Insights

Case Studies

Why Did a Financial Services Firm Replace Salesforce.com with Microsoft Dynamics CRM? Here are 7 Good Reasons

Research Affiliates partners with the world’s leading financial institutions—which offer ETFs, mutual funds, and separately mingled and comingled accounts—to deliver solutions in indexing and asset allocation strategies. This dynamic organization is a global leader because of its innovative approach and…

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Best Practices

CRM Governance Part 6: The 7 Ongoing Benefits of a CRM Center of Excellence

Does your organization have multiple lines of business deploying applications on a CRM platform? If so, a solid strategy for managing them while keeping an eye on efficiency is a must. In this 6-part series, we discuss CRM implementations and…

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Newsletters

July 2016 Newsletter

What’s all the buzz about Power BI? The ways it can help you improve your reporting and dashboard capabilities are pretty exciting. Among many other features, PowerBI allows you to use an Excel PivotTable as a Power BI dataset and…

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Best Practices, Blog Article

CRM Governance Part 5: Using a Center of Excellence to Coordinate Projects and Keep Them on Track

If you use CRM as a platform for deploying applications across many lines of business, you need to be organized. It is critical to have a strategy that will help you manage all these initiatives while taking advantage of every…

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Best Practices

3 Reasons to Start Using New Microsoft Dynamics CRM 2016 Document Templates

For many organizations, maintaining consistent and well formatted documents are a challenge—from company logos to headers and footers as well as general content of documents like contracts, quotes, proposals and related content.  It’s often a standard practice to make a…

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