Month: March 2024
Struggling to settle on the best ERP for your growing business? Meet Acumatica Small Business Edition. It’s more than just an ERP. It delivers insights, automates workflows, and empowers …
In sales and marketing, we often say, “Out with the old, in with the new.” But what about those old leads that haven’t become customers yet? With spring …
Hi Everyone! I work for a small business (surf camp), and as we grew, we realized we needed to figure out how many leads who contacted us or we …
Hello Everyone, Today I am going to share my thoughts on new preview feature using Copilot take campaigns from concept to launch. Let’s get’s started. Copilot in Customer Insights …
Hello, Our CRM system is homegrown (it has been built by many people over years), based on SAP ERP (from 2008) Web UI, with Fiori riding on top (same …
Hi Guys, Wondering if anyone could help… Use Hubspot currently to manage a client base of existing clients and use the conversation functionality for shared inboxes, with SLAs and …
Hello Everyone, Today I am going to share my thoughts on reaching customers quickly with 10x increased throughput. Let’s get’s started. In an increasingly digital and interconnected world, businesses …
You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you …
Hello Everyone, Today I am going to share my thoughts on collect extra customer information without creating custom attributes. Let’s get’s started. In Dynamics 365 Customer Insights, you can …
I've tried doing my research online but can't find much specific to QB Enterprise. Does anybody here use QB Enterprise along with their CRM? If so, what CRM do …