{"id":2710,"date":"2026-02-09T14:18:57","date_gmt":"2026-02-09T13:18:57","guid":{"rendered":"https:\/\/nabsolutions.com\/se\/?page_id=2710"},"modified":"2026-03-20T14:25:13","modified_gmt":"2026-03-20T13:25:13","slug":"valj-ratt-crm","status":"publish","type":"page","link":"https:\/\/nabsolutions.com\/se\/crm\/valj-ratt-crm\/","title":{"rendered":"V\u00e4lj r\u00e4tt CRM"},"content":{"rendered":"\r\n
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\r\n V\u00e4lj r\u00e4tt CRM \u2013 d\u00e4rf\u00f6r \u00e4r Dynamics 365 ett smartare val <\/h1>\r\n \r\n

\r\n N\u00e4r ni j\u00e4mf\u00f6r CRM\u2011alternativ handlar det om att hitta en l\u00f6sning som \u00e4r anv\u00e4ndarv\u00e4nlig, skalbar och integrerad med resten av er verksamhet. Dynamics 365 CRM \u00e4r utvecklat f\u00f6r f\u00f6retag som vill arbeta datadrivet, effektivt och smart \u2013 med Microsofts s\u00e4kerhet och ekosystem i ryggen. <\/p>\r\n \r\n \r\n \r\n \r\n Prata med en expert <\/a>\r\n \r\n <\/header>\r\n\r\n

\r\n \"ERP\r\n\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n
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\n \"Taxi\n <\/div>\n
\n \"bokadirekt\n <\/div>\n
\n \"qred\n <\/div>\n
\n \"Polf\u00e4rskt\n <\/div>\n
\n \"\u00d6resundsbron\n <\/div>\n
\n \"marriot\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\r\n
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\r\n Vanliga utmaningar n\u00e4r f\u00f6retag j\u00e4mf\u00f6r CRM\u2011system <\/h2>\r\n <\/header>\r\n \r\n
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\r\n view_comfy<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Sv\u00e5righeter att f\u00e5 en helhetsbild av kunder och aff\u00e4rer <\/h4>\r\n \r\n

\r\n M\u00e5nga CRM\u2011system sprider information i olika verktyg, vilket g\u00f6r det sv\u00e5rt att se hela kundresan. F\u00f6retag vill d\u00e4rf\u00f6r ha ett CRM som samlar allt p\u00e5 ett st\u00e4lle: kontakter, aff\u00e4rer, aktiviteter, historik och prognoser. En tydlig kundvy \u00e4r nyckeln till b\u00e4ttre prioriteringar och mer tr\u00e4ffs\u00e4kra aff\u00e4rer. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n keyboard<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Manuella processer som tar tid i s\u00e4lj- och servicearbetet <\/h4>\r\n \r\n

\r\n S\u00e4ljare och service\u00adteam l\u00e4gger ofta on\u00f6dig tid p\u00e5 att logga aktiviteter, skriva anteckningar och f\u00f6lja upp kunder. Organisationer s\u00f6ker ett CRM som automatiserar s\u00e5 mycket som m\u00f6jligt \u2013 s\u00e5 att teamet kan l\u00e4gga tiden p\u00e5 relationer och f\u00f6rs\u00e4ljning ist\u00e4llet. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n integration_instructions<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Brist p\u00e5 integrationer mellan CRM, ERP och andra verktyg <\/h4>\r\n \r\n

\r\n Ett modernt CRM m\u00e5ste fungera tillsammans med ERP, ekonomi, Outlook, Teams och \u00f6vriga verktyg. N\u00e4r systemen inte h\u00e4nger ihop uppst\u00e5r dubbelarbete och d\u00e5lig datakvalitet. Integrationer \u00e4r d\u00e4rf\u00f6r en av de viktigaste j\u00e4mf\u00f6relse\u00adparametrarna n\u00e4r f\u00f6retag v\u00e4ljer CRM. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n database<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n D\u00e5lig datakvalitet och otydliga kundprocesser <\/h4>\r\n \r\n

\r\n Utan tydliga processer och bra data blir prognoser os\u00e4kra och besluts\u00adunderlag bristf\u00e4lliga. F\u00f6retag vill ha ett CRM som st\u00f6ttar deras s\u00e4tt att arbeta, s\u00e4kerst\u00e4ller datakvalitet och ger p\u00e5litlig rapportering. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\r\n

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\r\n Varf\u00f6r v\u00e4lja Microsoft Dynamics 365 CRM? <\/h2>\r\n <\/header>\r\n \r\n
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\r\n \"Uppt\u00e4ck\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"Microsoft\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"Bento\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"NAB\r\n <\/div>\r\n <\/div>\r\n
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\r\n \"D\u00e4rf\u00f6r\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n
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\r\n Allt samlat \u2013 s\u00e4lj, kundservice och marknad arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"Uppt\u00e4ck\r\n <\/div>\r\n\r\n

\r\n Ett CRM som f\u00f6ljer hela kundresan och ger ett gemensamt gr\u00e4nssnitt f\u00f6r alla kundn\u00e4ra roller. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n S\u00f6ml\u00f6s integration med Microsoft-ekosystemet arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"Microsoft\r\n <\/div>\r\n\r\n

\r\n Teams, Outlook, SharePoint, Power BI och Business Central \u2013 allt fungerar direkt utan speciall\u00f6sningar. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n AI som hj\u00e4lper ist\u00e4llet f\u00f6r att st\u00f6ra arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"Bento\r\n <\/div>\r\n\r\n

\r\n Intelligent assistans i vardagen: prediktioner, leads\u2011po\u00e4ng, automatiska sammanfattningar och rekommendationer. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Flexibel plattform som v\u00e4xer med er arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"NAB\r\n <\/div>\r\n\r\n

\r\n L\u00e4gg till moduler i takt med att behoven \u00f6kar \u2013 utan att byta system. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Stabil s\u00e4kerhet och dataskydd arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"D\u00e4rf\u00f6r\r\n <\/div>\r\n\r\n

\r\n Microsofts s\u00e4kerhetsstandarder g\u00f6r CRM till ett av de tryggaste valen f\u00f6r f\u00f6retag som hanterar kunddata. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n

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\n Vad ing\u00e5r i Dynamics 365 CRM? <\/h2>\n \n

\n CRM\u2011modulerna kan anv\u00e4ndas var f\u00f6r sig eller tillsammans \u2013 helt beroende p\u00e5 f\u00f6retagets behov. <\/p>\n <\/header>\n <\/div>\n<\/section>\n\n\r\n

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Vad ing\u00e5r i Dynamics 365 Sales?<\/h2>\r\n \r\n \r\n
\r\n \r\n Uppt\u00e4ck Sales <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n check_circle<\/i>\r\n Pipeline hantering och prognoser <\/p>\r\n

\r\n check_circle<\/i>\r\n Automatiserad lead hantering <\/p>\r\n

\r\n check_circle<\/i>\r\n M\u00f6tes- och kontaktloggning via Outlook\/Teams <\/p>\r\n

\r\n check_circle<\/i>\r\n AI-f\u00f6rslag f\u00f6r n\u00e4sta steg <\/p>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n

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Vad ing\u00e5r i Dynamics 365 Customer Service?<\/h2>\r\n \r\n \r\n
\r\n \r\n Uppt\u00e4ck Customer Service <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n check_circle<\/i>\r\n Pipeline hantering och prognoser <\/p>\r\n

\r\n check_circle<\/i>\r\n Automatiserad lead hantering <\/p>\r\n

\r\n check_circle<\/i>\r\n M\u00f6tes- och kontaktloggning via Outlook\/Teams <\/p>\r\n

\r\n check_circle<\/i>\r\n AI-f\u00f6rslag f\u00f6r n\u00e4sta steg <\/p>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n

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Vad ing\u00e5r i Dynamics 365 Customer Insights (Marketing)<\/h2>\r\n \r\n \r\n
\r\n \r\n Uppt\u00e4ck Customer Insights <\/a>\r\n <\/div>\r\n <\/div>\r\n
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\r\n check_circle<\/i>\r\n Pipeline hantering och prognoser <\/p>\r\n

\r\n check_circle<\/i>\r\n Automatiserad lead hantering <\/p>\r\n

\r\n check_circle<\/i>\r\n M\u00f6tes- och kontaktloggning via Outlook\/Teams <\/p>\r\n

\r\n check_circle<\/i>\r\n AI-f\u00f6rslag f\u00f6r n\u00e4sta steg <\/p>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\r\n

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\r\n Popul\u00e4ra crm produkter <\/p>\r\n \r\n

\r\n Utforska de olika l\u00f6sningarna i Dynamics 365 CRM <\/h2>\r\n <\/div>\r\n
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\r\n Dynamics 365 Sales <\/h3>\r\n \r\n

\r\n Dynamics 365 Sales \u00e4r byggt f\u00f6r moderna team d\u00e4r datadrivna beslut, automatisering och enhetliga processer \u00e4r avg\u00f6rande. Systemet kombinerar sales force automation, AI\u2011insikter, automatiska aktiviteter och realtidsanalys f\u00f6r att hj\u00e4lpa s\u00e4ljare att l\u00e4gga tiden p\u00e5 r\u00e4tt aff\u00e4rer. <\/p>\r\n \r\n \r\n Utforska sales <\/a>\r\n <\/div>\r\n <\/div>\r\n

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\r\n Dynamics 365 Customer Insights <\/h3>\r\n \r\n

\r\n Med Dynamics 365 Customer Insights f\u00e5r ni en modern marknadsf\u00f6ringsplattform som enhetligg\u00f6r kunddata och driver realtidsbaserade kundresor \u2013 med AI\u2011st\u00f6d via Copilot och en plattform byggd f\u00f6r f\u00f6retag som prioriterar s\u00e4kerhet, styrning och skalbarhet. <\/p>\r\n \r\n \r\n Utforska Customer Insights <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n

\r\n \r\n arrow_left_alt<\/i>\r\n <\/a>\r\n \r\n arrow_right_alt<\/i>\r\n <\/a>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\r\n
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\r\n D\u00e4rf\u00f6r v\u00e4ljer f\u00f6retag NAB som CRM\u2011partner <\/h2>\r\n <\/header>\r\n \r\n
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\r\n Branscherfarenhet och processf\u00f6rst\u00e5else <\/h4>\r\n \r\n

\r\n Vi vet vad som kr\u00e4vs f\u00f6r att f\u00e5 CRM att fungera i praktiken \u2013 inte bara p\u00e5 papper. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Integration till Business Central som standard <\/h4>\r\n \r\n

\r\n Perfekt f\u00f6r f\u00f6retag som vill samla kund- och aff\u00e4rsdata i samma fl\u00f6de. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n St\u00f6d f\u00f6re, under och efter implementation <\/h4>\r\n \r\n

\r\n R\u00e5dgivning, utbildning, support och vidareutveckling ing\u00e5r i partnerskapet. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Fokus p\u00e5 adoption & anv\u00e4ndning <\/h4>\r\n \r\n

\r\n CRM som ingen anv\u00e4nder skapar inget v\u00e4rde \u2013 vi hj\u00e4lper er lyckas l\u00e5ngsiktigt. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n\n\n

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\n \"NAB\n \n \n
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\n Vilket CRM passar dig? <\/p>\n\n

\n Hur st\u00e5r sig Dynamics 365 Sales mot alternativen? <\/h3>\n\n \n <\/span>\n \n J\u00e4mf\u00f6r Sales <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n \n <\/div>\n <\/div>\n \n
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\n <\/p>\n \n

\n B\u00e4ttre kontroll p\u00e5 pipeline, f\u00f6rs\u00e4ljningsprognoser & kortare tid fr\u00e5n lead till aff\u00e4r <\/h3>\n\n <\/header>\n\n
\n \"Microsoft\n <\/div>\n \n <\/div>\n <\/div>\n
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\n \"Microsoft\n \n \n
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\n F\u00f6rv\u00e4ntat resultat <\/p>\n \n

\n H\u00f6gre datakvalitet i hela organisationen, mer automatisering och mindre administrativt arbete <\/h3>\n\n <\/header>\n\n \n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \n \n \n <\/div>\n <\/section>\n\n\n\r\n\r\n
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\r\n L\u00e4r dig mer om Microsofts CRM-plattform <\/h2>\r\n <\/header>\r\n\r\n \r\n
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\r\n \"\"\r\n\r\n
<\/div>\r\n <\/div>\r\n\r\n \r\n

\r\n CRM \u2013 s\u00e5 skapar du struktur, kontroll och tillv\u00e4xt med Microsoft Dynamics CRM <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Dynamics 365 CRM erbjuder en kraftfull l\u00f6sning f\u00f6r att hantera aff\u00e4rsrelationer och effektivisera processer inom f\u00f6rs\u00e4ljning, marknadsf\u00f6ring och kundservice. <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n L\u00e4s mer <\/p>\r\n <\/a> \r\n \r\n

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<\/div>\r\n <\/div>\r\n\r\n \r\n

\r\n Vilka kunder \u00e4r egentligen v\u00e4rda mest? <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Alla kunder \u00e4r inte lika v\u00e4rdefulla \u2014 men i m\u00e5nga f\u00f6retag behandlas de \u00e4nd\u00e5 som om de vore det. Resultatet… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n L\u00e4s mer <\/p>\r\n <\/a> \r\n \r\n

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\r\n Det h\u00e4r bromsar er tillv\u00e4xt (mer \u00e4n ni tror) <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n N\u00e4r s\u00e4lj, marknad och kundteam arbetar i olika system uppst\u00e5r osynliga glapp som bromsar tillv\u00e4xten. Leads tappas, timing missas och… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n L\u00e4s mer <\/p>\r\n <\/a> \r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\n\n\n

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\n Vanliga fr\u00e5gor och svar <\/h2>\n <\/header>\n \n
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\n Hur v\u00e4ljer man r\u00e4tt CRM\u2011system f\u00f6r sitt f\u00f6retag? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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En bra CRM\u2011l\u00f6sning ska vara skalbar, enkel att anv\u00e4nda, integrerbar med dina andra system och st\u00f6dja hela kundresan fr\u00e5n lead till kundservice.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Vad skiljer Microsoft Dynamics 365 fr\u00e5n andra CRM\u2011system? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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Dynamics 365 erbjuder djup integration med Microsoft 365, Business Central, Teams och Power BI samt kraftfull AI som st\u00f6ttar s\u00e4lj och kundservice.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Beh\u00f6ver man anpassa CRM\u2011systemet efter sin verksamhet? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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Ja \u2013 men med Dynamics 365 kan mycket konfigureras utan kod, vilket g\u00f6r det enkelt att anpassa fl\u00f6den, vyer och processer efter era behov.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Hur fungerar integrationen mellan CRM och Business Central? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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Integrationerna \u00e4r f\u00e4rdiga och s\u00f6ml\u00f6sa, vilket inneb\u00e4r att kunddata, aff\u00e4rsdata och ekonomiinformation flyter mellan systemen utan manuellt arbete.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n\n

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\n Vill du veta mer om CRM eller \u00e4r du redo att komma ig\u00e5ng? <\/h2>\n \n

\n NAB Solutions \u00e4r specialister p\u00e5 Microsoft Dynamics 365 CRM \u2013 vi kombinerar djup kompetens med f\u00e4rdiga, resultatinriktade uppl\u00e4gg som snabbt skapar aff\u00e4rsv\u00e4rde. H\u00f6r av dig om du vill veta mer! <\/p>\n \n \n Kontakta oss <\/a>\n \n <\/header>\n\n <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"

N\u00e4r ni j\u00e4mf\u00f6r CRM\u2011alternativ handlar det om att hitta en l\u00f6sning som \u00e4r anv\u00e4ndarv\u00e4nlig, skalbar och integrerad med resten av er verksamhet. Dynamics 365 CRM \u00e4r utvecklat f\u00f6r f\u00f6retag som vill arbeta datadrivet, effektivt och smart \u2013 med Microsofts s\u00e4kerhet och ekosystem i ryggen.<\/p>\n","protected":false},"author":4,"featured_media":2559,"parent":15,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"tags":[133],"folder":[16],"class_list":["post-2710","page","type-page","status-publish","has-post-thumbnail","hentry","tag-consideration"],"acf":[],"yoast_head":"\nV\u00e4lj r\u00e4tt CRM - NAB Solutions<\/title>\n<meta name=\"description\" content=\"N\u00e4r ni j\u00e4mf\u00f6r CRM\u2011alternativ handlar det om att hitta en l\u00f6sning som \u00e4r anv\u00e4ndarv\u00e4nlig, skalbar och integrerad med resten av er verksamhet.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nabsolutions.com\/se\/crm\/valj-ratt-crm\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"V\u00e4lj r\u00e4tt CRM - 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