S8 EP15: CRM/ Relationship Management

<p dir="ltr">We use Business Central at New View daily and constantly find new ways to innovate with this amazing tool. </p> <p dir="ltr">My favorite success story revolves around us. Sound surprising? Here's why: For a while, we weren't using Business Central as a tool for our sales processes. And guess what? We experienced the same issues our customers frequently reported to us.</p> <p dir="ltr">We had multiple lists of leads, systems that were not integrated, and no system of record that told the truth about our sales process. And we spent a lot of manual time getting from sales to invoicing. We finally decided to "drink our own champagne" and truly loved the result. </p> <p dir="ltr">We have become so much more efficient and comfortable with our data, but we also understand our customers' needs better, especially when it comes to relationship management.</p> <p dir="ltr">Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 — CRM/ Relationship Management with Kerry Peters ▶</p> <p dir="ltr">[00:00:00] Introduction: CRM or relationship management</p> <p dir="ltr">[00:01:10] My favorite customer story</p> <p dir="ltr">[00:01:52] 3 things to think about if you're preparing to work on a project like this</p> <p dir="ltr">[00:02:49] Practice and understand how to use the system</p> <p dir="ltr">[00:03:40] Why traditional and more expensive CRM systems fail to follow through with their implementations</p> <p dir="ltr">#NewViewStrategies #BusinessCentral #CRM #RelationshipManagement</p> <p dir="ltr"> ---------------------------------------------------------------------------------------------------</p> <p dir="ltr">About Kerry Peters & New View Strategies:</p> <p dir="ltr">Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solve