Category Archives: CRM

All articles relating to CRM and CRM systems and technology.

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10 Top Tips for Good Data Quality

All businesses have data quality, the goal is to have good data quality.  Below is a list of the top tips we believe can help you reach that goal. Data Entry Standards Having an agreed set of guidelines, for adding data into a CRM system and/or other business systems, is a key starting place for […]

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Data Entry Standards – Guidelines and Examples

Introduction If you are planning to implement a CRM system this is the perfect time to look at data entry standards!  The success of the CRM system will be greatly enhanced by considering how your business is best served by its customer data.  Ideally you carry out this review before the data is loaded and […]

10 Reasons Why Duplicate Data is Harming Your Business

Why you Should Make Duplicate Data Top of your Agenda.   The issue of duplicate data may not be high on your agenda especially when it is seen by senior management as a timely and idle investment. However, from our experience of working with data and helping our customers to reduce duplicates we would strongly […]

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eXtreme365 Lisbon – March 2017

  Event: eXtreme365 Lisbon Outline: Where the Microsoft Dynamics 365 (CRM) community comes together to forge relationships, gain real-world knowledge and dive deep into current and future technologies Date: 13-17 March 2017 Location: Lisbon, Portugal Enrolment: Register here.  Meet QGate: Booth #10ISV Showcase: Duplicate data in Dynamics 365? Problem Solved! Wednesday 15 March at 11:30 Welcome […]

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Paribus Interactive declares war on CRM data duplication

Press Release This cloud based solution empowers all Microsoft Dynamics 365 users to prevent the creation of duplicate data, while improving their experience and efficiency Fareham, UK, 18th of January 2017 – QGate, experts in delivering software solutions for Customer Relationship Management (CRM), today announced the launch of Paribus Interactive. The solution, a powerful ally […]

CRMUG UK – Midlands here we go!

Event: CRMUG UK February 2017 – Birmingham and Reading Outline: Attend this in-person learning and networking opportunity with Microsoft Dynamics 365 (CRM) users in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company’s investment. Date: Birmingham: Wednesday, 1 Feb 2017 — Reading: Tuesday, 7 Feb […]

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New Product Launch – CRM for Sales Quick Start Solution

Empower your Sales Team We’re pleased to announce the launch of QGate’s Quick Start Solution based on Microsoft Dynamics 365. Whether you are a small sales team looking for affordable CRM, or a larger one in need of a proof of concept, this could be the ideal solution for you. Minimise risk, start small, and […]

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New Release – intelli-CTi for Microsoft Dynamics CRM/Dynamics 365

intelli-CTi v. 1.7.0 compatible with Microsoft Dynamics 365 We’re pleased to announce that a new release of intelli-CTi for Microsoft Dynamics CRM is now available. This latest version (v. 1.7.0) was made available this week, to provide compatibility with two recent significant developments from Microsoft: Changes to the underlying authentication support to CRM Dynamics 365 We […]

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CRMUG UK Reading – 23 November

Event: CRMUG UK November 2016 – Reading Outline: Attend this in-person learning and networking opportunity with Microsoft Dynamics CRM users in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company’s investment. Date: Wednesday, 23 November, 2016 Location: Building 3 Microsoft Campus Thames Valley Park […]