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We are pleased to present below all posts tagged with 'Quotes'. If you still can't find what you are looking for, try using the search box.
This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.
Are your customer care or inside sales reps straddling CRM (customer relationship management) and ERP (enterprise resource planning, or accounting) systems in order to get their jobs done? Is it slowing them down? Are they missing opportunities to collaborate with your field sales reps because they don't have enough time to keep things updated in CRM? Are your outside sales reps asking for more information about order history to be visible in CRM?
This is the fourth in a series of articles discussing the CRM upgrades available to organizations who are on CRM 2011, and are considering the leap to 2015. This entry takes a look at the new functionality specific to the sales, service (aka customer care, inside sales, customer support) and marketing. All three of these functional areas received upgrades in both CRM 2013 and again in CRM 2015. That's a lot to cover - let's dive in!
We've had to do research into quoting tools for a number of clients and prospects recently. Unfortunately, there doesn't seem to be a single site that has done a good job of listing out the options for Microsoft Dynamics CRM 4.0 when it comes to tools that assist with quoting, bundling, kitting and/or configurating. Here are some quick results from our research that I hope you will find helpful.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.