logo
logo
Sign in
CongruentX
Welcome to congruentX where we help companies to align their people and technologies using Data, AI, and a New Approach to consulting.
Followers 1 Following 0
CongruentX 2021-11-03
img

Begin SlowlyExecutive teams might waste an excessive amount of time attempting to deliver the perfect solution that will make all CRM users happy at the start.

As you progress, you can make incremental modifications to address specific issues or pain spots as they arise.

In this manner, you can get the tool to market faster while still considering user demands.

To ensure that the CRM solution meets the demands of all users, the advisory council should comprise representatives from each user group.If the CRM committee is composed entirely of executive team members and does not include the people who will use the tool, engagement with the technology will suffer.

And, most crucially, they must be an accurate representation of the target users.A close relationship with users ensures that the product owner understands their requirements and can create a tool that meets those requirements.

Follow the ProcessWhen upgrading and modifying the CRM, take it one step at a time.

collect
0
CongruentX 2021-06-26
img

Research has shown that workforce happiness plays a major role in business profitability.

This can be attributed to the loss of excitement and interest in the workplace and tasks over a period of time.CRM implementation and adoption is one of the ways in which a business can enhance workforce experience and keep them engaged.

CRM consulting companies make a business understand that the whole premise behind software is to help humans – both customers and employees.

Let’s see some of the ways in which CRM implementation can boost workforce experience.Eases the burden on managers High levels of stress and burnout combined with an unbalanced lifestyle among managers is bound to have effect on the employees in their teams.

The managers may be stresses-out, unmotivated, disengaged, which is likely to reflect on their teams, making disengagement spread from top to bottom.By implementing and adopting CRM, the workload that managers usually have can be considerably reduced using highly customizable and flexible CRM tools.

Using relevant data sets one can even come up with new perspectives on issues which apparently seemed to have no solution!With the managers being less stressed, their interactions with their teams are more focused on productivity and ultimately business growth.Keeps new hires excitedLack of clear policies and guidelines for employee onboarding and training can make the employee disinterested in working for the business, shortly after joining.

collect
0
CongruentX 2021-10-03
Different sales solutions for different enterprises! An Overview:   Dynamics 365 for Sales enforces salespersons to build strong relationships with their clients,take actions based on the client insights, and close sales quicker. The Sales app is built on the basis of the Unified Interface framework. The Sales app is made to work on mobile as well as desktops or laptops. What does Dynamics 365 for Sales have to offer salespeople and sales managers:     What are the benefits for sales people? It follows guided business pathways, in order to track the steps to close deals in a more feasible and quicker way.
collect
0
CongruentX 2021-05-08
img

Proper use of CRM can help in identifying customer opinions, preferences, and buying habits.

Strategically, if you understand your customers better and are responsive to their needs, you will do better in this cut-throat competitive world.An organization implements the CRM program to improve its relationship with its vast network of customers.

Issues related to finance, technology, and culture are the common problems faced by businesses across different industries.

To overcome these bottlenecks, most businesses use the services of CRM consulting companies to help with their CRM implementation.According to an IT research and consultancy company, Gartner, the top 10 causes of CRM failure in a company setup are as followsThe management of an organization has little customer or CRM understanding and involvement.Employee rewards and incentives are non-customer-centric.The work culture among staff is not focused constantly on the customerLittle or no inputs from the customer's perspectiveThe wrong notion of software being the final solution.

Integration with other interfaces ignoredLack of specific process or strategy about the organization's needsPoor quality of customer dataLack of coordination between multiple departmentsCRM team creation is kept for the last system implementation.

Lack of staffNo performance metricsRole of CRM consultantsAssist an organization's customer services functions with a focus on transforming processes and technologies.

collect
0
CongruentX 2021-09-30
img

If you have recently invested in a customer relationship management platform for increasing your company's productivity, you definitely know just how many employees struggle to be productive with the increasing number of tools they are supposed to use in the process.Our intensive research of the market tells us that more than 90% of companies with more than 10 employees have invested in a CRM platform but only 40% boast of a successful CRM adoption rate, while the majority of businesses are struggling with their CRM platform tools.Microsoft's Dynamics 365 is one such CRM platform that has become essential in the business world.

In fact adopting and adapting it have become the need of the day.

This is where User Adoption Monitor, a productivity app that reviews and tracks d365 user adoption, comes in handy!How does the User Adoption Monitor help?User Adoption Monitor literally monitors, tracks and reviews user actions in Dynamics 365 CRM.

The app keeps a check over individual user actions that can be easily accessible daily, weekly or even monthly, and the reports can be easily stored as well as viewed through leader dashboards.User Adoption Monitor generates user action reports which can be easily viewed but in case d365 user adoption fails, the app will either show incorrect data or no data at all.

This will conveniently notify you about the failure of workflow in your company, giving you the opportunity to ensure a smoother and efficient CRM adoption.It is obvious that the User Adoption Monitor has some outstanding features which ensures productivity through an accurate and successful d365 user adoption.

It's features are as follows,Monitors individual user actions thoroughly.Visual representation of data through easy-to-understand dashboards.Tracks daily summaries of individual user actions.Structure the monitoring process to suit your more urgent business needs over the rest.Report workflow failureCRM adoption is one tricky game, no matter how simple it looks.

collect
0
CongruentX 2021-09-02
img

CX services refer to customer experience services which are in correlation to the CRM software of the Customer Relationship Management which is governed by the CRM advisory or the CRM consultant services.CRM CONSULTING SERVICES AND CX SERVICES:This generation is extensively technologically advanced, thus, an online economic sector has boomed in terms of business with respect to the manual trading businesses.

A business now needs to focus on catering to the needs and requirements of the clientele in order to have a study purchase cycle.CRM Advisory has been made for this very reason, these services help in developing the CX service side of the business as they help in maintaining the needs and requirements of the clientele and live up to their expectations.

The CRM Advisory helps the company to create a database solely focused on the clients purchase history, requirements and range or demographics.A CRM Advisory helps the companies to improve in the CX service areas.

The job responsibilities include suggestion of changes in technology, development of sales leads, engagement with vendors and troubleshooting the technical issues that the Services might face in the Customer Relationship Domain.HOW DOES CRM ADVISORY HELP CX SERVICES?COMMUNICATION: One of the basic needs is communication when building a relationship with a client.

CRM Advisors act as a client experience database as businesses get their leverage over a huge chunk of customer data which helps in interactions with the clientele.

The database is stored in the CRM and the access to which ensures a profit in the CX service area.

collect
0
CongruentX 2021-11-03
img

Begin SlowlyExecutive teams might waste an excessive amount of time attempting to deliver the perfect solution that will make all CRM users happy at the start.

As you progress, you can make incremental modifications to address specific issues or pain spots as they arise.

In this manner, you can get the tool to market faster while still considering user demands.

To ensure that the CRM solution meets the demands of all users, the advisory council should comprise representatives from each user group.If the CRM committee is composed entirely of executive team members and does not include the people who will use the tool, engagement with the technology will suffer.

And, most crucially, they must be an accurate representation of the target users.A close relationship with users ensures that the product owner understands their requirements and can create a tool that meets those requirements.

Follow the ProcessWhen upgrading and modifying the CRM, take it one step at a time.

CongruentX 2021-09-30
img

If you have recently invested in a customer relationship management platform for increasing your company's productivity, you definitely know just how many employees struggle to be productive with the increasing number of tools they are supposed to use in the process.Our intensive research of the market tells us that more than 90% of companies with more than 10 employees have invested in a CRM platform but only 40% boast of a successful CRM adoption rate, while the majority of businesses are struggling with their CRM platform tools.Microsoft's Dynamics 365 is one such CRM platform that has become essential in the business world.

In fact adopting and adapting it have become the need of the day.

This is where User Adoption Monitor, a productivity app that reviews and tracks d365 user adoption, comes in handy!How does the User Adoption Monitor help?User Adoption Monitor literally monitors, tracks and reviews user actions in Dynamics 365 CRM.

The app keeps a check over individual user actions that can be easily accessible daily, weekly or even monthly, and the reports can be easily stored as well as viewed through leader dashboards.User Adoption Monitor generates user action reports which can be easily viewed but in case d365 user adoption fails, the app will either show incorrect data or no data at all.

This will conveniently notify you about the failure of workflow in your company, giving you the opportunity to ensure a smoother and efficient CRM adoption.It is obvious that the User Adoption Monitor has some outstanding features which ensures productivity through an accurate and successful d365 user adoption.

It's features are as follows,Monitors individual user actions thoroughly.Visual representation of data through easy-to-understand dashboards.Tracks daily summaries of individual user actions.Structure the monitoring process to suit your more urgent business needs over the rest.Report workflow failureCRM adoption is one tricky game, no matter how simple it looks.

CongruentX 2021-06-26
img

Research has shown that workforce happiness plays a major role in business profitability.

This can be attributed to the loss of excitement and interest in the workplace and tasks over a period of time.CRM implementation and adoption is one of the ways in which a business can enhance workforce experience and keep them engaged.

CRM consulting companies make a business understand that the whole premise behind software is to help humans – both customers and employees.

Let’s see some of the ways in which CRM implementation can boost workforce experience.Eases the burden on managers High levels of stress and burnout combined with an unbalanced lifestyle among managers is bound to have effect on the employees in their teams.

The managers may be stresses-out, unmotivated, disengaged, which is likely to reflect on their teams, making disengagement spread from top to bottom.By implementing and adopting CRM, the workload that managers usually have can be considerably reduced using highly customizable and flexible CRM tools.

Using relevant data sets one can even come up with new perspectives on issues which apparently seemed to have no solution!With the managers being less stressed, their interactions with their teams are more focused on productivity and ultimately business growth.Keeps new hires excitedLack of clear policies and guidelines for employee onboarding and training can make the employee disinterested in working for the business, shortly after joining.

CongruentX 2021-10-03
Different sales solutions for different enterprises! An Overview:   Dynamics 365 for Sales enforces salespersons to build strong relationships with their clients,take actions based on the client insights, and close sales quicker. The Sales app is built on the basis of the Unified Interface framework. The Sales app is made to work on mobile as well as desktops or laptops. What does Dynamics 365 for Sales have to offer salespeople and sales managers:     What are the benefits for sales people? It follows guided business pathways, in order to track the steps to close deals in a more feasible and quicker way.
CongruentX 2021-09-02
img

CX services refer to customer experience services which are in correlation to the CRM software of the Customer Relationship Management which is governed by the CRM advisory or the CRM consultant services.CRM CONSULTING SERVICES AND CX SERVICES:This generation is extensively technologically advanced, thus, an online economic sector has boomed in terms of business with respect to the manual trading businesses.

A business now needs to focus on catering to the needs and requirements of the clientele in order to have a study purchase cycle.CRM Advisory has been made for this very reason, these services help in developing the CX service side of the business as they help in maintaining the needs and requirements of the clientele and live up to their expectations.

The CRM Advisory helps the company to create a database solely focused on the clients purchase history, requirements and range or demographics.A CRM Advisory helps the companies to improve in the CX service areas.

The job responsibilities include suggestion of changes in technology, development of sales leads, engagement with vendors and troubleshooting the technical issues that the Services might face in the Customer Relationship Domain.HOW DOES CRM ADVISORY HELP CX SERVICES?COMMUNICATION: One of the basic needs is communication when building a relationship with a client.

CRM Advisors act as a client experience database as businesses get their leverage over a huge chunk of customer data which helps in interactions with the clientele.

The database is stored in the CRM and the access to which ensures a profit in the CX service area.

CongruentX 2021-05-08
img

Proper use of CRM can help in identifying customer opinions, preferences, and buying habits.

Strategically, if you understand your customers better and are responsive to their needs, you will do better in this cut-throat competitive world.An organization implements the CRM program to improve its relationship with its vast network of customers.

Issues related to finance, technology, and culture are the common problems faced by businesses across different industries.

To overcome these bottlenecks, most businesses use the services of CRM consulting companies to help with their CRM implementation.According to an IT research and consultancy company, Gartner, the top 10 causes of CRM failure in a company setup are as followsThe management of an organization has little customer or CRM understanding and involvement.Employee rewards and incentives are non-customer-centric.The work culture among staff is not focused constantly on the customerLittle or no inputs from the customer's perspectiveThe wrong notion of software being the final solution.

Integration with other interfaces ignoredLack of specific process or strategy about the organization's needsPoor quality of customer dataLack of coordination between multiple departmentsCRM team creation is kept for the last system implementation.

Lack of staffNo performance metricsRole of CRM consultantsAssist an organization's customer services functions with a focus on transforming processes and technologies.