Our Latest Insights

We'd like to share our knowledge and experiences with you. We hope you find some useful nuggets of CRM related wisdom here. Feel free to share with others.

Our Latest Insights2019-10-15T07:08:19+00:00

Relying on ‘spreadsheets and miracles’? Why excel is not a CRM.

When you’re first starting out, it makes sense to use the tools you have at your disposal. But there comes a time in every business when you have to bite the bullet and get the right tool for the job. Excel is one of those go-to applications that are often used to do jobs it [...]

August 23rd, 2019|Categories: insights|Tags: , |

Outlook and Dynamics CRM – Perfect, productive partners

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.  Being able to keep a history of customer communications including emails and appointments is a basic requirement of anyone looking for a CRM, but it’s difficult for other platforms to achieve elegantly and seamlessly. It makes [...]

May 16th, 2019|Categories: insights|Tags: , , |

Five signs that your business needs a CRM

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time? Too often, we’re happy to invest in hiring another person - after all business is booming – but baulk at the cost of systems and processes [...]

January 30th, 2018|Categories: insights|Tags: , |

Dynamics 365 vs Salesforce – Which is best?

Dynamics 365 vs Salesforce - Which is best? Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce? And here’s what we have to [...]

May 24th, 2017|Categories: insights|

“Just shut-up and do it” and other phrases you’ll need when you have a CRM

"Just shut-up and do it" and other phrases you'll need when you have a CRM You won’t read this in any change management text book. It’s not taught in MBA courses. It’s a little irreverent, but it’s a healthy dose of the truth. I’ve written other articles about the importance of gaining buy-in from users [...]

March 3rd, 2017|Categories: insights|Tags: |

What’s this Dynamics 365? And where did Dynamics CRM go?

What's this Dynamics 365? And where did Dynamics CRM go? You may have heard about the launch of Dynamics 365 by Microsoft and wondered what this means for you as a Dynamics CRM user or prospective buyer. If you’re a current CRM user, you will have noticed your CRM icon changed suddenly overnight without warning [...]

December 20th, 2016|Categories: insights|Tags: , |