Tag: Dynamics CRM

  • The impact of AI on financial forecasting and budgeting

    As traditional budgeting methods fall short, modern CFOs are pivoting towards advanced tools and technologies to stay competitive in a volatile and unpredictable landscape. In this article, we’ll explore the role of AI in budgeting and forecasting. Discover how AI tools equip financial planning & analysis (FP&A) teams with the critical insights needed to guide…

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  • How do you spell legacy systems?

    It is true that legacy systems still run the majority of the world’s largest companies. These applications might even appear or have the perception to be operating like a champion racehorse, but in fact they might be trudging along more like an old mule. The chances are you’re your company is using a legacy system…

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  • Why your CRM needs a separation from your ERP

    We all know what CRM and ERP applications are and what they do. There are plenty of examples out there of vendors who supply ERP systems with CRM as a module. The differences between a CRM and ERP fundamentally comes down to one managing and developing relationships and the other processing transactions. Having a CRM…

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  • The top three reasons why people lie

    I once read about a conversation a locksmith had with a home owner about the safety of the locks he was installing. The locksmith said there will always be that small percentage of the population that will break into your house no matter what locks you put on. On the flip side, there will always…

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  • 3 ways to improve your customer retention

    The cost of sales will always be higher selling to new customers compared with current customers. Research shows that it costs you up to six to seven times more to acquire a new customer. So why not make customer retention a focus in your organisation and make it the best it can possible be. One thing…

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  • 8 steps to achieving the next level of lead generation

    In a recent Lead Generation Strategy Survey, 59% of respondents said improving lead quality was the top objective for 2015. The same survey also determined that 66% of companies were more likely to rate their lead generation strategy as not successful. 8 Steps in meeting the lead generation challenge: Have well-defined goals. Many marketers start their lead generation campaigns with…

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  • 5 ways to improve and get the most out of your online advertising

    Paid search can be complicated, and it takes a lot of investment of time and money to get it right. So, here are some simple tips that might make a difference for you. 1 – Understand AdWords. It really pays to understand how paid search works. Even if you are using a search advertising consultant, you will want to learn…

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  • Is increasing your average sale a strategic goal?

    Does an increase in your average sale by 20% sound like a realistic goal?  With tough market conditions all year round, a goal like this can distance you from your competition.  However, while this is an aspirational goal for most companies, how realistic is this to your sales team? Sales find it difficult to do their job, reach…

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  • Why you need personalised customer relationships.

    Only a customer-centric strategy that combines technology and data can deliver sustainable opportunities for businesses to drive top-line growth through continuously more personalised data-driven marketing strategies. The largest marketing organizations in the world have concluded that enhancing customer relationships via multiple digital channels best supports sustainable growth and reliable retention. This focus on thoroughly understanding…

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  • What has Customer life value got to do with a crystal ball?

    Identifying buying patterns with your customers to predict future purchases can be a very useful thing. Companies are using purchase information collected within their CRM systems to help them market more effectively to their customers. By having a single view of all your customers within a CRM system that unifies data across all your systems…

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