Tag: 科技劵顧問
Finding the right data in Dynamics 365 Sales just got easier with Natual Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve …
https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Plant-Claim.mp4 In our previous video, we walked through the process of creating a Vendor Claim Request to recover costs from suppliers when product issues arise. But what if the …
Upgrading to a modern cloud-based ERP system is a pivotal move for businesses aiming to enhance efficiency, scalability, and competitiveness. However, this transition requires careful consideration of several key …
Between shifting market dynamics, emerging technology, and changing client expectations, the future of recruitment remains uncertain, and growth can be hard to come by. Recruitment agencies looking not just …
Bank reconciliation is an important accounting procedure that synchronizes a company’s account books and bank statements. It helps companies identify differences, detect fraud, and maintain accurate financial accounts. However, …
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics …
A compelling sales pitch is essential for closing deals in the website development industry. With businesses constantly seeking ways to enhance their online presence, a well-crafted pitch can set …
At Nimble, our customers aren’t just part of our story—they are the story. From small businesses making a big impact to entrepreneurs changing the game, we’re constantly inspired by …
Small and medium-sized businesses (SMBs) face the constant challenge of driving revenue growth while optimizing operational efficiency. For many, the key to overcoming these challenges lies in leveraging modern …
Strengthening Client Relationships with CRM for Wealth Management Firms Wealth management is more than just managing clients’ investment portfolios and providing strategic investment advice. It’s about building long-term client …