For every 50 leads that enter your pipeline, how many get stuck or get out entirely due to friction in the onboarding process? Chances are, quite a few.  Nearly two-thirds of customers say that onboarding – the level of support they’re likely to receive post-sale – is a big part... Read more »

Choosing the best CRM for your small business in Australia can streamline your operations, improve customer relationships, and drive growth. This article explores the top CRM options available, key features to look for, and how these tools can boost productivity and profitability. Key Takeaways: Look for scalability, ease of use,... Read more »

In today’s rapidly evolving business landscape, startups face immense challenges and competition. To thrive and scale efficiently, these burgeoning companies must excel in managing their most valuable asset—customer relationships. This is where Customer Relationship Management (CRM) software platforms become indispensable. A CRM does more than just store contact information; it... Read more »

Small businesses can’t survive if they don’t nurture their customer relationships. But as your small business continues to grow, it may become difficult to maintain high standards while managing contacts and providing a tailored experience to each customer. If this is a struggle you’re currently going through, it may be... Read more »

In today’s competitive business landscape, managing customer relationships efficiently is pivotal for small business growth and sustainability. This article delves into the realm of Customer Relationship Management (CRM) systems, shedding light on why they are indispensable for small businesses. From exploring the key features to consider when selecting a CRM,... Read more »

In this article, we’ll dive into the transformative power of integrating a Customer Relationship Management (CRM) tool with Facebook, highlighting its potential to revolutionize your sales and marketing strategies. We’ll explore the top CRM systems that offer seamless Facebook integration, discussing their unique features and benefits, and how they can... Read more »

Customer Relationship Management (CRM) systems have become essential tools for managing interactions with potential and existing customers. A CRM system enables organizations to streamline processes, build customer relationships, improve customer service, and increase profitability. One of the most valuable features of a modern CRM system is its ability to integrate... Read more »

LinkedIn is quickly becoming one of the most popular and effective platforms for businesses to reach their target customers and grow their network. As a result, more and more companies are taking advantage of LinkedIn’s capabilities and integrating them into their sales process. For companies looking to integrate their CRM... Read more »

Verslui pasirinkti tinkamą klientų valdymo sistemą (CRM) yra itin svarbu, siekiančiam pagerinti santykių su klientais valdymą ir optimizuoti veiklos procesus. Tinkama CRM sistema ne tik didina efektyvumą, bet ir prisideda prie ilgalaikio verslo augimo. Kadangi rinkoje yra daugybė CRM sprendimų, svarbu pasirinkti tokį, kuris geriausiai atitinka jūsų verslo poreikius. Šiame... Read more »

1. Introduction 1.1 This agreement re processing of personal data (the “Data Processor Agreement”) regulates Commence Corporation’s (the “Data Processor”) processing of personal data on behalf of the client (the “Data Controller”) and is attached as an addendum to the Service Level Agreement or EULA in which the parties have... Read more »

How important is it to implement lead tracking software? “It is critical” says Larry Caretsky, president of Commence Corporation, a provider of CRM software for lead tracking and sales pipeline management. “Many of the sales executives I talk with are frustrated with the accuracy of their monthly and quarterly sales... Read more »

Let’s face it. Marketing is critical to the health of your business. If you are not generating revenue, it can be difficult to remain in business and if you are expecting growth well forget about it. Despite this, many executives of smaller businesses see marketing as an expense that never... Read more »

By Larry Caretsky CEO, Commence Corporation CRM software has been around for 20 years, and at this point people are tired of hearing about it. It is often viewed as a commodity; just a tool differentiated primarily by price and a few unique features that may or may not be... Read more »

Commence CRM has been featured on MSN.com as one of the Top 7 CRM Solution Providers for Businesses in 2024 | Best in Customization and Affordability. Below is an excerpt and link to the original post: In 2024 finding the right CRM (Customer Relationship Management) solution is more important than... Read more »

Spring 2024 – FeaturedCustomers has identified Commence CRM as a rising star in the CRM sector. This award is based on the quality of the product, its robust functionality and customer testimonials. Commence CRM is ideal for small to mid-size businesses that require more functionality and customizability than is offered... Read more »

Adding new reports to its database, Orbisresearch.com has published “Ticket Management System Industry Forecast to 2031.” This report serves as a valuable resource for stakeholders, providing a holistic understanding of the Ticket Management System market landscape and guiding strategic decision-making processes in an ever-evolving business environment. In the ever-evolving landscape... Read more »

Over my career as a sales expert, I’ve personally and contractually worked with over 500 sales organizations. I’ve learned some things. Here’s one: Very few chief sales officers have a good handle on the economics of the sales force. And very few entrepreneurs think about the economics of a sales... Read more »

The recent proliferation of AI (Artificial Intelligence) has surfaced a lingering issue: If we can create software to increase the capabilities of a computer, can we not create software to increase the capabilities of the greatest computer we know of – our minds? Let’s drill deeply into this. The post... Read more »

In Dataverse, solution dependencies are a vital aspect of managing and deploying applications. Dependencies ensure that required components are present for a solution to work seamlessly across environments. However, with complex solutions, understanding and managing these dependencies can become overwhelming. The updated dependencies page is designed to simplify dependency management... Read more »

Using the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas in Power Apps. To enable it, navigate to switch on – Settings >> Updates >> Preview >> Copilot for formulas Here in the sample app below, we are... Read more »

Field Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL Server data source. It analyzes the schema of the table selected and recommends up to 10 fields that also include a maximum of 10 required fields of that... Read more »

To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview) With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button... Read more »

The new Allocate Capacity feature allows administrators to manage and optimize storage allocation across different environments. It allows administrators to strategically distribute available storage among the Dataverse environments based on each environment’s unique needs ensuring each has the right amount of storage to maintain performance and avoid service interruptions. Navigate... Read more »

Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open the Form table for customization, here we need to add the field to below 2 forms. Starting with the Form Settings form, drag the field to the form.... Read more »

Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow. As we can see the lookup shows the Recent records there. Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it. To... Read more »

Recently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365. We had mapped the primary field for deletion and the package was also showing success. However back in our CRM / Sales Hub app, we saw that none of the records... Read more »

Suppose we have the following fields in the form as well as in the business process flow stage for the lead. And let us apply the below JavaScript on the form load. On opening the lead form below is the result we get. formContext. getControl(“leadqualitycode”).setVisible(true); Sets the Rating field visible... Read more »

We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update message). EntityState of primaryEntity: Unchanged, RequestName: Update ErrorCode: -2147220989 The error occurs when OrganizationServiceContext tries to update an entity that has... Read more »

In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the email same as the description of the case. In our Case record, for the description, we have the line break (\n) specified. However, for the email created, we... Read more »

Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/ This time we followed more or less the same steps, the main difference was this time we used our favorite XrmToolBox... Read more »

Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory. Below is the code we need to add for... Read more »

Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as... Read more »

Did you know that US retailers initially didn’t like the term ‘Black Friday’ because black typically has a negative connotation? […] The post Black Friday Software Deals 2024: Save Up to 85% appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

Would you be more likely to click on a call-to-action that said ‘Click here,’ or does ‘Unlock your free guide’ […] The post 50+ Top Call-to-Action Phrases That’ll Make You Say, ‘I Need This!’ appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

“Sorry for the inconvenience.” Those four little words are never fun to receive in an email, live chat, or other […] The post ‘Sorry for the Inconvenience’ Templates and Examples (2024) appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

Every small business marketer has to take marketing risks with brand imaging. Embracing this risk can lead to exceptional rewards, […] The post Top 7 Brand Image Mistakes SMBs Make and How to Avoid Them appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

When are you sending your emails? Do you schedule them or let automation take care of them, regardless of when […] The post What is the Best Time To Send Emails? (2024) appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

Did you know that between 2019 and 2024, the farmers’ market’s compound annual growth rate grew by 7.5 percent? Also, […] The post 6 Farmers Market Ideas and Tips to Attract More Buyers appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

Alright, I’ll skip the speech about why your Instagram bio really matters. If you’re here, you already get it—whether you’re […] The post 280 Instagram Bio Ideas That Nobody Can Ignore! [2024] appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

HubSpot is praised for its extensive CRM tools. But let’s face it; not every business needs (or can afford) the […] The post 14 HubSpot Alternatives and What They Do Better appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »

Email marketing is still one of the best ways to connect with your audience. It helps deliver personalized and timely […] The post Kit (ConvertKit) Alternatives: More Than Just Email Marketing appeared first on EngageBay - All-in-one marketing, sales, and service software for growing businesses.... Read more »