Customer Management Archives – FMT

Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Microsoft Dynamics 365, SharePoint

    [Video] Connect Customers and Their Information with CRM + SharePoint

    Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365…

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  2. Customer Care - Los Angeles, Customer Care San Diego, Customer Care, Support, IT, Help, Los Angeles, FMT Consultants, Consulting, ERP, CRM, Microsoft, NetSuite, SAP

    5 Steps for Using Drag and Drop Capabilities in NetSuite

    There are many instances where having the ability to simply drag and drop a file onto a record or transaction can be of great benefit. For example, let’s say there is a business that requires a signed customer agreement for every new customer. Every time they receive a signed agreement, the company will have to…

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