Tag: HK CRM
In today’s digital landscape, a website is often the first point of contact between a business and its potential customers. With such high stakes, it’s no surprise that businesses …
The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related queue item details directly within the …
Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form table for customization, here we …
https://www.crmsoftwareblog.com/wp-content/uploads/Custom-Lead-Qualification-Process-1.mp4 In today’s fast-paced digital landscape, effective lead qualification is essential for converting prospects into loyal customers. In this article, we explore how one of our clients has successfully …
The 2024 Release Wave 2 for Dynamics 365 Customer Service introduces several key updates designed to improve both agent efficiency and customer experience. These updates focus on streamlining workflows, …
In the fast-paced world of real estate, effective lead follow-up is crucial to securing clients and closing deals. Whether you’re a seasoned real estate agent or just starting out, …
If you are in the market for a Zoho CRM alternative and comparing Nimble and Zoho CRM, this post is for you. Zoho CRM has gained popularity for its …
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 …