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Скачать или смотреть Sage 100 integration with Microsoft Dynamics CRM | Ep. 6 | Dynamics Deep Dive

  • Azamba
  • 2024-05-24
  • 402
Sage 100 integration with Microsoft Dynamics CRM | Ep. 6 | Dynamics Deep Dive
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Описание к видео Sage 100 integration with Microsoft Dynamics CRM | Ep. 6 | Dynamics Deep Dive

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Are you a Sage 100 user looking to streamline your sales and customer service processes? Your team can have all their Sage 100 data at their fingertips with the powerful and simple-to-use integration between Microsoft Dynamics 365 CRM and Sage 100. Discover how the proven third-party integration from Greytrix transforms the way you do business.

Say goodbye to switching between platforms, manual data entry, and lost time spent interrupting the accounting department for key information. With Dynamics 365 and Sage 100 integration, your sales team can access vital customer information, past orders, and payment statuses directly in your CRM. This gives your team the data they need, anytime and anywhere and allows them to provide excellent customer service and close deals faster.

Learn how you can:

Access detailed customer records, including account numbers, credit holds, and payment terms.
View and manage recent orders, quotes, and top-purchased products effortlessly.
Configure your CRM views and dashboards to fit your unique business needs.
Sync your data regularly and maintain up-to-date information across both systems.

Don't let outdated processes hold you back. Watch Peter and Brynn demonstrate how the integration can help you improve efficiency, reduce errors, and provide better service to your customers.

Subscribe for more insights and tips on leveraging Dynamics 365 CRM to its fullest potential.

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Connect with us for successful CRM adoption:
[Website] https://azamba.com
[Email] [email protected]

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Hi there!

We believe that CRM is necessary for any successful, modern business to stay out front of the New Customer Experience Economy. If you want to stay competitive and help your business take off, CRM lets you tap into automation and AI that drives consistent, high-quality experiences to prospects and customers.

And the centralized CRM database allows you to get out of individual silos of information locked away in Emails, spreadsheets, and your employees' heads. Bring it all together so you can have better insights to manage short-term goals and plan for your future.

Over the last 20 years, my team has helped 500+ small and medium-sized organizations reach their goals through successful adoption of CRM. We do this through a proven, structured approach that is focused on your results.

And we do it all with a fixed fee, 100% Money-Back Guarantee!

So what are you waiting for? Reach out today and see if you qualify for our FREE implementation or recovery program and start your CRM journey.

#CRM #CRMAdoption #SMB #PeterWolf #Productivity #Microsoft #CRMSuccess #CrawlWalkRun #MicrosoftCRM #MicrosoftDynamics365

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