Dynamics 365 for Sales is a system that supports us – sales people in achieving our goals. It allows us to manage our day-to-day work, monitor our leads and sales opportunities and prepare quotes andRead more
Month: May 2017
Jak przygotować się do wdrożenia – 7 pytań, na które warto sobie odpowiedzieć
Success of system implementation depends on us and the supplier. The better we are prepared for the implementation, the lesser the chance of surprises and lower the probability of failure. This time we will coverRead more
Queuing Cases
New case is never something unexpected. We get customers’ requests from everywhere: Call Center, store, website, via emails. They may concern different products. What can we do to improve case management? Who will be responsibleRead more
Service Level Agreement – how can CRM help you be on time
Customer’s experience with our company does not end when the purchase is completed. It is quite often a prelude to our joint adventure based on the implementation of the service, after-sales customer service or subsequentRead more
Security roles – why some see more than others
It is quite often that we want to limit access to data in the system for some users. Definitely not everyone in our company should see information about the candidates who sent us their CV,Read more
