Month: May 2024
Hello Everyone, Today I am going to share my experience on the Anywhere365 Solution which is useful for Omnichannel Feature implementation on Dynamics 365 Customer Service and Microsoft Teams. …
I run a consultantcy in the UK. At the moment I use Xero, Stripe and Excel along with our email account. I have 5 consultants who work with our …
For finance executives in the insurance sector, the transition from IFRS 4 to IFRS 17 presents both challenges and opportunities. This blog post serves as a comprehensive guide to …
We looked at 15+ systems including the personal CRM space. We liked Folk and Attio best mainly because of their Notion-like feel, ability to extend, APIs, import/export functions and …
Hello! before switching to Pipedrive and Aircall, my old CRM was very similar to GoHighLevel. I had sms, email, and voicemail campaigns when prospects went into different stages. Pipedrive …
Hello Everyone, Today I am going to show how to make connection to the customer voice app and give permission to use the Dynamics 365 Customer Voice in the …
Hey gang, My small company (Manufacturing Building Materials & Construction Subcontracting, USA based) recently started using a CRM. I've been working on importing data into the CRM from our …
Hey there guys! My company uses Salesforce Marketing Cloud and we manually back up emails by viewing the email in source, saving it as HTML and then adding the …
My organization recently switched from Network for Good ("NFG", now owned by Bonterra) to Bloomerang. Bloomerang has been incredible in the transition, with a ton of friendly human and …
Hello Everyone, Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales. Let’s get’s started. Yes …