Edgewater Fullscope Blog

Building an Effective CRM Strategy

Nov 20, 2017 6:00:00 AM

The CRM industry has changed a lot over the past 5 years. AI-enhanced CRM and many other technologies have added significantly more value. However, many companies still struggle with CRM primarily due to lack of clear strategies. A recent Accenture study found that 80% of companies have adopted a CRM system and a large majority have deployed tools across the entire sales process. While sales tools grow increasingly sophisticated, customizable and flexible - packed with enhanced features and functionality - only 13 percent of salespeople utilize them to their full capabilities.
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Dynamics 365 Training Program – The Black Belt Series

Nov 17, 2017 6:00:00 AM

Have you ever tried driving to a new destination without looking at signs or a roadmap? Unless you're just naturally gifted at navigation or just really great at guessing- it wouldn't be an easy task to accomplish. Like indicated in one of our previous articles, How-to Avoid CRM Failure: Have a Training Plan, we all need guidance and training. This is why we've developed a highly structured set of courses for Dynamics 365 admins, known as The Black Belt series.

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Are You Empowered by Your CRM?

Nov 16, 2017 5:00:00 AM

In the fourth blog from our blog series on the topic of How Professional Services Organisations can thrive in times of turmoil, we explore how a good customer relationship management solution will empower your team to improve customer experience.

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CRM: Tailored for customers who expect the info they need, when they need it!

Nov 16, 2017 2:15:00 AM

Are professional services still serving their customers? It’s a serious question. Nearly three quarters (73 per cent) of marketing executives routinely collect information about current customer behaviour and say they have a “detailed” customer picture, but it seems that only slightly more than a third (37 per cent) actually use the data for ‘personalised’ marketing (The Economist, Intelligence Unit). We all should know the mantra by now: “providing the right information at the right time on the right channel”. So where is professional services on customer satisfaction ratings?

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First Look at the Microsoft Dynamics 365 New Release –Advanced Find

Nov 14, 2017 6:00:00 AM

The new Dynamics 365 release (the July release) from Microsoft has enhanced the Advanced Find search functionality for this solution. The Advanced Find command in Dynamics 365 helps you find the records you want. With the new (July) release you now have the ability to use the advanced find option to build a "NOT IN" query record using the "Does not contain data" option. The NOT IN query is a great way to show certain activity or more so inactivity with certain accounts when searching in Advanced Find. 

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When Manufacturer Mindset Prevents Realigning With The New Digital Order

Nov 14, 2017 4:09:00 AM

Manufacturer senior management may be forgiven for sometimes feeling they are in the eye of the Industry 4.0 storm they see tearing at the fabric of their own IT eco-environment. As a result, the current handy business phrases of sensible fiscal caution, such as “the weakened pound” and “uncertainty over Brexit” may find themselves all too easily shoe-horned into bi-annual budget planning meetings.

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Insights for Manufacturers: 5 Steps for Service Leaders to Empower Employees

Nov 13, 2017 6:00:00 AM

The previous blog in this serious, Insights for Manufacturers: 4 Steps Sales Leaders Should take to Empower Employees revealed that certain actions from sales leaders are essential for giving employees the ability to effectively work and achieve business goals. 

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