If you are currently using Microsoft Dynamics 365/CRM or exploring Dynamics 365 as your CRM solution, you may be considering if On-Premise or Online is the right fit for your organization. Each solution has its own benefits and ultimately it
Great news! Your company has made the business decision to invest in a CRM solution (queue audience applause). Selecting the right CRM solution for your organization and a choosing the right partner to work with are extremely important first steps.
Marketers love to segment their customers, prospects and leads. It is extremely important to personalize and connect with each person to identify with them how your products and/or services can directly help them overcome their challenges and help their organization
For all the Microsoft Dynamics 365 enthusiasts out there (like our team here at Ledgeview Partners), Microsoft has launched a new documentation site. This new site will provide developers, administrators, and power users a fast and efficient way to find
In our previous posts, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities (Part I) as well as figuring out the conversion rate of all leads over a period of time (Part II). In