CRM versus Document Management

Introduction CRM There are probably hundreds of different customer relationship management (CRM) offerings on the market. 99.9% of them cloud based. There are 100s...
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How can Microsoft Syntex help my business become more efficient?

Microsoft Syntex is a part of Microsoft 365 and SharePoint, designed to help organisations automate content processing. It focuses on using machine learning and...
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Why chose a Microsoft 365 hosted CRM service

Introduction Although Microsoft 365 is by now used by a large proportion of organisations around the globe, most will only use the core features...
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What is Microsoft 365

Overview Microsoft 365, formerly known as Office 365, is a comprehensive suite of cloud-based productivity and collaboration tools developed by Microsoft. For most adopters,...
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Why Storing Everything in Microsoft Teams is Not Always the Best Option

When it comes to collaboration and document management, Microsoft Teams has become the go-to platform for many organisations. It’s included in most Microsoft 365...
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Using Microsoft Office 365? You Have the Ingredients of a CRM

Search for an official Microsoft answer and you’ll quickly be pointed to Dynamics 365 CRM or the ‘build it yourself’ Power Platform. What about...
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Managing Customers with a CRM Solution

Customer Relationship Management, or short CRM, has been around for as long as businesses have had to manage customers. According to Wikipedia the formal...
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First User Free

When first installing SharePortals it can be a little confusing that there is no initial cost at all, yet the person installing the product...
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4 email best practices used by sales professionals to increase conversion

Email strategy to help boost sales and engagement Some sales people often don’t follow up on their introductions and pitches. This is a serious...
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Getting more from CRM by leveraging Office 365 built in technologies

CRM is a great tool to have, but could it be better? As part of the fundamental purpose of creating and maintaining records, CRM...
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