Tag: SME HK
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! …