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I have been working with an interesting client. This client creates orders in CRM and needs the information in Xero (their accounting package) for invoicing.
If you are planning on exploring whether Microsoft Dynamics 365 CE is the right CRM solution for you, you are in the right place.
Up to 85% of CRM projects are deemed to have failed, and when we drill into the reasons for the perceived failure, it is often one of two reasons
Chinese Whispers is a game popular in primary schools, where people pass a message from one to another along a line by whispering into their neighbour’s ear, and see how it has changed at the end.
Understanding that CRM is a serious undertaking that will deliver huge benefits, but is not without significant effort, is key to your CRM journey success.