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Microsoft Dynamics 365 CE Sales

Microsoft Dynamics 365 CE Sales

by Marilyn Prevatte | Apr 21, 2021 | Blog, Customer Relationship Management

In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the “relationship” in CRM. To recall, Microsoft Dynamics...
Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement

Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement

by XTIVIA | Mar 4, 2021 | Blog, Customer Relationship Management

Creating the ideal customer experience revolves around customer engagement. Whether you’re nurturing a current client or trying to close a deal with a new one, how well you’re engaging with them is paramount to changing the account to “closed...
Drawing the Boundary Between Your CRM and CDP

Drawing the Boundary Between Your CRM and CDP

by XTIVIA | Jan 19, 2021 | Blog, Customer Relationship Management

We recently published a blog looking at the relationship between Master Data Management (MDM) and Customer Data Platforms (CDP) and the never-ending journey toward data unification. Following that, we wanted to expand the conversation by discussing the relationship...
The Key is Salesforce Omni-Channel

The Key is Salesforce Omni-Channel

by Marilyn Prevatte | Dec 1, 2020 | Blog, Customer Relationship Management

Working from home has created a plethora of frustrated customers in this age of instant satisfaction. Your customers have high expectations, and it will only continue to escalate. Customers are continuously frustrated when they’re forced to repeatedly...
Salesforce Quick Tips: Creating Custom List Views in Lightning

Salesforce Quick Tips: Creating Custom List Views in Lightning

by XTIVIA | Nov 12, 2020 | Blog, Customer Relationship Management

Like most tools in Salesforce, List Views are an excellent tool for sales and account managers to use in automating some of the more tedious everyday tasks. Without wasting a whole part of your day building out reports for a single field, you can use List Views to...
Exploring Healthcare CRM and the Salesforce Health Cloud

Exploring Healthcare CRM and the Salesforce Health Cloud

by XTIVIA | Nov 5, 2020 | Blog, Customer Relationship Management

The expansion of technology into the healthcare field has lent itself to stronger patient-to-provider relationships. During a time when accessing patient information couldn’t be more important, having the right technology to integrate medical information across...
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