?" The answer is no...AMS systems aren't enough anymore. The average Association Management System struggles to keep pace with the demands of today’s association world, a more connected and digital world.
That’s where Microsoft Dynamics 365 comes into play.
Choosing a Microsoft Dynamics partner to implement your Microsoft CRM solution is a big decision. You want to choose a partner that you like, that is qualified and experienced, and will lead you to project implementation success.
You might think of Power BI as a solution designed for upper management and executives to gain deeper insight and intelligence. And it certainly is. But, it’s also a pretty amazing tool for salespeople, too. You just don’t hear about that as often so we wanted to highlight a few reasons both sales managers and sales professionals can use Power BI to do their jobs better, faster and smarter.
The search for membership management software can be a daunting one. With so many options available to use, how do you know you’re picking the right solution for your organization?