Tag: Hong Kong SME
Finding the right data in Dynamics 365 Sales just got easier with Natual Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve …
https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Plant-Claim.mp4 In our previous video, we walked through the process of creating a Vendor Claim Request to recover costs from suppliers when product issues arise. But what if the …
Upgrading to a modern cloud-based ERP system is a pivotal move for businesses aiming to enhance efficiency, scalability, and competitiveness. However, this transition requires careful consideration of several key …
Between shifting market dynamics, emerging technology, and changing client expectations, the future of recruitment remains uncertain, and growth can be hard to come by. Recruitment agencies looking not just …
Bank reconciliation is an important accounting procedure that synchronizes a company’s account books and bank statements. It helps companies identify differences, detect fraud, and maintain accurate financial accounts. However, …
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics …
A compelling sales pitch is essential for closing deals in the website development industry. With businesses constantly seeking ways to enhance their online presence, a well-crafted pitch can set …
At Nimble, our customers aren’t just part of our story—they are the story. From small businesses making a big impact to entrepreneurs changing the game, we’re constantly inspired by …
Small and medium-sized businesses (SMBs) face the constant challenge of driving revenue growth while optimizing operational efficiency. For many, the key to overcoming these challenges lies in leveraging modern …
Strengthening Client Relationships with CRM for Wealth Management Firms Wealth management is more than just managing clients’ investment portfolios and providing strategic investment advice. It’s about building long-term client …