Category: CRM News
Meet Jack, a customer service representative working at a B2B company. He often finds himself too busy and stressed under a constant stream of cases, customer chats, and follow-ups. …
Email follow-ups are a critical component of lead management for small businesses. The right follow-up strategy can make the difference between losing a prospect and closing a sale. A …
Hello Everyone, Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights. Let’s get’s started. In …
Effective contact management is crucial for small businesses looking to build strong customer relationships, improve sales efficiency, and enhance overall business operations. A Customer Relationship Management (CRM) system plays …
Hello Everyone, Today I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights. Let’s get’s started. Dynamics …
Many businesses struggle with identifying which leads to prioritize, leading to wasted time and resources on unqualified prospects. This is where CRM (Customer Relationship Management) systems come in, offering …
Without granular, policy-based access controls, there is no way to enforce PoLP, leading to overexposed data, increased cybersecurity risk, and potential compliance violations, particularly when handling Controlled Unclassified Information …
Hello Everyone, Today I am going to share my thoughts on maximizing the event capacity with waitlist registration in Dynamics 365 Customer Insights. Let’s get’s started. The Waitlist Registration …
Hello Everyone, Today I am going to share my thoughts on creating the event portals with event and registration details using Power Pages in Dynamics 365 Customer Insights. Let’s …
Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data for repeat orders, pricing templates, or customer …