Tag: Customer Relationship Management

High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it …

Below is our final Power Automate Cloud Flow which uses the HTTP request trigger followed by Response action. The Allows Users = Specific users in my tenant option ensures …

If you haven’t already, you will likely soon see firsthand how Artificial Intelligence (AI) is revolutionizing the way businesses operate. Leading the pack is Microsoft Copilot. With great success, …

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case.mp4 In this short miniseries, I’ll walk you through a custom customer service module we created for one of our larger clients in the metals industry. This module is …

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, …

As the recruitment industry enters another year, winning new business is once again top of mind for agencies large and small. Faced with tight markets and margin pressure, recruitment …

Jane, a sales manager at a growing e-commerce company, was feeling stressed. During a discussion with the Sales Admin, she shared her recent struggles while updating multiple records in …

In one of our previous blog, we explored how to add and subtract dates using Date Time functions in Power Automate. This blog will demonstrate how to achieve the …

In this capitalistic operational environment, monetization is the motive behind every action. However, there are some communities that do not share the same objective, whose motive is to work …

Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides—75% of data breaches linked to document sharing …