Yearly Archives: 2018

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 mis-directed, uncaptured, lost, delayed or mis-interpreted. 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 […]

Preparing for CRM: Priorities (Part 4 of 5)

Preparing for CRM – Priorities Microsoft Dynamics 365 is one of the most customisable products of its kind on the market. This is both a gift and a curse.  As you run through your processes you’ll find brilliant new ways of working faster and smarter.  Fantastic – but this can start to increase the scope […]

Dynamics 365 for Sales – What Can You Do With It?

What is Dynamics 365 for Sales? Dynamics 365 for Sales is intended to help boost your sales by guiding salespeople through the journey of prospect to established customer, and marketers to create lead generation campaigns and monitor where leads are coming from. Unify your sales team, provide insights to your managers, and keep on track […]

Preparing for CRM: Processes (Part 1 of 5)

Preparing for CRM This series of blog articles will take you through the steps required to prepare for your new CRM system.  They will be published weekly and link from this article, so bookmark this page to easily find the full series.  Part 2 can be found here:  Preparing for CRM:  Data. Pre-Planning your CRM […]

CRMUG UK London – July 2018

Event: CRMUG UK London – July 2018 Outline: Learning and networking opportunity for Microsoft Dynamics 365 users in the London area. Get the most out of Dynamics 365. Date: Wednesday, 4 July 2018 Location: Microsoft UK Paddington Office 2 Kingdom Street Paddington London, W2 6BD Enrolment : Register here  QGate’s sessions What is a Lead, […]

How does Power BI Licensing work?

Power BI Licensing So you want to start using Power BI –  here is a short article to help you understand the Power BI licensing and what licence you may need. Desktop Version – Free This Power BI Licence is Ideal to get started on building dashboards for personal use. You can explore your data […]