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  • in reply to: Integrating with Microsoft CRM #274004

    What is CRM?
    CRM stands for customer relationship management. It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.)

    Why implement a CRM solution?
    CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
    Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized and automated CRM system, your people can lose track of customer interactions and miss business opportunities.

    Who benefits from CRM?

    1. Small businesses looking to grow.
    If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what’s important: leading your business to succeed.
    Kelly Roofing, a second-generation family-owned company in Florida, had taken the first steps toward digital data management with software solutions that weren’t quite making the grade. Adopting a cloud-based CRM solution has helped transform their business operations, centralizing their customer information and more than doubling their employee revenue. A combination of Microsoft Dynamics 365 services offers them the comprehensive insight they need to stay on track for growth.

    2. Industry leaders wanting large-scale solutions.
    Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.
    Gallup, a global leader in research and analytics, needed a better way to connect with customers around the world and capitalize on sales leads across international markets. Their existing CRM solution didn’t offer the sales-friendly insight their employees needed. When they launched Microsoft Dynamics 365 Sales, the benefit was almost immediate. Communication with customers has improved, sales leads can now be tracked more efficiently, and ultimately, the Gallup sales team has grown by approximately 30 percent.

    Hope you find this helpful.

    in reply to: SMTP error with Office365 #274003

    Fix issues with SMTP client submission
    I set up my printer for SMTP client submission, but it still can’t send emails
    1. If your printer didn’t require a password for the email address you entered, your printer is trying to send emails without logging on to Microsoft 365 or Office 365. SMTP client submission requires your printer to log on to Microsoft 365 or Office 365. Direct send and Microsoft 365 or Office 365 SMTP relay do not require a logon; consider one of these options instead.
    2. Your printer or application must send email from the same address that you entered logon credentials for during email setup. If the printer or application tries to send email from a different account, this results in an error similar to:
    5.7.60 SMTP; Client does not have permissions to send as this sender.
    3. Test the user name and password by logging on to Outlook on the web, and try to send a test email to make sure the account is not blocked.
    4. Next, test that you can connect to Microsoft 365 or Office 365 from your network by doing the following:
    Follow the instructions to install the Telnet Client tool on a computer on the same network as the device or application.
    Run the tool from the command line by typing telnet.
    Type open 587 (or substitute 25 for 587 if you are using that port setting instead).
    If you connected successfully to an Office 365 server, expect to receive a response line similar to this:
    220 Microsoft ESMTP MAIL Service ready at Mon, 1 Jun 2015 12:00:00 +0000
    If you can’t connect to Microsoft 365 or Office 365, your network firewall or Internet Service Provider (ISP) might have blocked port 587 or 25. Correct this so you can send email from your printer.

    5. If none of these issues applies to your device, it might not meet requirements for Transport Layer Security (TLS) encryption. Your device must support TLS version 1.2 or above. Update the firmware on the device to solve this, or try one of the other configuration options where TLS is optional.

    Hope this gives you a brief outlook.

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