Tag: CRM partner Chicago

If you are interested in either an ERP or CRM solution, check out the video below for an explanation of Microsoft Dynamics 365 and its features. In the quick video, a Logan expert gives a comprehensive overview of Dynamics 365, what it entails, and what it can do for your business. Check it out here: [embed]https://www.youtube.com/watch?time_continue=21&v=I8CzLUTa9l4&embeds_referring_euri=https%3A%2F%2Fwww.loganconsulting.com%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed]   Next Steps Logan Consulting is a proud partner of Microsoft. We are committed...

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related...

Microsoft Dynamics recently introduced Viva Sales, an AI- assisted application that transforms the way you interact with your CRM. Each time you interact with a client on Office 365 and Teams, your engagement is captured and updated in customer profiles. Through Viva Sales, your business can improve both your relationships with your clients and your sales capabilities. In this blog, we will discuss how Viva Sales can improve your sales...

Microsoft’s Field Service mobile app in Dynamics CRM is an excellent tool for enhancing your customer’s experience. The application seamlessly connects your office and frontline workers, allowing for more communication and effective customer service. In this blog, we will discuss how your business can harness the power of the mobile app through the use of its various features.  Camera Capture  The Camera Capture function allows a field service technician to...

Communication in the workplace is crucial for professional success and can improve an employee’s work experience.  Good communication can make people feel valued and appreciated in order to help build a good working relationship, while also keeping everyone well-informed. In order to run a successful business, understanding what makes your customers and coworkers tick is critical, and these relationships cannot thrive without effective communication. While Customer Relationship Management (CRM) software...

Acumatica’s Warehouse Management System (WMS) software provides comprehensive inventory management features that enable businesses to optimize their warehouse operations, increase efficiency, and reduce costs. One of the key features of Acumatica’s WMS is inventory visibility, which allows businesses to track inventory levels and movements in real-time. Inventory visibility is the ability to see and manage inventory levels across all warehouse locations and channels. Acumatica’s WMS software provides real-time inventory visibility...

Dynamics 365 Field Service is a powerful platform that enables businesses to manage their field service operations more efficiently. One of the key components of Dynamics 365 Field Service is its mobile app, which provides a range of benefits to both field technicians and their managers. In this post, we'll discuss some of the key benefits of Dynamics 365 Field Service's mobile app that can take your business to the...

Microsoft has recently announced its 2023 release wave 1. The new version includes a host of new features and improvements for Dynamics 365. This update is aimed to help businesses streamline their operations and improve customer engagement. This can make it easier for organizations to scale and grow. In this blog post, there's an overview of the key highlights of Microsoft's 2023 release wave 1 for Dynamics 365. New Sales...

The global pandemic has forced the corporate world to restructure how it functions on a daily basis. Companies have discovered that working remotely is a possible, sustainable option, and more employees are opting for this method of working. This is made possible by the connectivity of coworkers through the internet via virtual conversations. More specifically, Microsoft Teams has become a popular method of communication for businesses and their clients.  The...

Thorough, data-driven marketing is at the heart of any successful company, and having the software capabilities to target the right audience and create a personalized customer journey and experience is crucial for any marketing efforts. Microsoft Dynamics 365 comes equipped with a marketing module that allows you to do all of that and more. In this video, a Logan consultant reviews and shows some of the key components within the...