Month: April 2024
This new feature allows associating an activity record with multiple related records or related parties. For E.g. we might want to associate an email with multiple cases, or with …
Hello! I'm looking for recommendations for a CRM for my consulting firm. There are currently 4 of us, and we basically streamline and automate the completion of benefits applications …
Hello, I am looking for some recommendations on which CRM would be best for our small business. We make high end concrete pieces and also do seamless overlays for …
If you are looking for a new ERP or accounting system for your business, you might feel overwhelmed by the number of options available in the market. How do …
Basically Title. Looking to understand what types of companies typically use CRM software and at what stage they implement it. submitted by /u/mayet0313
Hello Everyone, Today i am going to share my thoughts on the advanced bot protection for integrity of data on customer insights. Let’s get’s started. Advanced bot protection is …
When selecting a CRM platform for your recruitment agency, it’s important to select one that has an easy enough interface, offers sufficient customization, and ideally, email and browser extensions …
AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make …
I work with a team of sales agents who are protective of sharing who their customers are (to their contemporary colleagues) due to the client poaching nature of the …
Streak is getting rid of its free and solo plans – so my only option is a $49/mo plan if I stick with them. I like their functionality, but …