Tag Archives: 365/CRM
2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution
Microsoft Dynamics 365 is a complete ERP (Enterprise Resource Planning) /CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours.
Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that you never use? Having more technology than they need can be frustrating for users.
Option 1: Consider a more personalized system
One option for smaller, less complicated businesses is to switch to , an affordable custom-built CRM solution. P2 can even work with you to transfer your Dynamics 365 licensing costs so you can stick to your budget. We ask questions, we listen, we learn about your requirements, and then we will build a system that automates your key business processes. We won’t complicate your system with bells and whistles you’ll never use. We’re all about giving you just what you need – nothing more, nothing less.
Another option is to stay with your Microsoft Dynamics 365/CRM solution, but adjust it to accommodate the specific needs of your business.
Option 2: Consider a Microsoft Dynamics 365 makeover
There are reasons you may choose to stick with your Microsoft Dynamics 365 solution. You’ve invested in the system. Perhaps it is mandated “from above,” or your company has an “all Microsoft” policy. Or maybe changing your CRM system, after a long and often painful evaluation, implementation, and extensive training, would not even be considered by the rest of your team. In that case, a makeover would be a viable solution.
Before we change anything, we’d want to review your business processes and the way you’re using your Dynamics system. Sometimes less is more, and you may find that you prefer to bypass unused tools and work with a streamlined version that does just what you want it to do.
For instance, if you are not in a business that gives quotes, you don’t need a quoting bar. If you don’t do follow-up calls, you won’t need that bar either. A customized “quick links” pane can provide access to what’s most important to each individual or team.
You might wonder if you’d lose something important if you remove features or tools, or you may reason, “Just leave it in there. I paid for it. I might as well keep it.” But in fact, unnecessary gear just serves to confuse everybody. It makes training and user adoption more difficult and increases the chance of user error.
Exactly what you need to run your business. Nothing more, nothing less. Doesn’t that sound reasonable?
You know your business. We know CRM. Together we can determine precisely what you need and don’t need in your CRM system. Our goal at P2 Automation is to make CRM simple. Even a robust system such as Microsoft Dynamics 365 can be more user-friendly and efficient.
If you would like to review your current Microsoft Dynamics 365 CRM system to determine ways it can work better for your organization, our experts at P2 Automation today to schedule a strategy session.
By P2 Automation,
How Much Does It Cost to Own Microsoft Dynamics 365/CRM?
In today’s business world, all types and sizes of businesses can benefit from the efficiency of a comprehensive CRM(Customer Relationship Management) solution. If your company hopes to grow and expand, it’s even more valuable.
When you hope to increase your client base, open new offices, or expand into new markets nearby or around the globe, you need a powerful, integrated system such as Microsoft Dynamics 365/CRM.
There’s no shortage of information and articles about the features and functionality of Dynamics 365/CRM; you can find a wealth of articles right here on the CRM Software Blog.
But one piece of information you might have had trouble pinning down is the price. When budgeting for a new or upgraded solution, you need to know the total cost of ownership. That’s not always easy to determine. There is a difference between the sticker price of the software and the actual cost of the software plus installation plus ongoing costs.
The CRM Software Blog’s Quick Quote Tool is here to help. The Quick Quote Tool will generate a ballpark estimate of the total costs involved in implementing and operating Microsoft Dynamics 365/CRM.
Here’s how the Quick Quote Tool works:
Look for the orange ‘Request Instant Quote Dynamics 365/CRM’ bar at the top right of each page of the CRM Software Blog. Click the bar, and you’ll be taken to a screen with a short form to fill out. You’ll answer basic questions about your type of business, the number of employees who will be using the system, the level of support you’ll require (don’t worry, the questionnaire will help you answer these questions), and any concerns you have unique to your business. Include your contact information, and you’re done.
The Quick Quote Tool will use your information to customize a quote which you’ll receive instantly as a PDF sent to your email. After you’ve received your non-binding quote, your contact information will be made available to just one of our expert CRM Software Blog members in your area who will be happy to answer any questions you may have. You can choose to work with that partner or not; it’s up to you. The non-binding estimate and the referral are a free service we provide for our readers.
The CRM Software Blog Quick Quote Tool can get you started in determining just how much your Microsoft Dynamics 365 system will cost you from the first licensing to long-term support. Simply fill out the quote request form and be well on your way to a deeper understanding of the total cost of owning a Dynamics 365 solution from Microsoft.
By CRM Software Blog Writer. www.crmsoftwareblog.com
Budgeting for Microsoft Dynamics 365/CRM? Get an Instant Estimate.
As your company grows, adding clients and customers, opening new markets or new offices nearby or around the world, your legacy CRM (Customer Relationship Management) system may have trouble keeping up. If you’ve outgrown Excel spreadsheets and are ready for a full-function CRM (Customer Relationship Management) solution, the CRM Software Blog has a helpful tool for you.
Microsoft Dynamics 365 is a full-function upgrade from older versions of Microsoft Dynamics CRM. The CRM Software Blog contains dozens of articles touting the advantages of Microsoft Dynamics 365/CRM. But one thing those articles don’t tell you is how much it will cost. That’s what this post is for.
Be aware that when you purchase new software, there is a difference between the sticker price of the software and the total cost of the software, plus installation, plus ongoing costs. The total cost of owning and operating the software is what you need to know up-front for planning and budgeting purposes.
The CRM Software Blog’s Quick Quote Wizard is designed to provide a free, instant, automatic ballpark estimate of the total costs involved in implementing and operating Microsoft Dynamics 365/CRM.
Here’s how the Quick Quote tool works:
You’ll find the orange bar labeled ‘Request Instant Quote Dynamics 365/CRM’ at the top right side of each page of the CRM Software Blog. Click the bar, and you’ll be taken to a screen with a short form to fill out. You’ll be asked basic questions about your type of business, the number of employees who will be using the system, the level of support you’ll require (don’t worry, the questionnaire will help you answer these questions) and any concerns you have unique to your business. Include your contact information and you’re done.
The Quick Quote Wizard will use your information to customize a quote for you, and you’ll receive it automatically and instantly in your email inbox. Along with the non-binding quote, you’ll also receive the name of only one of our expert CRM Software Blog partners in your area who will be happy to answer any questions you may have. Of course, you can choose to work with any partner or none; the name and the non-binding estimate are provided as a convenience to our readers.
The CRM Software Blog Quick Quote Tool can get you started in determining just how much your Microsoft Dynamics 365 system will cost you from the first licensing to long-term support. Simply fill out the quote request form and be well on your way to a deeper understanding of the total cost of owning a Dynamics 365 system from Microsoft.
By CRM Software Blog Writer. www.crmsoftwareblog.com
Get a Free Instant Microsoft Dynamics 365/CRM Quick Quote
CRM pricing shouldn’t be a mystery. There is plenty of information online about the features of various CRM (Customer Relationship Management) software solutions. But, for whatever reason, it’s really hard to find CRM pricing on the Internet.
Usually, and understandably, CRM resellers want to get a salesperson into your office for a demonstration and consultation before they give you an idea of the cost of their product. But that doesn’t make sense. Why should you waste your time investigating solutions that are not within your budget range? We’ve discovered a better way.
Why not use the Microsoft Dynamics 365/CRM Quick Quote Tool that’s available right here on the CRM Software Blog?
Why do we provide a quoting tool? Because, contrary to the mainstream view that it’s not a good idea to make pricing readily available, we have nothing to hide. We believe that Microsoft Dynamics 365/CRM pricing should be accessible to anyone who is evaluating CRM systems for their company.
The Quick Quote tool is fast and easy. Here’s how it works:
Look for the orange button labeled “Request Instant Quote Dynamics 365/CRM.” It appears at the top right-hand side of each page of the CRM Software Blog.
Click on that button and you’ll be taken to the Microsoft Dynamics 365 Quick Quote Request Form. And from there you are only moments away from a free, fully automated budgetary estimate for the full cost of Dynamics 365 software, implementation, and training.
On the Quick Quote form, you’ll indicate whether you’re interested in 365 Business Edition or Enterprise Edition.
Next, you’ll let us know if you want Basic CRM, Basic CRM Plus or Advanced CRM (you’ll see what each of those provides.)
Then, provide your contact information so we can email you an instant quote.
We’ve made it easy because we know that’s what you want. After all, the Internet was designed to provide useful information for people like you who are trying to make their best decisions.
Get a Microsoft Dynamics 365/CRM Quick Quote today and see how this powerful solution will fit into your budget.
Try CRM Software Blog’s Quick Quote Tool. It’s free; it’s easy. You’ll be glad you tried it.
by CRM Software Blog Writer, www.crmsoftwareblog.com
Ready for Microsoft Dynamics 365/CRM? How Much Will It Cost?
If yours is a small or mid-sized business contemplating the purchase of a CRM (Customer Resource Management) solution or if you are a larger company and are considering upgrading to a comprehensive Microsoft Dynamics 365/CRM solution, your research has undoubtedly answered a lot of your questions about features and functionality.
Something that may be a bit harder to pin down is the total cost of the software. You can’t just look online and get answers to such questions as:
• How much does the software cost?
• How much does installation cost?
• What are the fees for training and support?
• Are there any ongoing fees that I should know about?
Of course, a qualified Microsoft Dynamics partner can answer your questions in detail when you are ready. But before you sit down with a salesperson, perhaps you’d just like a ballpark estimate to see if a Microsoft Dynamics 365 solution will fit into your budget.
We’ve got you covered
That’s where the CRM Software Blog’s Quick Quote tool comes in. With the Quick Quote tool, you can get a working idea of the total cost involved in a Microsoft Dynamics 365 solution, including software, implementation, training, support, and fees.
Here’s how it works:
On the right-hand side of any page of the CRM Software Blog, find the orange bar labeled “Request Instant Quote Dynamics 365/CRM,” Click on the bar, and you’ll be taken to the Quick Quote form where you can answer a few short questions about your CRM requirements. Add your contact information, click “submit,” and watch your email inbox for a fast, free estimate for your Microsoft Dynamics 365 solution.
There is no obligation, and the quote is not binding; it’s a free service that we provide for our valued readers. So why not try the CRM Software Blog’s Quick Quote tool today?
By CRM Software Blog Writer, www.crmsoftwareblog.com
Microsoft Dynamics 365/CRM: How Much Will It Cost?
CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.
With Microsoft Dynamics 365, you get a flexible solution that’s customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business or use multiple CRM tools that work together as a powerful integrated solution.
Regular readers of the CRM Software Blog know about the many benefits of Microsoft Dynamics 365/CRM. What you may not know, but would like to, is the total cost of owning Dynamics 365.
To budget the total cost of a Dynamics 365 CRM project you need to know the license and maintenance fees plus the estimated implementation and services costs
That is where the CRM Software Blog Quick Quote Wizard can help.
Here’s how the Quick Quote Wizard works:
On the right-hand side of any page of the CRM Software Blog, locate the orange bar labeled, “Request Instant Quote Dynamics 365/CRM“. Clicking on that bar will take you to the Quick Quote request form.
Fill in some brief information on the form, and you will receive an instant, automated Dynamics 365 Quick Quote outlining software, maintenance, and estimated services costs for an entire project.
The estimate will arrive in your email inbox and comes without strings attached. It’s a free service that we offer our readers.
The Quick Quote Wizard is fast, free, and easy. Why not try it today.
Find a Microsoft Dynamics 365 partner in your area.
By CRM Software Blog Writer, www.crmsoftwareblog.com
Budget for Microsoft Dynamics 365/CRM with Our Quick Quote Wizard
Microsoft Dynamics 365/CRM is the full function, cloud-based CRM/ERP system that runs on Microsoft’s Azure platform. Moving your CRM to Microsoft Dynamics 365 means that all of your sales, customer service, field service, marketing, project service automation, operations, and even financials can be done from one convenient, integrated cloud platform.
Microsoft Dynamics 365 combines the key elements of previous ERP and CRM systems into a robust and customer-centric platform. It includes built-in business intelligence and integrates with Office 365 to create an all-encompassing business application suite.
Microsoft Dynamics 365 has two licensing models available:
• Microsoft Dynamics 365 Business Edition – Optimized for 10-260 employees, includes Financials, Sales, Marketing, and Customer Service functionality.
• Microsoft Dynamics 365 Enterprise Edition – Optimized for 250 or more employees, includes the capabilities of Dynamics CRM Online and Dynamics AX, such as Sales, Customer Service, Field Service, Project Service Automation, and Operations (ERP).
So, how much does it cost?
The CRM Software Blog has a Quick Quote Wizard designed to provide you with a budgetary estimate of the costs involved with Microsoft Dynamics 365.
The Quick Quote tool will help you calculate the total cost, which includes the license subscription, annual software assurance maintenance plan, and approximate implementation and training costs from a Microsoft Dynamics 365 Partner.
Find the Quick Quote tool on the right-hand side of each page of the CRM Software Blog. Click on the orange bar labeled: Get Instant Quote Dynamics 365/CRM and fill in the brief form.
The Quick Quote will arrive instantly in your inbox. It couldn’t be easier.
The Quick Quote carries no obligation; it’s a free service that we provide to our readers.
To get started with the new Microsoft Dynamics 365 Price Quick Quote tool, visit www.crmsoftwareblog.com/quick-quote.
By CRM Software Blog Writer, www.crmsoftwareblog.com
Get an Instant Price Quote for Microsoft Dynamics 365/CRM
A comprehensive CRM (Customer Relationship Management) system is essential for today’s businesses. The right CRM will not only increase your organization and efficiency but will help you make informed business decisions that will help you achieve your business goals.
There are a lot of CRM solutions on the market, but if you’re serious about implementing a Customer Relationship Management application that’s user-friendly and comprehensive, Microsoft Dynamics 365 should be on your short list.
If you’re ready to evaluate whether Microsoft Dynamics 365/CRM software is a fit for your company, our Microsoft Dynamics 365 Quick Quote Wizard can help.
The Quick Quote Wizard is free, fast, and easy and can give you a working estimate of the cost of Microsoft Dynamics 365/CRM and costs associated with implementation and ongoing support.
Here’s how the Quick Quote Wizard works:
Find the orange bar that says: “Request Instant Quote Dynamics 365/CRM” on the right-hand side of any page of the CRM Software Blog. Click on that bar, and you’ll be taken to the Quick Quote form.
Just fill out the Microsoft Dynamics 365 Quick Quote form to let us know whether you’re interested in the Business Edition or Enterprise Edition, what level you want (Basic, Basic Plus or Advanced), how many users you anticipate, and your contact information. It’s as easy as that. Click submit, and within a couple of minutes, a personalized proposal will appear in your email inbox.
The proposal will contain not only a detailed budgetary estimate, but also information about setup and training, client testimonial videos, and a dozen or so links to additional helpful information so you can learn all about how Microsoft Dynamics 365 can be used to the greatest advantage at your company.
Your Quick Quote is easy, free, and automatic. Get your free Quick Quote estimate now.
By CRM Software Blog Writer, www.crmsoftwareblog.com
What Is the Total Cost of Microsoft Dynamics 365/CRM? Ask Our Quick Quote Wizard.
Today’s businesses of all types and sizes realize how valuable a comprehensive CRM(Customer Relationship Management) solution is to the growth and success of their organizations.
If you are increasing your client base, opening new offices or expanding into new markets nearby or around the globe, you need a powerful, integrated system such as Microsoft Dynamics 365/CRM
In doing your research for the right CRM solution for your company, no doubt you have read numerous articles or talked with consultants about the many features of Dynamics 365 and what it can do for your business. But one piece of information you’d like to have before you commit to buying is the price.
When budgeting for a new or upgraded solution, you need to know the total cost of ownership. That’s not always easy to determine. There is a difference between the sticker price of the software and the actual cost of the software plus installation plus ongoing costs.
The CRM Software Blog’s Quick Quote Wizard is here to help. This tool will provide a ballpark estimate of the total costs involved in implementing and operating Microsoft Dynamics 365. Here’s how the Quick Quote Wizard works:
Look for the orange ‘Request Instant Quote Dynamics 365/CRM’ bar at the top right of each page of the CRM Software Blog. Click the bar, and you’ll be taken to a screen with a short form to fill out. You’ll be asked basic questions about your type of business, the number of employees who will be using the system, the level of support you’ll require (don’t worry, the questionnaire will help you answer these questions) and any concerns you have unique to your business. Include your contact information, and you’re done.
The Quick Quote Wizard will use your information to customize a quote which you’ll receive instantly as a PDF sent to your email. After you’ve received your non-binding quote, your contact information will be forwarded to just one of our expert CRM Software Blog members in your area who will be happy to answer any questions you may have. You can choose to work with that partner or not; it’s up to you. The estimate and the referral are a free service we provide for our readers.
The CRM Software Blog Quick Quote Tool can get you started in determining just how much your Microsoft Dynamics 365 system will cost you from the first licensing to long-term support. Simply fill out the quote request form and be well on your way to a deeper understanding of the total cost of owning a Dynamics 365 solution from Microsoft.
By CRM Software Blog Writer. www.crmsoftwareblog.com
Find Out Instantly the Cost of Microsoft Dynamics 365/CRM
If you are investigating CRM software for your company, no doubt you’ve narrowed your choices to the few that will best meet your needs. As much as we all like all the bells and whistles, one feature that probably carries a lot of weight is the cost. Have you noticed how difficult it can be to nail down the cost of CRM software? Usually, a resale partner will want to make an appointment and deliver a sales presentation. But even if you like what you hear, it’s not a good deal if it doesn’t fit both your business processes and your budget.
We have a better idea. The CRM Software Blog’s Quick Quote tool is designed to provide you with a budgetary estimate for the total price of a Dynamics 365 project, including license and maintenance fees plus estimated implementation and services costs.
Before you even contact a Microsoft VAR Partner, the Quick Quote tool will let you know if Microsoft Dynamics 365/CRM will fit your budget.
The Quick Quote tool is free, fast and easy to use. Just follow these three steps:
1. Click on the orange bar marked “Request instant Quote Microsoft Dynamics 365/CRM” (you’ll find it on the right-hand side of each page of the CRM Software Blog).
2. Fill in the brief form letting us know what your CRM needs are and what level of support you require.
3. Wait just a minute.
The CRM Software Blog Quick Quote Tool will instantly and automatically generate a working estimate and deliver it to your email inbox. There’s further help available should you need it, but there is no further obligation. This is a free service we provide for our valued readers.
So, if you’re investigating CRM software, this is the place to start. Get your free, instant Quick Quote now.
By CRM Software Blog writer www.crmsoftwareblog.com