Tag: HK CRM
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 …
You can’t get through the day without seeing, hearing, using, or being affected by artificial intelligence. AI has been a part of our lives behind the scenes for a …
Inogic’s Kanban Board for Dynamics 365 CRM has introduced two new features that significantly improve productivity and workflow efficiency: Open Record in a New Window and Row Grouping on …
Integrating Mailchimp with CRM is one of the best ways to unite your marketing and sales efforts and one of the most popular outbound marketing strategy of businesses worldwide! …