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Ally Jameson

4 Posts
29 Views
Dynamics 365 Customer Engagement

Improve CRM Adoption by Asking Why

Why is the sky blue? Why is water wet? Why do I have to go to school? A study by The Telegraph shows that 4 year old girls…

📅 20 December 2018 👁 6 views
Dynamics 365 Customer Engagement

CRM Failure: The Tortoise and the Hare

Last month I was sitting in on a meeting with the COO of a prospect that we had presented to about a year ago regarding a CRM project. …

📅 14 December 2018 👁 5 views
Dynamics 365 Customer Engagement

Dynamics 365 View: Accounts with No Activities for 30 Days

An often requested Dynamics 365 feature is to have a view of “past due” accounts, contacts, leads, or cases.  By “past due” I mean records that have had…

📅 17 September 2018 👁 6 views
Dynamics 365 Customer Engagement

3 Case Studies in Customer Service

CRM software touts its ability to manage 3 areas of your business: Sales, Marketing, and Customer Service. My experience has been that most companies implement a CRM solution…

📅 22 June 2018 👁 12 views