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Your CRM has the potential to be one of your company’s most valuable assets. But only if it was designed with the user in mind. By following certain best practices, CRM administrators/developers can improve user experience, growing user satisfaction, confidence and productivity and consequently...
2017-09-05 12.04 Beauty is in the eye of the beholder user_ A practical guide to user interface design in Microsoft Dynamics 365.mp4
CRM has grown to a $20 billion business, but attaining maximum customer satisfaction with the solution remains elusive. Recent evidence shows that the speed of CRM deployments is often given priority over usability and value to users, causing adoption to suffer after the sizzle of the ...
2015-04-02_TribridgePartnerShowcase.wmv
Electronic signatures have become commonplace in many highly regulated industries, but surprisingly, many organizations are not yet using e-signatures on everyday customer and vendor agreements such as non-disclosures, purchase orders, contracts, and statements of work. An e-signature...
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In this CRMUG Partner Showcase, you will learn about new CRM add-on innovation and low-cost vended CRM customization services available through Management Technology Consulting (MTC). These include customizable CRM Views and sub-grids, colorful interactive calendaring, e-marketing contact data...
2014-12-11_PSMTC.wmv
This webinar shows you how a CPQ solution can help guide users through a structured process for quickly and accurately creating complex quotes or orders. This is critical in environments where each customer order is unique and may include extensive calculations, previously handled manually with...
2014-08-19_PSExperlogixCPQ.wmv