Tag: Hong Kong SME
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 …
We are a service business that does operations locally. We primarily run ads through Meta and get most of our leads through Instagram & Facebook messages along with Webform …
Hi there! I'm looking for help migrating customer data, including contacts, activities, and notes, from ACT! to Hubspot and getting set up with a basic Sales hub. I'm feeling …
Discover how the revenue architecture Bow Tie model enhances customer retention and drives sustainable growth. Author: congruentX If you’re pouring more and more into your sales funnel and not …
Hi everyone, We are a film production company with a large network of clients, freelancers, and agencies. Currently, we use BusyContacts integrated with a CardDAV server hosted on our …
As businesses increasingly rely on Dynamics 365 Customer Engagement (CE) and Power Platform to manage their customer base and daily operations, managing data storage becomes crucial. With the …
In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now …