Microsoft Dynamics CRM

Salesforce vs. Microsoft Dynamics 365 CRM

CRM software selection is a critical first step in implementing a solution that dramatically improves your business; however, many businesses choose CRM solutions that lead to unclear intentions, confusion, lost time, and ill-defined goals and system criteria. Both Microsoft Dynamics 365 and Salesforce are robust CRM solutions; however, each solution has its pros and cons. In evaluating Microsoft Dynamics 365 and Salesforce, we will examine three core matchups: reporting, mobility, and affordability. Keep reading to find out which solution reigns supreme.

How to Master a Dynamics CRM Integration Project

How to Master a Dynamics CRM Integration Project If you haven’t already achieved it, complete software integration should be topping your business’ list of New Year’s resolutions. Imagine the possibilities you can achieve when you connect your CRM with ERP and get them working together in harmony; shop-floor data for your sales team to take …

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Improve CRM Software Strategy With These 5 Key Tips

  5 Unmissable Tips for Stellar CRM Software Strategy As the new year approaches, your team might be looking to take 2016 as an opportunity to overhaul your customer relationship management strategy, or to implement a whole new CRM system altogether (hopefully just not on New Years Day). With the advent of the cloud and …

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Best CRM: Salesforce vs Dynamics 2015 — Reporting

Determining the Best CRM for Your Business The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming, with every vendor promising the latest update and innovative new feature. How do you sort through all the marketing talk to really …

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Ultimate ERP Implementation Plan E-Book

Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the company’s future revenue growth, and the businesses that fail in this process often face difficult futures. …

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Dynamics CRM Implementation, Mapping, Epicor Integration

Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full Dynamics CRM implementation case study …

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Video: Steps for ERP System Selection

Steps for ERP System Selection Selecting the right ERP system for your business is critical. We often lovingly use the phrase, “the right tool, for the right job”. This may sound cliche, but it is exceedingly true with enterprise software. ERP system selection is different for every business. Your businesses BPM’s, quirks, and unique characteristics will …

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B2B CRM and ERP Trends Expected In 2015

B2B CRM and ERP Trends Customer Relationship Management (CRM) and Enterprise Resource Planning  (ERP) software is evolving faster than ever. Systems providers are creating new ways to meet the demands of new, prospective industries by leveraging additional services and capabilities further enhance popular out-of-the-box software. All of this is in the name of collecting and purposefully …

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Why Should I Integrate ERP and CRM?

Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.