Month: May 2024
Creating effective sales training role play scenarios is crucial for recruiters to hone their skills, assess candidates accurately, and ensure a fit between the potential employee and the company …
A guide to understanding the importance of people, processes, and culture in CRM adoption. Author: Mike Hauck Introduction Customer relationship management (CRM) systems are powerful tools that can help …
Hello Everyone, Today I am going to share my thoughts about to allow sellers to track performance with out of box forecasting on Dynamics 365 Sales. Let’s get’s started. …
I'm in the process of building a website for a non-profit that supports local youth athletics. We're going to sell merch, camp sign-ups, and sponsorships on the site. Ideally, …
Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click of a mouse. https://www.crmsoftwareblog.com/wp-content/uploads/Following-a-Record.mp4 Transcript This is Steve Pestillo from P2 Automation. There …
To connect Power BI to Dynamics 365 Business Central and create your first dashboard, follow these steps: Open Power BI Desktop: If you haven’t already, download and install Power …
Hello! We are a Non Profit focused in client relationships, auctions, and donations. We need a all in one CRM that can track the Auction Items and be able …
The SharePoint connector for Power Automate provides a wide range of actions for accessing and modifying SharePoint items. But, did you know you can use Power Automate …
Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and …
Hi everyone, I'm looking to dive into Customer Relationship Management (CRM) and would love some guidance on where to start. I'm based in Norway, so resources in either English …