Tag: CRM

Microsoft Dynamics 365 Sales is an advanced CRM that helps businesses stay on top of their sales processes. One of the best features within Dynamics 365 Sales is its relational tables, which can be utilized to manage and store your data efficiently. These tables are an incredible tool for your business to harness to enhance your use of your CRM. In this blog, we will cover the benefits of relational...

Logan Consulting has been selected for the Bob Scott’s VAR Stars for 2023! This is the 10th straight year Logan Consulting has been part of Bob Scott’s VAR Stars. We are thrilled to be a part of the 100 mid-market financial software businesses chosen for the award. Above all, the award emphasizes our continued commitment to our clients both over the past year, and over the 30 years we have...

Microsoft’s Marketing module allows you to foster a great relationship with your clients, while providing the best support to your sales team. You can utilize the module to leverage the data you know about your clients to make a more meaningful impact on your sales. Additionally, you can change how you interact with each of your clients to generate more leads and drive business. To learn more about the key...

Are you looking to build engagement with your clients to foster more business? Have you been searching for an easier and efficient way to reach specific clients? Consider Microsoft Dynamics 365 real time marketing, a cutting edge platform that will help your business grow and improve.  The real time marketing comes equipped with a variety of tools and features for your business to utilize. You have the ability to automate...

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=%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed]   Next Steps Logan Consulting is a proud partner of Microsoft. We are committed...

Acumatica is a popular cloud-based ERP, known for its excellent usability. In the video below, a Logan expert takes you through a step-by-step tutorial on creating a journal entry batch within Acumatica to stay on top of your accounting.  [embed]https://www.youtube.com/watch?time_continue=124&v=fFxPODOiic8&embeds_referring_euri=%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed] Next Steps Logan Consulting, a proud Acumatica partner, is committed to ensuring their clients get the most out of their ERPs. Contact us today to speak to an expert.   

Dynamics 365 CRM comes equipped with several helpful features for your business to advance your relationship with current clients and grow connections with new ones. Your business can utilize the CRM to track sales within your system, in order to maintain accuracy in your reporting. By creating a new activity entity within your records, your business can customize your CRM dashboard according to your needs. In the video below, a...

Microsoft just released Copilot, their AI generated assistant developed to help Microsoft users throughout their daily tasks. Copilot works both on its own, as its own app, or it is accessible with just a right click of your mouse. This allows you to utilize the AI to assist you within your daily tasks or interact with it directly as a chatbox. Microsoft Copilot is available now- in this blog we...

Dynamics 365 is a powerful tool for your business to boost its sales. Dynamics 365 allows you to build a stronger relationship with your customers and increase your sales. The solution has a variety of features that will help your company improve its relationship with current clients and make strong connections with new ones. In this blog, we will take you through using Dynamics to make the sales journey more...

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...