CRM comparison: Dynamics 365 Sales vs. HubSpot vs. SalesforceChoosing the right Customer Relationship Management (CRM) system can make a big difference in how well your sales team performs. Enabling them with the toolset that best fits their needs will help them manage leads and opportunities and close more deals.But how to decide which option is right for you can be tricky:With dozens of options available, three platforms consistently rise to the top of the winner’s circle in a CRM comparison: HubSpot, Salesforce and Microsoft Dynamics 365 Sales. In this blog, we’ll take a look at the pros and cons of each.Now, before we get started, you might have already noticed that Boyer only sells one of these three solutions. In fact, we use … [Read more...] about Which CRM is right for you?
Why CRM user adoption is critical to the success of your project
All CRM implementation projects are founded on three key pillars: people, processes, and technology. While technology often gets the most attention, it’s the people who ultimately determine a project's success. Without proper CRM user adoption, even the most advanced systems will fail to deliver the expected return on investment (ROI). A well-structured user adoption strategy ensures that technology is embraced and fully utilized.Research from Prosci shows that projects with strong change management and user adoption initiatives are seven times more likely to meet their objectives. Yet, a Gartner study found that 60 percent of users reported that new systems were introduced without … [Read more...] about Why CRM user adoption is critical to the success of your project
Is it time to invest in a CRM for your SMB? 5 signs
Download the Infographic — or read the blog belowAre you struggling to keep tabs on an ever-increasing number of leads as your small business grows? Congratulations! Are opportunities falling through the cracks because you can’t keep up without a CRM for your SMB? Uh oh!As small businesses grow into medium-sized companies, the growing pains can range from annoying to uncomfortable to downright overwhelming. A small business can operate on quick tools or home-grown solutions for only so long. At some point you will want to consider investing in a full-fledged Customer Relationship Management (CRM) system.What is a CRM? It’s a centralized tool to help you track interactions with leads as they step through your sales process. A CRM … [Read more...] about Is it time to invest in a CRM for your SMB? 5 signs
Preparing for a successful Dynamics 365 CRM implementation
As a Microsoft partner, Boyer understands that preparing for a successful Dynamics 365 CRM implementation involves focusing on the three key pillars: people, processes, and technology. While user adoption is important, it’s equally critical to focus on what your organization—and your implementation partner—can do to drive success. By aligning these three areas and maintaining close collaboration with your partner, you’ll set the foundation for a successful CRM implementation that delivers long-term value. Let’s take a closer look at these three areas, how the right implementation partner can help and questions to ask a potential partner.1. Set your people up for successWhile the people in your organization are ultimately … [Read more...] about Preparing for a successful Dynamics 365 CRM implementation
Boyer gains a new Power Platform/CRM consultant
Boyer & Associates welcomes Patrick Coale to the Boyer team as a Power Platform/CRM consultant.Coale graduated with a bachelor’s degree in Supply Chain Management from the University of Houston. He got a job with a Texas-based Microsoft ERP partner, but soon found himself on the CRM side instead when the company’s client work shifted.“(CRM is) really flexible,” Coale said. “You don’t have to follow accounting principles, and there’s a lot more leeway on how you can build out customizations.”That flexibility is a key aspect of Microsoft software. The tech giant’s ever-evolving platform continues to improve how consultants and customers work. The latest AI features embedded in the platform especially intrigue Coale. He got his first … [Read more...] about Boyer gains a new Power Platform/CRM consultant
