Tag: Customer Relationship Management
In Microsoft Dynamics 365, plugins and workflows are powerful tools for automating business processes and logic. These automations can be synchronous (sync) or asynchronous (async) and are typically designed …
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 …
Running a business takes more than a strong idea; it requires a clear, actionable plan. Planning is the backbone of the business lifecycle, yet are we giving it the …
We’re excited to introduce the new Message Thread View, making it easier than ever to access and review all emails in a conversation thread with a single click. Now, …
This tutorial is meant to help streamline user access to specific pages within Canvas Apps when sending a link via email to view a particular record. Deep linking in …
A stored procedure in SQL is a pre-defined collection of SQL commands stored within the database, optimized to enhance execution efficiency and support consistent reuse across applications. It can …
How CX Pulse transforms your CRM from a cost center to a growth driver. Did you know that most companies believe traditional managed services are enough to drive CRM …
Effective lead management is one of the key drivers for success in any digital marketing agency. With numerous leads entering the funnel daily, agencies must ensure that they are …
Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to …
Professionals face the tough challenge of meeting customer expectations on live chat while juggling CRM tasks. Website visitors expect instant replies, and any delay can mean lost sales. …