Edgewater Fullscope Blog

First Look at the Microsoft Dynamics 365 New Release - Customer Insights

Nov 2, 2017 6:00:00 AM

Curious about the new Dynamics 365 release (the July release)? Microsoft has continued to enhance the Customer Insights capabilities in the solution. You may have seen customer insights in preview before, and now it will be generally available with this latest release. Customer Insights connects all your customer data in one place, highlighted with a dashboard to offer a 360 degree view of your customers. Functionality includes high level segmentation, lead scoring, merging identities and machine learning.

Read More

5 Key Themes of the Next Release of Microsoft Dynamics 365

Jun 28, 2017 12:00:50 AM

The Microsoft R&D Team took 3 days last week (June 20, 21 and 22) to present and summarize everything that they are working on for the next release of the Microsoft Dynamics 365 Customer Engagement platform.  The good news is that many of these features are just around the corner as they will be released to public or private preview next month and then to GA (general availability) as they are deemed ready by the team.  Microsoft Dynamics 365 is definitely reaching another peak with this next release, which looks to be the biggest one in the history of the product.

Read More

How-to Address the Challenges of Delivering a Great Customer Experience

May 31, 2017 4:00:02 AM

One of the biggest challenges in providing a great customer experience is giving employees the full picture of the relationship with a client that they are trying to serve.  When asking a question, how often have you heard this response (from someone at an organization that you are working with) : “I will need to go and ask Customer Service” or “Let me check with our Accounting Department on that”.  While this approach has been acceptable in the past, customers are expecting more timely and intelligent interactions each time they connect with you.

Read More

3 Steps to Starting Your Digital Transformation

Apr 19, 2017 4:00:53 AM

Digital Transformation, is already disrupting most industries and companies. Those who are out in front leveraging new strategies and tactics to improve customer acquisition, retention and loyalty will be the big winners.

Read More

Improving Lead Qualification in Microsoft Dynamics 365

Mar 22, 2017 4:00:17 AM

When we look at the lead qualification process in Microsoft Dynamics 365, there is a standard outcome for a lead that includes creating a new Account, Contact and Opportunity when a lead is “Qualified” (see diagram of Qualifying Leads above).  When the lead is disqualified, no new records get created and in either situation the Lead record becomes a closed record in the solution.

Read More

4 Ways for Equipment Dealers to Improve Account Management with Microsoft Dynamics 365

Dec 15, 2016 9:04:12 AM

Client relationships are critical for every Equipment Dealer organization where typically 80% or more of their ongoing revenue comes from existing customers. The key question for Equipment Dealers is how they can improve the way that they do Account Management with the resources and insights into the data that they have. Fullscope has created an Equipment Dealer Solution with Microsoft Dynamics 365 (the next version of Microsoft Dynamics CRM Online) that focuses on Sales, Marketing and Customer Service productivity and insights.

Read More

12 Metrics to Improve Sales Coaching and ROI

Jun 23, 2016 4:16:43 PM

Let’s say you are the VP of Sales for a $250M manufacturing organization and are currently using CRM to track your opportunities and manage your sales forecast.  The good news is that at any given moment you can log into CRM and look at what the sales pipeline looks like for that month or next quarter.  You can leverage this information to be more effective on your weekly sales call and you can give a real time update at the executive meeting.  This summary is representative of the current state of many organization’s abilities to manage their sales forecast today in their respective businesses.
Have you ever stopped and asked yourself these 3 questions:

Read More