Gain Competitive Advantage, Save Time and Slash Costs With Microsoft Dynamics CRM

Summary Since 1991, Handyman Connection has provided homeowners across North America with professional craftsmanship for a variety of home improvement and repair services. These include carpentry, drywall, electrical, fences, maintenance and installations, painting, plumbing, remodeling, storage, tile and flooring, much of which is now coordinated for local franchises through its national 800 call center and […]

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Streamline Customer Service and Improve Sales Productivity with Microsoft Dynamics CRM

Challenge Lehigh was struggling to reach their true growth potential, meet higher sales goals and improve their customer service. In order to reach these objectives, Lehigh needed to streamline their processes and bring their teams together, particularly when it came to new customer setups and how they served their customers. Working with Lehigh, the Affiliated […]

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Streamline Contact Center Operations and Support New Customer Growth with Microsoft Dynamics CRM

Introduction Founded in 1981, Triplefin is a privately owned order-to-cash solutions provider located in Cincinnati, Ohio. The company, whose tagline is “the support behind the brand,” provides outsourced infrastructure to consumer and health care industries. Their mission is to offer superior levels of customer care, order management and fulfillment services, sales and marketing support, and […]

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Reduced Outstanding Receivables by 13% and Increase Productivity by 50% with an Integrated Microsoft Dynamics CRM

Introduction US SafetyGear is a full-service safety supply company with over 20 years in the safety industry. Headquartered in Warren, Ohio, the company supplies a broad range of occupational safety products, including safety glasses, work gloves, safety shoes, work boots, rainwear, earmuffs, earplugs, and a growing line of more than 35,000 products. Through four retail […]

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Mobile Application with Microsoft Dynamics CRM Improves Agent Productivity and Achieves 100% CRM Adoption

Summary Since 1991, Phillips Edison & Company has specialized in the acquisition, leasing and operation of grocery-anchored neighborhood and community shopping centers. Today the Cincinnati, Ohio-based company owns and manages more than 29 million square feet of retail properties, building a portfolio of more than 280 assets worth $1.8 billion in 35 states. In addition […]

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Increase Operational Efficiency with Microsoft Dynamics CRM

Summary In 2007, MB Senior Solutions was formed to provide health plan guidance to retirees. Since its launch, MBSS has become one of the largest advisors in the Midwest, specializing in Medicare and supplemental health plan selection. Currently, health plan guidance is offered under its RetireMED®iQ brand, which has advisory centers in Dayton, Cincinnati, and […]

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Centralize Data and Improve Organizational Efficiency with Microsoft Dynamics CRM

Summary Founded in 2005, the Voluntary Carbon Standards (VCS) program has become one of the world’s most widely used carbon accounting standards. Operated by the Voluntary Carbon Standards Association (VCSA), the VCS program has revolutionized the voluntary carbon market by developing trusted tools, such as standardized methods that streamline the project approval process, reduce transaction […]

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CRM 2015 Spring Release – Personalize Dynamics CRM by Changing Your Theme

One of the newest changes to the Dynamics CRM 2015 spring release is the ability to personalize the application. Microsoft added themes to CRM in order to accomplish this feature. Themes give a company the ability to add a logo to the ribbon, to change the colors of the ribbons, to change the color entry […]

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Webinar – Top New Features in CRM 2015 Update 1

Join this fast-paced webinar presentation on June 17 at 11:30 a.m. ET that delivers quick-hitting tips and best practices for using Microsoft Dynamics CRM. The recently released CRM 2015 Update 1 contains more functionality that allows organizations to leverage out-of-the-box (OOB) features. Here’s what we’ll cover: How to get around the infornation you need quickly How […]

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Dynamics CRM Online Spring Release 2015 – What’s New and How to Update

The new Spring 2015 Release of Microsoft Dynamics CRM Online has been officially released. This Dynamics CRM release preview guide refers to the Spring 2015 update as “2015 Update 1” As a CRM system administrator, you may control when to install Microsoft Dynamics CRM Online service updates for your organization. To update to the latest release […]

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