Planning a data migration is a tricky process, but it’s vital to keeping up with the latest updates to CRM software that can improve the productivity of your team. However, there are a tremendous number of pitfalls that can be incredibly stressful if you’re not prepared. Making sure your team’s workflows are in sync with the new software is just as important as migrating the data. But that’s not all; cleaning up the data and mapping the features are just as important as using a test environment before deploying the software.
Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.
Infrastructure-as-a Service (IaaS) is expected to hit the $72 billion mark this year, making it not only a hot service, but also a hot target for cyber attacks. Computer Business Review reports a 300% increase in attacks in the past year, from Trojans to denial of service attacks (DoS). As recently as December 2019, hackers exploited an Azure vulnerability that allowed them to take over Microsoft Azure user accounts. This could cause loss of data, compromised servers, data manipulation, and even encryption of all data via ransomware. What are the Azure security best practices for companies to ensure they don’t fall victim to a malicious cyber attack?
What’s the relationship between CRM and HIPAA in healthcare? Why do healthcare providers need more technology to manage their patients? The answers to these questions lie in some of the big technology disruptions that healthcare has experienced in the last decade. Like every other industry, technology has been a game changer. Here’s what you need to know about HIPAA-compliant CRM platforms and why healthcare needs these tools.
In manufacturing, managing a global supply chain requires a proactive and agile approach. Market factors force supply chain changes that manufacturers must quickly overcome or run the risk that the entire delicate infrastructure will fail.
If you run a small business, new software may be the last thing on your mind. Perhaps you’re more worried about finding better employees or increasing cash flow. Maybe your A/R is too high or there’s a supply chain issue holding you back. We know that small business owners have all kinds of worries.
Salesforce vs. Dynamics: In a review of the top CRM tools, it’s usually these two behemoths that go head-to-head when enterprise organizations consider new sales and marketing software.
Healthcare is increasingly driven by value. Under the influence of our digital devices, healthcare consumers are increasingly aware that they have choices in services. Whether it’s seeking help at a minute clinic or urgent care, traveling to the ER, or seeing a family practice doctor, most consumers know there is a plethora of resources at their fingertips
2019 has been the year that enterprise organizations finally moved to the cloud. TechRepublic reports that nearly 70% of enterprise organizations moved data to an off-premise data server this year. This encroachment by cloud vendors into the formerly on-premise space has led many software companies to add cloud software options to previously installation-only software.
Topics: Dynamics CRM
The old Dynamics CRM received an upgrade in 2016 to the new rebranded Dynamics 365. The new platform combined the existing customer relationship management (CRM) software with Microsoft’s enterprise resource planning (ERP) platform and a full suite of tools covering finance, marketing, sales, operations, and more. The goal of the upgrade was to eliminate the silos between these departments in a repacking of some of the Dynamic suite of products into one integrated whole.