Let RBA help you get insights from your business relationships and turn them into true assets.


September 28, 2017

Don’t miss D365UG (CRMUG) Summit 17 in Nashville

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We are in the heart of conference season! With Envision coming to a close and Ignite in session, the folks in the Dynamics 365 community will soon have all eyes on the CRMUG Summit in Nashville. CRMUG Summit (a.k.a. D365UG/CRMUG Summit) has become the go-to conference for the Dynamics community.… Read More



March 29, 2017

Drive Higher User Adoption with Learning Paths in Dynamics 365

Drive-Higher-User-Adoption-with-Learning-Paths-in-Dynamics-365

When deploying or upgrading a relationship management system, success of the project often hinges on people actually using the system. In fact, according to the February 2016 Forrester report, CRM Success Hinges On Effective Change Management, 46% of those surveyed Agree or Strongly Agree that user adoption struggles were encountered during… Read More


December 9, 2016

Three Unexpected Ways You Can Outperform Your Competition with CRM

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Companies cannot exist without their customers. It’s a business reality. Gone are the days of customers vying for your attention; customers have more intelligent buying power than ever. Rapid advances in technology and data – from the Internet of Things (IoT) to machine learning – are drastically changing the way… Read More


November 16, 2016

The Power of CRM for Business Marketers

the-power-of-crm-for-business-marketers

The following is a summary of an article I wrote for the Business Marketing Association of Minnesota’s blog titled, “How to Boost Customer-Centric Marketing Through CRM” As a business in a digital world, it’s important to remember that customers now hold all of the buying power. So how do we make… Read More