Tag: Customer Relationship Management
Inogic is recognized for consistently upgrading its solutions to enhance CRM performance and meet evolving industry demands. This time, our focus is on addressing key needs in file management. …
In today’s dynamic market landscape, mastering the conversion stage of the customer journey is essential for businesses aiming to build lasting relationships with their clientele. This phase represents a …
We all know that CRM can perform a lot of fancy functions and automations that do a lot for our business. However, today we’re going to be focusing on …
Rachel Lowenstein here with part my Microsoft Power Apps Portal Pages How To Series. This series looks at how to display an Entity List using Fetch XML and Liquid …
This blog is part of our “AI in action” series, where we’ll dive into specific use cases for how AI can impact each part of the recruitment process. For …
Microsoft Dataverse offers low-code plug-ins to simplify the creation and management of event-driven workflows. Unlike traditional plug-ins that require custom .NET code and manual registration, low-code plug-ins are managed …
As a business owner or professional, your time is already stretched thin. Managing daily operations, meeting client needs, and focusing on growth leave little room for diving into complex …
Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the …
Managing client relationships and maintaining financial records efficiently are the core tasks of a bookkeeper. While many bookkeepers focus on using accounting software, a Customer Relationship Management (CRM) system …
The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute …