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Jim Townsend

165 Posts
49,233 Views
Dynamics 365 Customer Engagement

6 Top Web Portal Scenarios

  Top Portal Types Businesses, schools, governments and nonprofits use web portals in many ways.  The Portal Connector has identified 6 of the most popular scenarios that require…

📅 25 April 2022 👁 382 views
Dynamics 365 Customer Engagement

Essential Guide to Nonprofit Accounting Software

Although the most popular accounting software products, from QuickBooks to SAP, handle the needs of businesses in many industries, nonprofits have a business model and therefore accounting standards that are…

📅 13 April 2022 👁 280 views
Dynamics 365 Customer Engagement

Microsoft Cloud for Healthcare

The Microsoft Cloud for Healthcare is one of Microsoft’s cloud offerings geared toward a particular industry.  The creation of industry-specific cloud offerings allows Microsoft and its product and implementation…

📅 13 April 2022 👁 331 views
Dynamics 365 Customer Engagement

Software Review Sites

If you have searched for software lately, you may have noticed that the first page of Google is full of listings not from the software companies themselves but…

📅 31 March 2022 👁 307 views
Dynamics 365 Customer Engagement

Your CRM Cannot Be More Successful than its User Adoption

For sales force automation, the best customer relationship management system is the one that makes users successful.  For that to happen, users must adopt the CRM.  It doesn’t…

📅 25 March 2022 👁 127 views
Dynamics 365 Customer Engagement

CRM Concepts: One Opportunity or Many?

If you track your sales in a customer relationship system (CRM) such as Salesforce or Microsoft Dynamics 365, the most important thing to track are arguably sales opportunities.…

📅 28 February 2022 👁 355 views
Dynamics 365 Customer Engagement

Agile Marketing: Software Tools

With the ascendance of digital marketing, managing marketing initiatives has become more and more like managing software products, making Agile techniques attractive for your marketing department as well…

📅 31 January 2022 👁 237 views
Dynamics 365 Customer Engagement

Keep It Simple in CRM: Five Reasons Why

Simplicity is one of the keys to successful sales force automation.  This is one of the lessons of implementing customer relationship management (CRM) that is good that I…

📅 26 January 2022 👁 201 views
Dynamics 365 Customer Engagement

Common Finance System for Dioceses and Archdioceses

The Roman Catholic Church is organized into dioceses around the world.  Dioceses ruled by an archbishop are commonly referred to as archdioceses. In the Washington, DC area, there…

📅 22 December 2021 👁 470 views