Tag: Customer Relationship Management
“Every step toward efficiency is a step toward success.” At Maplytics, we believe that innovation is not a choice but a continuous journey. Businesses thrive when they optimize their …
When deploying solutions in the Microsoft Dynamics 365 Power Apps maker portal from non-production to production, it can often feel like you are navigating a complex maze of configurations, …
https://www.crmsoftwareblog.com/wp-content/uploads/Entering-and-Assigning-Tasks-to-a-Case.mp4 Handling customer claims in the metals industry requires more than just tracking issues—it demands an organized approach to task management. In our latest video, we explore how our …
At Technology Management Concepts (TMC), we have dedicated over three decades to helping businesses streamline processes, maximize productivity, and unlock growth potential through Microsoft cloud solutions. Our success is …
It’s that time of year again! The 2024 Wave 2 release for Dynamics 365 Customer Service is here with a host of new updates and features to help your …
As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to …
Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must …
Imagine there was an easier way to provide tailored customer experiences without the extra work? Fortunately, these are exactly the kind of capabilities and updates that Microsoft has been …
What if your AI investments could do more than save a few minutes a day—they could drive measurable revenue growth? At congruentX, we believe AI should be more than …
Digital marketing services thrive on a well-constructed sales funnel. A sales funnel ensures potential clients are guided smoothly through the buying process, transforming visitors into loyal customers. A well-designed …