Learn effective ways to streamline your sales process through automation, boosting productivity and improving lead management. Source... Read more »

Investing in your website — and its many elements — offers excellent returns. After all, website design and optimization hugely determine your ability to attract prospects. They decide whether you’ll be able to engage web visitors. And they directly impact your conversion rates (that is, your sales and bottom line).... Read more »

As egocentric as it may sound, the whole SEO world can be divided into two core hemispheres: on-page and off-page SEO. The former is everything you do on your page to make search engines “like” you, while the latter comprises actions you perform outside your page(s). Within these two SEO... Read more »

Cloud CRM or on-premise? Compare costs, security, and scalability to choose the best CRM for your business in 2025. Read our guide now! Source... Read more »

Taking control of your sales process necessitates a multifaceted approach. Empowering your sales team with a powerful CRM — such as Teamgate — is essential for achieving your conversion goals. Nonetheless, your web design choices also affect your ability to convert new customers (and retain existing ones). In this article,... Read more »

Boost revenue with sales analytics! Learn how to track key metrics, optimize processes, and use data-driven insights for smarter sales decisions. Source... Read more »

Implementing various tools and practices, up-to-date businesses strive to capture and hold leads. And for many reasons, this can often force business owners to run around in circles. Modern companies have chosen online marketing as the primary tool for their promotion, but we should also consider offline methods to generate... 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 »

What does it take to achieve high conversion rates on your website? There are numerous ways to encourage visitors to buy (or turn into qualified leads). Nonetheless, the best method to lay the foundations of a high-performing site is to focus on web design. After all, web design quality and... Read more »

Managing change doesn’t have to be a slow and methodical process. In fact, to expect slow change is to do a disservice to the organization and its people, accepting a pace of change that actually falls behind the pace of change around us. The post Hesitant to Ask Your Organization... Read more »

Almost all of the policies and procedures that dictate our day-to-day efforts are vestiges of years gone by. Unless we institute a discipline of regularly examining them, we’ll soon be rendered obsolete by the pace of change around us. The post One of the 25 most important lessons I’ve learned... Read more »

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

Orbisresearch.com has published a report titled “Industry Forecast to 2031,” adding new insights to its database on the topic of ticket management. 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... 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 »

In Dynamics 365, there are instances when we need to dynamically change the labels of option set fields based on specific conditions. For example, we might want to update the label of the “Priority” field option from High to Critical when a case is marked as escalated (Is Escalated =... Read more »

While importing a patch (unmanaged) solution we got the below error – “Solution ‘abc_Configuration’ failed to import: Solution manifest import: FAILURE: Solution patch with version 1.6.1.1 already exists. Updating patch is not supported.” This is because Dataverse does not allow updating an existing patch solution with the same version number.... Read more »

Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was because during copy the environment is set in administration mode and background operations are also disabled. Flows are automatically turned off... Read more »

Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we copied we made sure we deleted the data/attachments/ logs that are not required to save some storage space. Get more information – https://nishantrana.me/2024/10/15/free-up-storage-space-activitypointerbase-and-workflowlogbase-dataverse-dynamics-365/ We had around 950 MB... Read more »

Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must be validated against specific business rules. In this blog, we see how to implement custom validations on stage progression using JavaScript.... Read more »

The new Smart Grid Preview feature allows us to find, filter, and sort data with natural language. To enable it navigate to Environment >> Settings >> Features inside Power Platform Admin Center and turn on Natural Language Grid and View Search. After enabling it we will see a search box... Read more »

Recently while trying to invoke the HTTP Request trigger, on passing the token we got the below error from the Postman Turned out that we missed the trailing slash for the resource’s value while generating the token. Audience values as expected in the claim. https://jwt.io/ On correcting the resource value,... Read more »

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 that only authorized users in the tenant can trigger the flow while leveraging the security provided by Oauth authentication and Azure... Read more »

Recently we observed that our plugin registered on the Delete message of appointment on the PreValidation stage was not getting triggered when we were deleting or updating the occurrence of the Recurring Appointment. For both of the below operations, our plugin was not getting triggered. The plugin had the logic... Read more »

The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency. By using this feature, we can identify patterns, make informed decisions, and continuously refine processes. To enable it to navigate to Customer Service Admin Center >> Customer Support... Read more »

We might get the below error while using LINQ to query Dataverse – System.NotSupportedException: ‘The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported. Try writing the query in terms of supported methods or call the ‘AsEnumerable’ or ‘ToList’ method before calling unsupported methods.’ This error occurs because... Read more »

We might get the below error while using LINQ to query Dataverse – “System.NotSupportedException: ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method.’” Here we got the below error because we used the HasValue property. Here the issue with HasValue arises because FetchXML doesn’t have a... Read more »

Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using the standalone page in UAT, the submissions were going back to the Dev environment instead of UAT. This was because the... Read more »

We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by users meets the required criteria before it’s processed or saved. The setIsValid method is used to set the validity of a column’s value. It can mark a field... Read more »

You’ve got a product or service to sell and built a sales page — but getting people to click “Buy” […] The post 17 Stunning Sales Page Examples to Inspire Yours (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Whether you are a freelancer, a small business owner, or run a multinational corporation, using CRM software has become essential […] The post 9 Free CRM Apps with Beginner-Friendly Features appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

As we march into spring, the timing couldn’t be more perfect to start something fresh and new! Many social themes […] The post 50+ March Marketing Ideas To Make Your Brand Unmissable appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

What if I told you that there’s an easier way to get new leads for your eCommerce company? And you […] The post 9 Best Email Marketing Software for eCommerce in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

What if I told you that there’s an easier way to get new leads for your eCommerce company? And you […] The post 9 Best eCommerce Email Marketing Software in 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Sales are the lifeblood of any company. We know there’s no dearth of sales KPIs for you to track. But, […] The post 15 Powerful Sales Growth Strategies for 2025 (+ Calculations) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

February is full of opportunities to connect with your audience. Valentine’s Day may take center stage, but it’s also the […] The post 17 Fresh February Marketing Ideas to Captivate Your Audience [2025] appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Getting your messages to the primary inbox is much more than writing stellar emails and hitting the send button. This […] The post Top Tools & Strategies to Improve Email Deliverability Rates appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Are you looking for a new sales management software? Sales managers are always looking for the best way to track […] The post 10 Sales Management Tools to Close More Deals (2025) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »