Rocket CRM

AI is THE hot topic - and at some point, you'll want to level up your?AI game - here's an ideal way to dip your toe in the water - Microsoft Copilot. With Copilot, you can make easy work of everyday tasks, from email replies and report writing to presentations and data analysis. Explore 5 ways this AI productivity tool lightens the loads and frees up your time to focus on activity that actually moves the needle! Swipe to view. Watch this very brief tour of a couple of its magical features: https://lnkd.in/eA7n_weg #microsoftcopilot #copilot #aitools #productivity #MSDyn365

Every year, we help countless organisations achieve their CRM goals with system upgrades. Often, our clients have procrastinated over the upgrade for some time before contacting us. Don't let that be you - the sooner you make improvements, the sooner you will realise the tangible business benefits. Is CRM success a goal for you in 2025? If so, talk to us. #CRM #CRMgoals #CRMupgrade #CRMimplementation #businessgrowth.

?? What a Year at Rocket CRM! ?? The Rocket team are about to down tools and take a well-earned break with their nearest and dearest for Christmas, as it's been quite a year! Reflecting on the past 12 months, we're proud as punch for all the team has achieved. Things move at lightning speed in the world of SAAS, which keeps our small but mighty team on their toes. We're proud of the reputation that we have forged together and remain very confident in the quality of our Microsoft solutions. Dynamics 365 has held its own in the saturated CRM space, and we are sure that in 2025, it will continue delivering game-changing tools and AI-powered innovation to many more new customers. We're also looking forward to what lies ahead for our team: new opportunities, the satisfaction of continuing to provide solutions that deliver measurable results, and the expansion of our impact in the world of CRM. Thank you to our suppliers, partners and, of course, our loyal clients. Here's to another year of creating success and building lasting relationships. Lastly, a final reminder that our office is closed from Tuesday, 24th December. However, we are running essential technical support on the 24th, 27th, 30th and 31st of December, 9 am- 5 pm by email:[email protected] Catch you in the new year! #CRM #CustomerSuccess #Partnerships #Innovation #RocketCRM #NewYear2025

Microsoft has been recognised as a Leader in the?2024 Gartner Magic Quadrant for Sales Force Automation?for the fourteenth consecutive year!???????? ?? Given the accelerated growth in AI-driven sales tech in recent years, this fourth consecutive accolade for Dynamics 365 Sales is a testament to the product's value and continual innovation, and we think that's a huuuuge deal! As Microsoft partners, we build, implement and manage MSDyn365 daily. So, we have a front-line seat to its benefits and know precisely why this is so well deserved. Its abundance of clever tools helps teams to slash admin time and focus on what they actually want to do - generate pipeline and close deals. To discover more about how you can evolve your sales with Dynamics 365, contact us ?? https://lnkd.in/eY-wJZPC Read the article ?? https://lnkd.in/drpPYKNa #Gartnermagicquadrant #MSDyn365 #SalesCRM #AICRM

Our community is growing!! In recent months, we have had a number of new followers and subscribers on our company page and for our newsletter, CRM Success. For those just beginning their journey with Rocket CRM, you may wonder what makes us different in the CRM market. Here are things that set us apart: ?? We were founded on the ethos of making CRM simple. Our aim was to strip out complexity and techy jargon for the end users so that our clients would benefit from powerful Microsoft CRM tech and support delivered in an easy-to-understand way. ?? We are Dynamics 365 and Power Apps specialists. Our knowledge of CRM is very in-depth. Our preferred tool?is Microsoft's offering and natively built solutions such as Click sales and marketing software. ?? We do things the right way - focusing on your business, goals, end users, and customers. This steadfast focus on you, the customer, results in a perfect-fit CRM solution every time. You can find out more about our vision, values and history here: https://lnkd.in/gyFVmMTv

Every year, we ensure our clients can rest easy and kick back over the festive period thanks to our support service. Our festive support service is completely free and available to all of our managed service clients. ? Like everyone else, the Rocket CRM team will take a break over Christmas, so our offices are closed from Tuesday, 24th December, until Wednesday, 1st January 2025. ? However, to ensure your operations stay up and running,?we are providing basic technical support on the 24th, 27th, 30th and 31st of December between 9 am and 5 pm by email. ? Contact?[email protected], and the team will be in touch swiftly. ? Festive wishes?from everyone at Rocket CRM team and all the best for 2025.

Finally, a practical data security tool for Dynamics 365 users to monitor and control data exports. Rocket CRM has launched Excel Tracker - a data security tool explicitly designed for Dynamics 365 and Power Apps users, which is available completely free for 14 days! Try it out and see what you think. ?? Take back control of your data ???? Be GDPR compliant ?? Protect your data from being stolen Get your FREE 14 day trial here: https://lnkd.in/eYA2iDvj

If you're exporting data from your Dynamics 365 CRM or Power Apps system, you must monitor that activity. Failing to do so will leave your organisation exposed to serious data-related risks ? ? ?

Anyone responsible for managing data and CRM knows how important it is to monitor data exports. However, controlling Excel export permissions in Dynamics 365 with the "Export to Excel" function is painful - it's literally on or off. This blunt permissions control makes it impractical for some business roles and everyday applications. Plus, monitoring data exports in Dynamics 365 is very limited. As a result, you could unknowingly put your data at risk if you're not diligently monitoring data exports. And you're not alone; data exports have long been a headache for CRM administrators - until now... ...Introducing Excel Tracker from Rocket CRM - a monitoring tool that allows you to take back control of your data. ?? The unique solution for Dynamics 365 and Power Apps users is available completely FREE for 14 days. So you can see what you think before you commit. ?? In the words of one of our clients, "Rocket CRM's Excel Tracker is a fantastic tool, enabling us to keep an eye on what our users are exporting without placing full export restrictions on our CRM/business operations. Where previous solutions only managed to track direct exports to Excel, Rocket CRM's solution has provided the full picture of what is exported in bulk out of CRM..." John Nicholson Head of Business Applications CBI. Download your free trial here ?? ??https://lnkd.in/eYA2iDvj #GDPRcompliance #MSDyn365 #exporttoexcel #dataexports #CRM #datagovernance

You probably know that we design and build powerful CRMs for our clients. But did you also know that we ensure our clients never overpay for their Microsoft licenses?? Whilst Dynamics 365's 'mix and match' pricing model offers users flexibility, it doesn't always result in the cost savings they'd hoped for because of its complexity. In this inspiring example, we explain how we were able to help Keystone Negotiation achieve an 85% reduction in their license costs. To find out more about our licensing support, click the link: https://lnkd.in/gUvvy3Ma #MSDyn365 #Dynamic365licensing #softwarelicensingsavings