Tag: HK CRM
Connecting Mailchimp with your CRM is a powerful way to align your marketing and sales efforts and a widely adopted outbound marketing approach for businesses globally! By consolidating insights …
As October comes to a close, it is the perfect time for TRGers to reflect on our experiences from the past month. Here’s a look at some highlights that …
insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, launched insightsoftware Reporting for Workday. Establishing a live connection with Workday enables finance teams to speed up …
Choosing CRM software can be tricky, especially with many options offering “free” plans. Once you start exploring the list of features and their limitations, you quickly discover that these …
Manage Companies and Branches in Acumatica with the multi-entity configuration where one instance represents different business units. Have a look at their structural design. Companies Companies are the highest …
Effective sales pipeline management is crucial for any business looking to maintain a steady flow of deals and ensure sustainable growth. It allows sales teams to track prospects, prioritize …
A Comprehensive Approach: Embracing AGILE Methodology for CRM Implementation Success Our Purely CRM, within Endeavour Solutions (100+ consultants across Canada) is dedicated to the AGILE methodology, guiding clients to …
While flying to sunny San Antonio, Texas to attend the Microsoft Dynamics Community Summit 2024, I began thinking about which sessions to attend over the next 3 days. I …
Prioritizing the right leads and opportunities is essential for driving sales growth. With the integration of AI scoring in Dynamics 365, sales teams can now make smarter, data-driven decisions. …
Taking on the task of deploying a new Enterprise Resource Planning (ERP) system, like Dynamics 365 Busines Central, is no small feat for any company. Whether you’re migrating from …