Month: January 2023
Enterprise Bank decided it was time to replace an older CRM system Sikich Dynamics 365 Customer Engagement Dynamics CRM Power platform Power BI Customer Experience (CX) Customer Relationship Mgmt …
Customers rated Sage Intacct #1 in customer satisfaction for the 9th year in a row, in the newly released G2 Winter 2023 Reports. Sage Intacct soared to great heights …
Hello, I have a big experience in helping people to implement CRM systems and software in general and it always surprises me that sometimes I have to almost "beg" …
Overview We recently got a requirement from one of our clients whose company is a support based-company. Whenever the emails are received in their CRM using flow, they convert …
Hey! I'm working on something new that could potentially allow you to integrate multiple CRMs in your products much faster for your users, thus saving you $$$. I'd love …
Recently we had a requirement to implement an approval workflow when a document is added to a SharePoint library. Below is how we can implement it. Details – Trigger …
Hi Everyone, I am looking to use a CRM for a small consulting company and was wondering if I can get your advice between the following: Salesforce Essentials, Hubspot, …
Explore how law firms can maximize the power of Microsoft’s collaboration solutions to be more efficient and effective sa.global Integration Internet of Things (IoT) Security Storage Hybrid Legal Collaborative …
Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program emfluence Dynamics 365 Customer Engagement Dynamics CRM …
CollegeSource, which delivers tech solutions for higher education, is realizing impressive gains in efficiency and visibility by modernizing its finance tech stack. It’s a big turnaround from the days when …