Improving Client Transparency with System Issues in CRM

  Modern CRM isn’t just about managing contacts — it’s about keeping clients informed and aligned. P2 Automation’s System Issues feature integrates directly into each client’s CRM, giving full visibility into ongoing requests and tasks. The System Issues Workflow: Pending → Review with Client → Scheduling → In Progress → Testing → Released → Completed...

How to Streamline Commission Tracking for Health Insurance Brokers with Dynamics 365

Managing commissions is one of the most time-consuming tasks for health insurance brokers. Based on our experience working with brokers, reconciling carrier payments, calculating producer splits, and updating schedules can quickly eat into your day. That’s where BenefitsBridge by ForgeXRM, built on Microsoft Dynamics 365 and the Power Platform, comes in. This powerful CRM solution...

The KPIs That Matter: How Revenue Leaders Measure CPQ Success in Microsoft Dynamics CRM

In today’s competitive B2B landscape, revenue teams face increasing pressure to move faster, sell smarter, and maintain profitability across complex sales cycles. Configure, Price, Quote (CPQ) solutions are essential to this mission. By streamlining how quotes are created, priced, and approved, CPQ platforms—especially when integrated with Microsoft Dynamics CRM—give organizations the control and visibility needed...

Choosing the Right Dynamics 365 Partner Means Everything When you’re choosing a Microsoft Dynamics 365 partner, you’re not just selecting a vendor—you’re choosing a long-term business ally. At enCloud9, we’ve helped businesses across the U.S. transform their sales and customer service processes for over 15 years. But what truly sets us apart from other Dynamics 365 partners?...

Migrating to Dynamics 365: Key Benefits and Strategies for Success

Planning to modernize your organization’s operations by migrating to Microsoft Dynamics 365 CRM? Then, taking the move strategically by understanding its scope, benefits, and best practices is essential. Most enterprises running legacy CRMs or on-premises systems are now shifting to the cloud to fulfill their growing needs and access advanced tools for real-time visibility, scalability,...

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