Category: CRM News

Have you ever wondered how you can boost your lead conversion rates with a tool your team already uses every day? The answer might be simpler than you think: …

Accurate sales forecasting is essential for any organization striving to stay competitive and grow. Yet, many businesses struggle with it due to data silos, lack of real-time insights, and …

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case-from-Outlook.mp4 Managing customer issues efficiently starts with capturing them the right way. When a customer emails about a quality issue or order problem, turning that email into a case …

In this blog, we’ll be diving into one of the most exciting features introduced in the Microsoft Dynamics 365 Wave 1 2025 release — the View Setting Feature. This …

AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics …

Hello Everyone, Today I am going to share my thoughts on delivering common experience to multiple audiences with single journey. Let’s get’s started. To deliver a common experience to …

A New Dynamic client recently faced challenges with their help desk system and Dynamics 365. Users were struggling to find solutions, which lead to excessive ticket submissions. The client …

Email sequences are one of the most powerful tools in Customer Relationship Management (CRM) systems. They allow businesses to nurture leads, maintain relationships with customers, and improve conversion rates. …

Hello Everyone, Today i am going to share my thoughts on how to personalize messages and make journey decisions based on web interactions. Let’s get’s started. Let’s see an …

What If You Could Manage Your Work in a Way That’s Simple, Agile, and 100% Focused on What Matters Most? Take a second to think about your current CRM …