Stop issuing RFPs for CRM projects. Do this instead.
Stop issuing RFPs for CRM projects. Do this instead. As IT developers, you understand that a well-architected CRM solution is the backbone of a scalable and efficient business operation. …
Category: CRM News
Best Practices of Pipeline Management for Small Business
Pipeline management is the backbone of any successful small business sales operation. When properly implemented, it transforms chaotic sales activities into a structured, predictable process that drives revenue growth. …
Best Practices of Contact Segmentation for Small Business in CRM
Effective contact segmentation is a game-changer for small businesses leveraging their CRM systems. As customer data continues to grow in importance, the ability to properly segment and target different …
How to Add a Model-Driven App Chart to a Power Pages Portal using Liquid Code
Integrating charts from a model-driven app into a Power Pages portal can enhance data visualization and improve user experience by providing real-time insights directly within the portal. In this …
Best Practices of Email Marketing Personalization in CRM for Small Business
In the age of digital marketing, personalization is no longer a luxury; it’s a necessity. Small businesses, in particular, can leverage email marketing personalization within their Customer Relationship Management …
[Video] Customer Service in the Metals Industry – Part VII
https://www.crmsoftwareblog.com/wp-content/uploads/Service-Case-Approval-Process.mp4 Managing customer service cases in the metals industry involves multiple steps—from logging the initial issue to tracking claims and assigning tasks. But one of the most critical stages …
{Do you know} Create an event portal on your own website in Dynamics 365 Customer Insights
Hello Everyone, Today I am going to share my thoughts on creating an event portal on your own website in Dynamics 365 Customer Insights. Let’s get’s started. Creating an …
Building Smarter Cities with Location Intelligence and Integrated Maps
Around the world, cities are racing to lead the future of urban development, embracing cutting-edge technologies to become smarter, more sustainable, and highly efficient. Countries like Canada, the U.S., …
Catapult Joins Forces with Cosmos Forms to Deliver Streamlined, Mobile-First Dynamics 365 CRM Field Service Solutions
We’re thrilled to announce a strategic collaboration between Catapult and Cosmos Forms that will change the way businesses manage their field service operations going forward. By combining our expertise …
{Do you know} Accelerate journey creation using journey templates on Dynamics 365 Customer Insights
Hello Everyone, Today I am going to share my thoughts on the accelerate journey creation using journey templates on Dynamics 365 Customer Insights. Let’s get’s started. In Dynamics 365 …