Month: July 2023

Hello all, currently working for a small mortgage brokerage. Looking for alternatives to organize all leads. Monday.com is the CRM we are using but I feel as though we …

Build a digital finance department  that can move in real time Aptitude Software Dynamics 365 Finance and Operations Dynamics AX Dynamics GP Accounting Banking Data Integration Enterprise Architecture Financial …

You can set up email campaigns in your CRM to Leads, Contacts, or any Custom Entity! It works with Power Apps too!! https://www.crmsoftwareblog.com/wp-content/uploads/Entities.mp4 Transcript This is Steve Pestillo from …

8 key data considerations for CFOs and their teams as they work to deliver a digital finance function and step into their expanded roles Aptitude Software Finance and Operations …

We are thrilled to bring you the next issue of The Digital CFO Magazine featuring articles from fellow finance and technology experts at leading organizations Aptitude Software Dynamics 365 …

    If you often find yourself sending emails from Dynamics that require attachments, you are likely familiar with the pain points of this process. It requires multiple clicks, …

In the dynamic sales world, staying ahead of the game requires a CRM software solution that continuously evolves to meet your needs. At Nimble, we are dedicated to empowering …

Learn Formpipe's Lasernet software helped Abilene Machine to create, modify and distribute personalized documents to their customers after migrating to Microsoft Dynamics 365 Business Central Formpipe Software Dynamics 365 …

*Edit: I realized I can do templates within Gmail. So that part is solved. I am a freelance photographer and I was using Hubspot because it was free and …

  Many companies are awash with data, but they have no overarching strategy to manage that data across the enterprise. Instead, each department accesses the information that concerns them …