Resources

Videos

Videos

Customer Success - Great Point Media: Stronger investor relationships and insights-led fund planning

Great Point Media were managing contact and fundraising information from unconnected sources. Concise CRM implemented a CRM...

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Videos

Manage your sales pipeline with Microsoft CRM

Microsoft Dynamic CRM provides a simple but powerful way of creating, managing and reporting on you or your team's pipeline.

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Videos

Track complaints and ensure correct process

In this example a complaint is received via email and the excellent integration between CRM and Outlook starts the process.

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Videos

Microsoft CRM and Yammer integration

Integrating Yammer with Microsoft Dynamics provides a unified system for team collaboration whilst linking conversations to the...

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Videos

Identify high value clients based on opportunity data

See how certain information can be automatically populated based on your business processes. This is a great productivity gain...

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Videos

Track client and help desk requests in Microsoft CRM supported by the correct business process

See how Microsoft Dynamics CRM can help guide your team through the correct business processes when recording a help desk...

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Videos

Managing IFA address changes in Microsoft CRM

This video provides an example of how an contact moving to new company can be managed in Microsoft CRM. In this case a Financial...

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Videos

Restrict what people can see in Microsoft CRM

Discover how Microsoft security roles can be defined to display only the relevant data to a specific user.

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Videos

See how Microsoft CRM activity feeds can help avoid email ‘cc nightmares’

Do you just need to share or understand important client intelligence without cc'ing my entire team or company! 

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Videos

See a consolidated view of your client activity with Microsoft CRM

Do you struggle to see a consolidated view of everything me or my team are doing with a given client? Microsoft CRM will provide...

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Videos

See how Microsoft CRM helps you manage and view client activity

Do you struggle to manage your day to day activities and track them against your client records? Microsoft Dynamics CRM will...

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Videos

Easily track emails and activities against a client record in Microsoft CRM

Do you regularly have to trawl through emails to find key client information? With your data in CRM all information will be...

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Videos

Consolidate all of your databases in to Microsoft Dynamics CRM

Struggling with data in multiple copies of Outlook? Do you have multiple contact spreadsheets? Data duplication a problem? Learn...

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