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Chuck Ingram

Welcome to CongruentX where we help companies to align their people and technologies using Data, AI, and a New Approach to consulting. While the rest of the site focuses on what we do I wanted to share why we do what we do. Visit us at http://www.con




  • Articles Posted: 9
  • Viewed by : 2765

Deploying Project Operations in Dynamics 365 CRM

  • 28 Aug 2022
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Did you know that Dynamics 365 Project Operations provide multiple models of deployment - you can determine your deployment type as well. For determining which regions support deployment of project operations, check ‘Geographical availability for Dynamics 365 and Power Platform report’. Click on ‘View Report’ followed by,●      Click on Dynamics 365●      Operations App●      Dynamics 365 Project OperationsAfter which you will be able to view the supported regions. As advised by firms offering Dynamics CRM consulting services, it is best to know about the different types of deployment. Whether you are a new user or an existing one, Dynamics 365 Project operations

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Top 5 Challenges to CRM Success and How to Avoid Them

  • 24 Jul 2022
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A good number of problems might crop up while implementing a CRM preventing CRM success in the process. Industry research even points out that upto 70% of CRM implementations might fail to meet expectations. The good news here is that CRM success can be easily achieved by identifying problems early and preparing to solve them with the help of the right CRM software consulting services. Here’s a list of the biggest potential problems that are bound to take place, accompanied by some of the best solutions for assured success. ●      Planning and StrategyThis one’s pretty obvious. Most companies out there think about

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Easy and effective ways to increase the CRM adoption

  • 04 Jul 2022
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How many of you know the value of CRM adoption? CRMs enable you to keep consumer data secure and clutter-free. They assist you in eliminating manual data entry methods, which are time-consuming and prone to errors. Furthermore, an effective CRM adapts to your needs and performs the functions of a project manager. Bringing your team on board with CRM - Customer Relationship management platform to manage sales activities is the first step in CRM adoption. If you want to avoid the CRM adoption issues, then take some steps and follow the ways to increase the adoption rate. Here are the

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Ways to increase user adoption of CRM

  • 02 May 2022
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Are you looking for the implementation of a new or upgraded CRM solution? Then you must know that customers are the most important part of a company's success and growth. As a result, every business should make an effort to ensure that the customers are satisfied and engaged. Getting your team on board with customer relationship management software to handle sales activity across the firm is the first step in CRM adoption. You can also increase adoption rates by including your team in every step of the deployment process, committing to conducting regular use audits, and providing continuous training. This

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Strategies to boost your business by using CRM

  • 26 Mar 2022
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Customer Relationship Management (CRM) software is the tools, technologies utilized by endeavors to create, gain and hold clients. CRM software is equipped for gathering client information from various channels. CRM will subsequently store detailed data on the entire purchase history, individual data, and buying ways. This software will ensure that each progression while connecting with purchasers goes efficiently and easily to build the overall benefits. Determine Your Audience  CRM will assist you with recognizing who is keen on a particular financial item. Instead of depending on potentially inaccurate assumptions you can utilize CRM enhancement. By using this you can investigate to know

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