Scoring Surveys Based on Answers with Voice of the Customer
September 22, 2017

Learn how to use the scoring functionality within the Voice of the Customer module. We will create a simple Customer Satisfaction Survey and assign different score values per answer.

The ‘C’ in CRM Means More Than Just ‘Customer’
September 8, 2017

Recently, a friend asked me to review a draft of his resume. Since I’m familiar with his work history, I was a little surprised to see that he had included CRM experience.

Customer Field Types
Customer Field Types in Microsoft Dynamics 365
July 28, 2017

Out of the box entities in Dynamics 365 have always had an advantage over custom record types due, in part, to the very cool features provided by the “Customer” field

Service Ambassadors to Improve Customer Experience
Three Ways Your Service Agents Can Act as Service Ambassadors to Improve Customer Experience
April 6, 2017

Great customer service starts with your front-line employees. They make the first impression, provide the first touch, and act as the face of your organization. Being able to provide high

PowerSuccess Helps ETI
Solution Spotlight: Planes, Trains, and …. Aerial Lift Trucks?! PowerSuccess Helps ETI Track Rentals with Dynamics 365
March 9, 2017

This edition of the Solution Spotlight features PowerSuccess customer, ETI. Dustin, ETI’s PowerSuccess Engineer, discusses how he helped ETI track their equipment in CRM, so they could see what customers

the-crm-minute
The CRM Minute: Why CRM? You’re Losing Customers [VIDEO]
January 20, 2016

  Welcome back, readers, to our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software called “Why