Month: January 2022

One of the most respected economists of our time, John Kenneth Galbraith, once said, “The only function of economic forecasting is to make astrology look respectable.” Well, let’s hope …

I am self-employed and need help getting more organized and keeping up with clients more effectively. Below is a list of what I am looking for in a CRM …

The setting – AlwaysMoveRecordToOwnerBusinessUnit allows us to move a user to another business unit without moving all his owned records to that unit. This makes sure that other users …

In today's business world data has become the most important asset for practically every organization. If your customer database is left idle for a long time, the information becomes …

For many startups, QuickBooks is usually the obvious first choice because it’s known for being simple, affordable and good enough till your transactions cross a certain threshold. If your …

I know these exist, but what are they called and can you give me some examples? Again I'm asking about software that aggregate phone calls, texts and emails to …

So your organization has been growing quickly and at it’s finally time to get serious about integrating your CRM and marketing automation platforms. It’s a smart move! Sales and …

Equipping your company with the right marketing automation tools is a must in this day and age emfluence Dynamics 365 Customer Engagement Dynamics CRM Dynamics Marketing Power platform Email …

Cloud software has enabled more NGOs to take advantage of advanced technologies without the expense of new infrastructure or additional IT staff. That also means NGOs can benefit from …

When we change the user’s business unit, all the current security roles of the users are removed and we need to assign the roles again to the user. This …