Yearly Archives: 2018

Build a CRM strategy that will engage your customers

Building your CRM Strategy Your CRM strategy should always be an iterative process evolving and developing as your business and customers change.  If you are reading this article you are probably at the start of your CRM implementation journey and may be wondering where to start. This article is focused on this stage in your […]

What is Dynamics 365 for Marketing?

Dynamics 365 for Marketing is Microsoft’s new marketing automation tool aimed at organisations that need more than basic email marketing. Built on the same platform as Dynamics 365 for Sales, it is the natural option for customers to use to align their sales and marketing efforts. As with the other Dynamics business applications, this tool […]

CRMUG UK Birmingham – November 2018

Event: CRMUG UK Birmingham – 28 November 2018 Outline: This is a community event for Microsoft Dynamics 365 users in the local area Date: Wednesday 28th November, 6:30 – 9:00 pm Location: Wesleyan Assurance Society, Colmore Circus, Queensway, B4 6AR Enrolment : Details can be found here. Featured Products: Related Articles: CRMUG UK London – […]

CRMUG UK London – November 2018

Event: CRMUG UK London – November 2018 Outline: This is a networking and learning event for Microsoft Dynamics 365 users in the local area. Date: Wednesday 21st November Location: Microsoft Paddington, Enrolment : Details can be found here. Featured Products: Related Articles: CRMUG UK Birmingham – November 2018 Meeting CRMUG UK Meeting The next CRMUG […]

Single Customer View (SCV) Scenario

Why do I need a Single Customer View? Imagine this scenario without a Single Customer View: It’s 4pm on a beautiful Friday afternoon. You are in the office wrapping things up for the weekend. The sun is shining and everyone has gone to the beach to drink pina coladas and build sand castles. Suddenly… Your […]

Microsoft Dynamics 365 Licensing

Microsoft Dynamics 365 Licensing – October 2018 Updates Microsoft have released new licensing guidelines for Dynamics 365 in October 2018 including changes to: Team Member licenses Marketing app pricing Customer Service license offerings Portal allowance. All these changes will be in effect for new users of the affected apps from 1st October 2018. For some […]

What is Power BI? – An introduction to Power BI

What is Power BI? Microsoft’s Power BI is a cloud based self-service Business Intelligent (BI) solution. It provides  data analysis from a wide range of data sources.  It is user friendly and provides interactive data visualizations that means end users can create reports and dashboards without having to depend on technical staff. Power BI allows you […]

Announcing the QGate CRM Success Program

QGate CRM Success Program:  9 steps to a successful CRM project Please raise your hand if you’re panicking due to being tasked with implementing and deploying a new CRM (Customer Relationship Management) System into your organisation? When your boss opens up a discussion with “we’d like you to head up the new CRM implementation project” […]

What is CRM?

What is CRM? and  Why Does it matter? CRM… Get the message! What is CRM?  It stands for Customer Relationship Management and is an approach to enable effective communication with existing and potential customers. Traditionally… Messages communicated between sender and receiver can often be misdirected, uncaptured, lost, delayed or misinterpreted. Resulting in a failure to […]

Preparing for CRM – Requirements (Part 5 of 5)

Preparing for CRM – Requirements Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements. Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information […]