Tag: Hong Kong SME

We’ve a minuscule business that wants to use VRM for – Membership expiry A workflow – Lead generation Content capture Payment collection Content publishing Wait till expiry Give WhatsApp …

The hospitality industry is experiencing a boom, with travel demand surging after years of pandemic restrictions. However, a significant challenge threatens to dampen this optimism: a critical shortage of …

Have you ever considered that your business data has a location aspect that can help you plan better strategies and boost productivity? In today’s competitive business landscape, leveraging locational …

Curious to learn from the marketplace: what are your biggest challenges when implementing CRMs? What are the biggest challenges to those tools being successful and getting the ROI that …

Big ask, for little $ Leads management (triage of multiple people working the same company) Customer management (including document management (with authenticatable digital signatures?), documents with fields for (company …

Here’s a guide with a handy list of essential Microsoft 365 portals. These are all meant for end users and include the corresponding links to save time (and frustration!). …

Small nonprofits often face unique challenges in managing their operations and engaging with their donors, volunteers, and beneficiaries. Implementing a Customer Relationship Management (CRM) system can significantly enhance these …

I am currently looking to integrate Zoho CRM with a data enrichment tool that can automatically update lead information with address, phone numbers, email addresses, and Google reviews and …

In capital markets, customer intelligence (CI) is essential for understanding client behavior and making informed investment decisions. However, acquiring CI can be challenging due to data silos, inconsistent sources, …

Hello Everyone, Today I am going to share my thoughts on building custom reports using Microsoft Fabric Integration on Dynamics 365 Customer Insights. Let’s get’s started. In Dynamics 365 …