Tag: SME HK

…and which is best for your business? Welcome to CRM 101, your introductory course to customer relationship management software and its many features, benefits, best practices, and pitfalls. In …

Many teams find themselves bogged down by compliance tasks – a necessary evil that often feels like a thankless drain on resources and morale. This work, frequently involving meticulous …

High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it …

Below is our final Power Automate Cloud Flow which uses the HTTP request trigger followed by Response action. The Allows Users = Specific users in my tenant option ensures …

If you haven’t already, you will likely soon see firsthand how Artificial Intelligence (AI) is revolutionizing the way businesses operate. Leading the pack is Microsoft Copilot. With great success, …

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case.mp4 In this short miniseries, I’ll walk you through a custom customer service module we created for one of our larger clients in the metals industry. This module is …

The 10th UK Lumenia Consulting ERP HEADtoHEAD™ event returns to the DoubleTree by Hilton, Milton Keynes on 02-03 April. The unique format of the event brings together the leading …

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, …

Running a business is challenging, but outdated systems shouldn’t add to your stress. Yet, for many organizations, legacy systems create inefficiencies, drive up costs, and hinder growth. If your …

As the recruitment industry enters another year, winning new business is once again top of mind for agencies large and small. Faced with tight markets and margin pressure, recruitment …