Category Archives: Company Blog

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 […]

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, […]

4 steps for a successful CRM deployment

  Read our article on what you need to consider for a successful CRM deployment and project. You’ve been given a shiny new CRM system to deliver throughout your company… CRM deployment – where do you start? For some people this is a dream come true, for others it’s a nightmare. And the stats don’t […]

2018 Gartner Magic Quadrant BI

QGate offers leading BI solutions according to Gartner’s Magic Quadrant The 2018 Gartner Magic Quadrant BI and Analytics Platforms is now published. The two Business Intelligence solutions that QGate offers are in the Leaders section: Microsoft Power BI Qlik Source: Gartner (February 2018) Gartner’s Magic Quadrant report is an ideal way to know what the market looks like […]

Are you ready for CRM?

Implementing a CRM solution  often requires an exercise in examining (and challenging) how you currently work, the systems that support that work, and the expectations of your clients or business partners. Are you ready for CRM? How do you get ready for CRM? QGate specialises in implementing Enterprise-class CRM solutions that work and they do […]