Month: July 2024
Big ask, for little $ Leads management (triage of multiple people working the same company) Customer management (including document management (with authenticatable digital signatures?), documents with fields for (company …
Here’s a guide with a handy list of essential Microsoft 365 portals. These are all meant for end users and include the corresponding links to save time (and frustration!). …
Small nonprofits often face unique challenges in managing their operations and engaging with their donors, volunteers, and beneficiaries. Implementing a Customer Relationship Management (CRM) system can significantly enhance these …
I am currently looking to integrate Zoho CRM with a data enrichment tool that can automatically update lead information with address, phone numbers, email addresses, and Google reviews and …
In capital markets, customer intelligence (CI) is essential for understanding client behavior and making informed investment decisions. However, acquiring CI can be challenging due to data silos, inconsistent sources, …
Hello Everyone, Today I am going to share my thoughts on building custom reports using Microsoft Fabric Integration on Dynamics 365 Customer Insights. Let’s get’s started. In Dynamics 365 …
We are a service business that does operations locally. We primarily run ads through Meta and get most of our leads through Instagram & Facebook messages along with Webform …
Hi there! I'm looking for help migrating customer data, including contacts, activities, and notes, from ACT! to Hubspot and getting set up with a basic Sales hub. I'm feeling …
Discover how the revenue architecture Bow Tie model enhances customer retention and drives sustainable growth. Author: congruentX If you’re pouring more and more into your sales funnel and not …
Hi everyone, We are a film production company with a large network of clients, freelancers, and agencies. Currently, we use BusyContacts integrated with a CardDAV server hosted on our …