Tag: CRM partner Chicago

In such a competitive market, the key factor to a company’s success is the ability to provide personalized services to its customers and form a connection with them. This should be at the forefront of every insurance company’s mind but is often overshadowed by the need to manage and store client and broker data as well as policies, claims, and more. Luckily, Dynamics 365 is a CRM solution designed to...

When you’re running a business, one of the most important things is being able to conduct everything efficiently in order to focus on key business components rather than wasting time on tedious tasks. Dynamics 365 understands this need for optimizing time and resources and has designed the CRM software to allow you to quickly assign and reassign accounts to new users in the system. Watch the short video below to...

Microsoft Dynamics 365 is a great CRM solution that makes improving and strengthening your relationships with your customers simple and effective because it is a multidimensional platform designed to increase profitability and opportunity. Tracking and maintaining customer relationships and sales leads is at the heart of Dynamics 365 CRM. Because of this, Dynamics 365 CRM has a customer journey feature in the system that helps you create and track the...

Logan Consulting has been named to the Bob Scott’s Top 100 VARs for 2021. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) and accounting software. “We want to congratulate this year's class of Bob Scott's Top 100 VARs,” said Bob Scott, executive editor of ERP Global Insights (formerly known as Bob Scott’s Insights). “This...

Reaching out to potential and existing customers requires new methods to interact and create leads and opportunities. With the Microsoft Marketing Module, users can leverage data to easily target the right audience, generate new leads, and create a customer journey to nurture these leads. Additionally, sales teams can gain access to sales and marketing opportunities. In this video, a Logan Consulting expert will explore several key components of the Microsoft...

Microsoft Marketing is a breakthrough product with modern, future-proof features. If you are not currently using a marketing platform or perhaps would like to make a switch to a system that has advanced features and works with your current Dynamics platform, the Microsoft Marketing module is a worthwhile option. One of Microsoft Marketing’s most powerful features is its ability to create dynamic segments of customers that go far beyond the...

In light of the COVID-19 pandemic, staying connected with customers is more critical than ever. The good news is, Microsoft Dynamics 365 Customer Voice provides a simple and efficient way to get feedback on your operations and services. Microsoft released Customer Voice several years ago, and the software evolved into Microsoft Forms, an application that provided a simpler method to provide Surveys and questionnaires to Clients, Prospects, Vendors, and internal...

There are many moving parts to implementing a new CRM software, like Microsoft Dynamics 365 Customer Engagement (CRM), that could end up causing your organization problems later down the road. It is crucial that you choose the right partner, like Logan Consulting, to guide you in your implementation process. Staying on budget, as well as planning and scoping your project are essential for success. Read on for three ways that...

Microsoft has released a new pricing model for their Dynamics 365 Customer Engagement Plan Licenses and like many Microsoft Dynamics pricing changes, it gets a little confusing. Logan Consulting, a Microsoft Dynamics 365 Partner of Chicago, can certainly provide follow up articles and information about the pricing, but here's what we can share with you today. A La Carte Model Microsoft is now moving from a plan model to an a...

Logan Consulting helped implement Microsoft Dynamics CRM as well as Microsoft Dynamics GP for one of the largest suppliers of radiographic systems. See the infographic below to see how Microsoft Dynamics GP and Microsoft Dynamics CRM helped this organization reach its full potential.   This radiographic supplier is now able to work efficiently and independently with ERP Systems that will grow with them as their organization grows. Are you considering...