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- ● Eleads vs. DrivecentricMy dealership was originally VINsolutions, but then switched to Drivecentric. I actually love Drivecentric…but not they are switching to Eleads😭 I know nothing about Eleads. Any insight? submitted by /u/Such-Leg2911 [link] [comments]... Read more »Source: Reddit - R/CRM | Published: August 31, 2025 - 1:21 pm
- ● Looking for Key Account Management Strategies (Case Study Help)Hey everyone, I’m working on a case study around Key Account Management and would love to tap into the collective wisdom here. Context: Industry: IT/ITES/GCC in India Accounts: 20–30 existing enterprise clients Mix: 5 long-term key accounts ($150k revenue, using multiple solutions) + newer accounts ($25k revenue, using one solution)... Read more »Source: Reddit - R/CRM | Published: August 31, 2025 - 9:11 am
- ● [Controversial] Isn't "Opportunities" in Salesforce and "Deals" in Hubspot extraneous?Hey all, I've been leading product & engineering for a billion $ company building their global payments, customer management, cataloging, pricing, billing and accounting with Salesforce, Netsuite, Dealhub, HSBC, CITI, etc for the past 4 years I like thinking from first principles, honestly, isn't "opportunities" as a concept extraneous in... Read more »Source: Reddit - R/CRM | Published: August 31, 2025 - 8:01 am
- Need Help choosing the right CRMHi everyone, I need some advice on choosing a CRM for my insurance brokerage. In my company, almost all customer interactions come through WhatsApp. The process works like this: a client reaches out asking for a quote (we deal with several types of insurance), then my agent responds and forwards... Read more »Source: Reddit - R/CRM | Published: August 30, 2025 - 5:47 pm
- CRM recommendations for an Amenities companyI am a sales rep for a small company that supplies and installs CBU(mailbox cluster units), street signs, playgrounds, shelters, benches, etc for a wide variety of businesses, such and developers(DR Horton, Pulte, etc.) and other smaller builders and contractors. We currently use Buildertrend for everything. CRM, install work orders,... Read more »Source: Reddit - R/CRM | Published: August 30, 2025 - 4:26 pm
- AI with Representative24 vs Tidio: anyone tried both?Hello, I’m looking at Representative24 for sales/support and it looks great. I’m also evaluating Tidio as a comparison point (seems more live-chat–first with chatbots, while Representative24 feels more store-aware/AI-first). BTW I want to hook this up to WooCommerce. Just kicking the tires....asking because this integration isn’t cheap and I’d love... Read more »Source: Reddit - R/CRM | Published: August 30, 2025 - 12:42 pm
- Curious about your experience with ticketing systemsHey everyone, I used to work as a customer support agent before switching into software development. Back then, one of my biggest struggles was with the CRM tools we had to use every day — Salesforce, Freshdesk, etc. They worked, but I often felt like they were designed more for... Read more »Source: Reddit - R/CRM | Published: August 30, 2025 - 7:58 am
- Moving costs of Changing CRM? Does one Platform make sense?I lead engineering for team that does back office with Salesforce, Netsuite and Dealhub, global payments and collections with HSBC, CITI etc for a billion $ company I was wondering this is such a pain to have all these in so many different systems that needs a team of 25... Read more »Source: Reddit - R/CRM | Published: August 29, 2025 - 6:19 pm
- Just Co-Founded a new CRM business- Feedback appreciatedYes, I know what you're thinking who starts a general CRM in 2025. Well we did. The reason behind it or motivation was down the fact I have sold SaaS for a few years now and I often hit the block of "this system doesn't quite fit our processes." So... Read more »Source: Reddit - R/CRM | Published: August 29, 2025 - 4:52 pm
- One system. All ops. Looking for 5 free testersIs anyone else fed up with duct-taping 5+ tools together and calling it a “CRM”? I’ve just built an enterprise management system (CRM is only one small piece of it) that actually runs the whole backend of a business, project management, tracking, scheduling, invoices, payments, HR, accounting, automations, internal comms... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 4:41 pm
- Helping a large charity untangle a manual CRM mess - which path would you take?Hey everyone, I'm looking for some collective wisdom on a tricky project I'm working on. I'm consulting for a large charity that's stuck in the past with their operations. Their entire donor/constituent management is built on a deeply manual CRM process (think: data entry from forms, email chains for approvals,... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 4:12 pm
- Need a good Odoo alternative possibly?I like Odoo, but it's too complicated for what I need to do and I don't have time to spend countless hours, days, and weeks customizing it and making it ready for use. It's not as easy as advertised, in my humble opinion. What is a good alternative that doesn't... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 2:52 pm
- Consultancies are a scam. I know - I run one.My stance - it’s hard to sell process. It’s easy to sell software. Let me explain. 95% of consultancies have switched from educating their consultants in process design, sales methodology, and management best practices… to selling million-euro “software implementations.” As a result systems that cost fortunes but bring almost zero... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 1:26 pm
- What are the best CRMs that offer a free trial?I'm looking to test some out, but not go through a sales cycle / live demo. Thanks! submitted by /u/Quirky-Offer9598 [link] [comments]... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 9:28 am
- CRM und Controlling für ImmobilienunternehmenHello everyone, My project team and I are currently considering developing a SaaS solution for real estate companies. The idea: a platform that combines CRM functionalities with controlling features – for example, integrations with banks, management dashboards, reporting/analytics, etc. We would like to know: Are there already comparable solutions on... Read more »Source: Reddit - R/CRM | Published: August 28, 2025 - 9:01 am
Reddit - R/CRM
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- 10 Powerful Ways AI Agents Are Enhancing CRM: Frequently Asked QuestionsImagine your team working hard, managing leads, following up with loyal clients, and pulling in new customers—all while dealing with routine tasks that steal precious time away from meaningful customer connections. At Agile CRM, we get it; CRM can transform your productivity, but to elevate customer engagement, it needs to... Read more »Source: Agile CRM Blog | Published: November 21, 2024 - 10:50 am
- Boosting Customer Retention with AI: Key Strategies and Use Cases for CRMIn the bustling world of customer service, keeping your customers engaged and satisfied can feel like a never-ending challenge. But with AI chatbot for customer retention stepping onto the scene, businesses now have an invaluable ally in their efforts to enhance loyalty. These smart digital assistants do more than just... Read more »Source: Agile CRM Blog | Published: November 18, 2024 - 7:18 am
- 10 Content Planning Tool FAQs And The Answers You Must KnowContent Planning Software has evolved into a crucial element of any effective marketing plan in the modern digital environment. Businesses continuously produce and distribute content to engage their audience and provide results, including blog articles, videos, social media posts, and email newsletters. However, with so much content being created, it... Read more »Source: Agile CRM Blog | Published: January 19, 2023 - 8:32 am
- Best App Integration Software in 2023App integration software has become increasingly popular as a way for businesses to connect and interact with their customers. These software tools enable businesses to easily integrate their applications and services with other applications, enabling customers to access their data and services from any device. They also allow businesses to... Read more »Source: Agile CRM Blog | Published: January 17, 2023 - 1:19 pm
- App Integration Tool Made Easy: A List of Commonly Asked QuestionsApp integration tool is a type of technology that enables companies to link their various applications so they may exchange information and functionality. Due to the fact that more and more businesses are managing their operations by utilising different apps and data sources, this kind of software has grown in... Read more »Source: Agile CRM Blog | Published: January 13, 2023 - 11:19 am
- A Comprehensive Guide To Using An Appointment Scheduling Tool – FAQsWhether you manage a legal firm, a medical practice, or a beauty parlor, appointments are a crucial part of managing a successful business. Maintaining a record of client schedules and making sure they are scheduled at the appropriate time can be a difficult chore. Appointment scheduling software is becoming increasingly... Read more »Source: Agile CRM Blog | Published: January 13, 2023 - 8:40 am
- Top 12 FAQs About SEO Software: Get Answers to Your SEO QuestionsThe market for SEO Software is highly competitive and it is important for businesses to stay up to date with the latest trends & developments. In order to stay ahead of the competition, businesses must invest in the latest tools and technologies. This blog post is dedicated to answering some... Read more »Source: Agile CRM Blog | Published: January 11, 2023 - 11:27 am
- 10 Most Common Questions about Live Chat Tool AnsweredCustomer success is key to the growth of any business, especially for those who deeply depend on website sales growth. The need for live chat tool in the current industry is driven by the growing demand for delivering efficient and convenient customer service. It has become inevitable for many businesses... Read more »Source: Agile CRM Blog | Published: January 10, 2023 - 11:30 am
- Best Screen Recording Chrome Extensions in 2023Screen recording chrome extensions are tools that allow users to record their screen activity and save it as a video file. These extensions can be installed on web browsers such as Google Chrome and Mozilla Firefox, and are typically used for creating tutorials, demonstrations, and other types of video content.... Read more »Source: Agile CRM Blog | Published: January 6, 2023 - 10:59 am
- What You Need To Know: A Comprehensive FAQ On Video Conferencing SoftwareVideo conferencing software has grown in importance as a business, educational, and personal tool in recent years. The need for video conferencing software has only grown as a result of the COVID-19 pandemic forcing many people to work and study from home. However, choosing the best video conferencing software for... Read more »Source: Agile CRM Blog | Published: January 5, 2023 - 10:10 am
Agile CRM Blog
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- AI for A/B Testing: Smarter Experiments, Faster ResultsA/B testing has long been a key tactic in fields like digital marketing and product development, where it helps inform decision-making and optimize campaigns. In fact, 77% of marketers use it. Like with so many other areas of these sectors, artificial intelligence (AI) is opening up new possibilities for A/B... Read more »Source: Nutshell CRM Blog | Published: August 14, 2025 - 9:39 am
- Overcome closed lead management challenges with follow-up pipeline automationsCreate follow-up leads instantly when deals close—streamline handoffs, boost reporting, and keep every team in sync. The post Overcome closed lead management challenges with follow-up pipeline automations appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: August 11, 2025 - 9:28 am
- Gain Deeper Activity Data Insights That Boost Revenue with Nutshell’s Enhanced Activity ReportDiscover Nutshell’s revamped Activity report. Track duration, notes, AI summaries, and unlogged calls in one clean view, turning team activity into revenue. The post Gain Deeper Activity Data Insights That Boost Revenue with Nutshell’s Enhanced Activity Report appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: July 30, 2025 - 9:44 am
- Nutshell’s Summer 2025 RoadmapWe’ve got some big updates across all three Nutshell Suites—Sales, Marketing, and Engagement—in store this summer. Learn more! The post Nutshell’s Summer 2025 Roadmap appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: July 28, 2025 - 7:35 pm
- Maximize Google Meet Call Impact With AI in NutshellAuto-log, transcribe, & AI-summarize every GMeet call in Nutshell. Discover how effortless it is to keep your team aligned & deals advancing. The post Maximize Google Meet Call Impact With AI in Nutshell appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: July 25, 2025 - 11:22 am
- Improve Cash Flow Management and Get Paid Faster With Nutshell InvoicesWhen prospects say “yes,” the hard work isn’t over—you still need to get the money in the bank. Jumping between spreadsheets, PDF builders, and accounting tools steals time from essential sales activities and opens the door to costly mistakes. Nutshell Invoices turns the quoting momentum you’ve already built into quick and... Read more »Source: Nutshell CRM Blog | Published: July 21, 2025 - 9:16 am
- We’ve Made it Easier for You to Track Your Website Analytics, Send Marketing Emails, and More!Configuring your website for embedded Nutshell features and analytics just became a lot simpler. We’ve streamlined things, so you don’t have to hop from one section of Nutshell to another, juggling multiple snippets and DNS entries to setup features like Nutshell Analytics, Forms, Landing pages, and Web chat. Introducing an... Read more »Source: Nutshell CRM Blog | Published: July 17, 2025 - 9:40 am
- Managing Sales Activities Is Now Easier With Nutshell’s New CRM Activity DialogExperience Nutshell’s new CRM sales activity dialog flow—schedule meetings, jot notes, review transcripts, & follow up from one sleek dialog. The post Managing Sales Activities Is Now Easier With Nutshell’s New CRM Activity Dialog appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: July 7, 2025 - 3:31 pm
- Revolutionize your business: Unleashing the power of web-based CRM softwareThe concept of CRM has evolved significantly over the years. In the 1980s and 90s, sales teams used simple contact management systems and digital Rolodexes. In the mid-1990s, Sales Force Automation (SFA) began to streamline sales processes, and the modern CRM began to take shape. In the mid-2000s, cloud computing... Read more »Source: Nutshell CRM Blog | Published: July 4, 2025 - 8:52 am
- Gather Crucial Information From Website Visitors in a More Natural WayNutshell’s Web chat now lets you gather visitor info through a welcoming, conversational flow, boosting engagement and lead capture. The post Gather Crucial Information From Website Visitors in a More Natural Way appeared first on Nutshell.... Read more »Source: Nutshell CRM Blog | Published: July 2, 2025 - 1:11 pm
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- Accelerating Order Management Cycles with AutomationBefore you can benefit from this workflow automation, you must analyze your OMC to discover where to implement automation tools in your system Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 26, 2023 - 6:30 pm
- The Power of Order TrackingShifting your order tracking to be customer-centric can make not only your customers happy, but make them better for your business overall Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 26, 2023 - 6:25 pm
- Coordinating Responsibilities for a Cohesive Distribution CycleKey points in the distribution cycle and how a streamlined cycle can reduce costs and drive revenue Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 26, 2023 - 5:17 pm
- Mastering the Customer Experience with the Order Management CycleDiscover how mastering each point in the process can transform your customers’ success by delivering the kind of customer experience that boosts satisfaction and retention Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 26, 2023 - 4:29 pm
- The Right Questions To Seal The DealMastering the art of asking the right questions is vital to qualifying prospects and closing the sale Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics GPField ServiceManufacturingSales & Ops Planning... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 25, 2023 - 9:52 am
- Supercharge Your Sales with The Ultimate Sales PlaybookThis comprehensive guide provides a sales playbook template and key information to level up your performance Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics NAVSales & Marketing... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 25, 2023 - 9:50 am
- The CRM Selection ChecklistMake your CRM adoption process a smooth one Aha Apps Dynamics 365Customer EngagementDynamics CRM... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 25, 2023 - 9:48 am
- (Infographic) Top Dynamics 365 Finance & Operations Security GotchasDiscover some of the most common security-related mistakes companies make when upgrading or implementing Dynamics 365 F&O Fastpath, Inc. Dynamics 365Finance and OperationsGovernance, Risk, and Compliance (GRC)Security... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 21, 2023 - 7:25 pm
- Why Microsoft Dynamics CRM Projects Fail and 8 Things You Can Do to Prevent FailureThis eBook will help you identify the best practices to avoid CRM project failure. Aha Apps Dynamics 365Customer EngagementDynamics CRMDynamics MarketingCustomer Relationship MgmtSales & MarketingUser Adoption... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 20, 2023 - 1:48 pm
- Achieving Your Growth Goals with World-Class Subscription Management - A Buyer's GuideThis Buyer's Guide will walk you through picking the perfect subscription management solution Bluefort Dynamics 365Customer EngagementBusiness CentralFinance and OperationsPower platformAerospace & DefenseAgricultureArchitectureAssociationsAutomotiveBoatingChemicalsConstructionConsumer GoodsDesign & DecoratingDesign & LivingDistributionEducationElectronicsEnergyEngineeringFabless SemiconductorFashionFinancial ServicesFood & BeverageFootwearFurnitureHealth & WellnessHealthcareHospitalityHosting ServicesIndustrial EquipmentInsuranceLegalManufacturingMarketingMedia & EntertainmentProfessional ServicesRetailSoftwareTelecommunicationsUtilitiesSubscription billingSubscription ManagementMicrosoft OfficeMicrosoft Office 365... Read more »Source: Microsoft Dynamic Whitepapers | Published: September 12, 2023 - 12:36 pm
Microsoft Dynamic Whitepapers
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- Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal SheltersThe nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or other supplies Inogic Dynamics 365Customer EngagementCustomer ServiceField ServiceSalesDynamics CRMDataverse (CDS)Power AppsNot For ProfitRoute OptimizationWeb-based Mapping... Read more »Source: Microsoft Dynamics Case Studies | Published: September 12, 2023 - 12:01 pm
- Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its SalespeopleAlta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule Inogic Dynamics 365Customer ServiceField ServiceSalesDataverse (CDS)Power AppsConstructionRoute OptimizationWeb-based Mapping... Read more »Source: Microsoft Dynamics Case Studies | Published: September 4, 2023 - 10:38 am
- Performance Brokerage Services uses Maplytics to identify and plot the dealerships!Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytics. Inogic Dynamics 365Customer EngagementCustomer ServiceField ServiceSalesDynamics CRMDataverse (CDS)Power AppsFinancial ServicesProfessional ServicesRoute OptimizationWeb-based Mapping... Read more »Source: Microsoft Dynamics Case Studies | Published: August 29, 2023 - 12:27 pm
- Trefor uses Maplytics to prevent their clients from a longer downtimeRadius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly Inogic Customer ServiceField ServiceSalesDynamics CRMPower platformUtilitiesRoute OptimizationSchedulingTravel Management... Read more »Source: Microsoft Dynamics Case Studies | Published: August 24, 2023 - 6:11 am
- T-Grex Uses Maplytics For Personalized Map Views, Travel Route Optimization, And More!T-Grex harnesses the power of Maplytics within Dynamics 365 CRM to visualize data in personalized views over Map, and more! Inogic Dynamics CRMIndustrial Equipment... Read more »Source: Microsoft Dynamics Case Studies | Published: August 21, 2023 - 9:21 am
- Strong Spas Uses Maplytics To Efficiently Schedule Service Calls With The Customers And Provide High-Quality ServiceMaplytics to match each service ticket with the closest technician available on the field, ensuring prompt and efficient service delivery. Inogic Dynamics 365Customer EngagementDynamics CRMDataverse (CDS)Power AppsManufacturingWeb-based Mapping... Read more »Source: Microsoft Dynamics Case Studies | Published: August 16, 2023 - 9:21 am
- Global Automotive Parts Distributor Boosts Productivity and Customer Service With Robust ERP ImplementationGlobal distributor leverages enVista and Microsoft Dynamics 365 for key ERP capabilities, critical support and expert service enVista Dynamics 365Dynamics AXAutomotiveDistributionIndustrial Equipment... Read more »Source: Microsoft Dynamics Case Studies | Published: August 3, 2023 - 5:52 pm
- MWCold Increases Operational Efficiencies Through Near Real-Time ReportingMWCold, Multi-temperature warehousing provider, gains greater insight into warehouse activity and streamlines data sources with Data Warehouse and Microsoft Power BI enVista Power platformPower BIDistributionData ManagementData Warehousing... Read more »Source: Microsoft Dynamics Case Studies | Published: August 3, 2023 - 5:47 pm
- Kite Realty Group Leverages enVista’s IT Managed Services to Seamlessly Integrate Technology During AcquisitionReal estate investment trust mitigates risk and minimizes business disruption during strategic merger with enVista's IT services enVista AzureDynamics 365Dynamics SLReal EstateIT Asset Management (ITAM)IT Service Management (ITSM)Microsoft AzureMicrosoft Office 365SQL Server... Read more »Source: Microsoft Dynamics Case Studies | Published: August 3, 2023 - 5:17 pm
- Hermadix Found Data Success in Dynamics BC with Jet ReportsImplementing Jet Reports has meant a 75% time savings on report creation for Hermadix insightsoftware Dynamics 365Business CentralManufacturingBI and ReportingData ManagementSupply Chain Management... Read more »Source: Microsoft Dynamics Case Studies | Published: July 19, 2023 - 4:22 pm
Microsoft Dynamics Case Studies
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- 85% of Marketing Teams Have 10 or Fewer People. How Are They Getting the Work Done?How are marketers coping with higher demands and lower resources? Read on for expert analysis.... Read more »Source: Act-On Marketing Automation | Published: August 25, 2025 - 10:09 pm
- Why Using AI Doesn’t Mean Losing the Joy of MarketingCreative Director Matt Sailor begs his fellow marketers to get serious in their AI discussions.... Read more »Source: Act-On Marketing Automation | Published: August 24, 2025 - 10:47 am
- New Gmail “Manage Subscriptions” Page: What Marketers Need to KnowAct-On's Email Deliverability team investigates how Gmail's Manage Subscriptions feature will impact inboxing.... Read more »Source: Act-On Marketing Automation | Published: July 18, 2025 - 9:56 pm
- VideoThe Benefits of Bot Clicks and Proxy Opens in Email MarketingBot clicks in marketing emails don't have to be frightening for marketers. Learn how to glean important deliverability signals from these automated actions.... Read more »Source: Act-On Marketing Automation | Published: July 3, 2025 - 8:47 pm
- Key Brand Elements That Build Trust and Drive AwarenessBuilding a brand isn't optional for marketing teams, but what key brand elements do you need? Find out more.... Read more »Source: Act-On Marketing Automation | Published: May 27, 2025 - 8:30 pm
- 5 Ways to Improve Internal Communications with Marketing AutomationThe same tactics that make marketing efforts successful can also work for internal audiences. Learn to use marketing automation for internal communications.... Read more »Source: Act-On Marketing Automation | Published: May 27, 2025 - 8:00 pm
- How to Upsell Effectively by Automating These 5 StrategiesOnboarding new clients is exciting, especially after marketing and sales have worked so hard to capture their attention, show why the solution is the right fit, and close the deal. But as marketers know, that’s just the beginning.... Read more »Source: Act-On Marketing Automation | Published: May 27, 2025 - 5:00 pm
- How to Turn Customers Into Brand Advocates and Build LoyaltyMarketers wondering how to turn customers into brand advocates need look no further than these tips to turn customers into more customers.... Read more »Source: Act-On Marketing Automation | Published: May 23, 2025 - 5:11 pm
- Marketo vs Eloqua: Features, Flaws & the Better ChoiceAdobe Marketo Engage and Oracle Eloqua often make the marketing automation shortlist. Both platforms have changed, but not always for the better. ... Read more »Source: Act-On Marketing Automation | Published: May 15, 2025 - 5:09 pm
- How Marketers Can Tackle CCPA Compliance with Less StressAs a marketer, your days are likely packed. And let’s be honest, some days are more packed than others. Picture this: On one of those especially full days, you get a request from a consumer saying, “Stop marketing to me and, by the way, delete every last piece of personal... Read more »Source: Act-On Marketing Automation | Published: May 9, 2025 - 9:11 pm
Act-On Marketing Automation
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- Losing Market Share? This Add-On Fixes That in 30 Days... Read more »Source: SugarCRM UK - Resources | Published: August 1, 2025 - 1:13 pm
- The “Focus Gap” Is Costing You Sales – Here’s How to Fix It... Read more »Source: SugarCRM UK - Resources | Published: August 1, 2025 - 11:58 am
- SugarCRM for Distributors... Read more »Source: SugarCRM UK - Resources | Published: July 29, 2025 - 8:46 am
- Nucleus Research: SFA Technology Value Matrix 2025... Read more »Source: SugarCRM UK - Resources | Published: March 27, 2025 - 12:11 pm
- SugarCRM for Manufacturers... Read more »Source: SugarCRM UK - Resources | Published: March 3, 2025 - 6:38 pm
- Why Is It So Hard to Hire and Keep Great Sales Reps?... Read more »Source: SugarCRM UK - Resources | Published: February 24, 2025 - 9:27 pm
- Overcoming Hiring Challenges in Manufacturing, Wholesale and Distribution for 2025... Read more »Source: SugarCRM UK - Resources | Published: December 23, 2024 - 3:44 pm
- Elevating CRM Effectiveness with Tanner Mackenthun, Agiliti... Read more »Source: SugarCRM UK - Resources | Published: December 4, 2024 - 4:02 pm
- Building a Successful CRM Strategy with Aadil Ahmed, EIS... Read more »Source: SugarCRM UK - Resources | Published: November 20, 2024 - 5:23 pm
- Nucleus Research: Why Manufacturers Choose SugarCRM... Read more »Source: SugarCRM UK - Resources | Published: October 10, 2024 - 2:00 pm
SugarCRM UK - Resources
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- Customization or configuration? Choosing the right middle office solution for your staffing firmIn a business as complex and fast-paced as recruitment, connecting your front office to your back office can feel like navigating a maze. How can you find your way while ensuring nothing falls through the cracks? When it comes to connecting your front-line operations to your back office, staffing firms... Read more »Source: Bullhorn | Published: August 29, 2025 - 1:00 pm
- What is the best ATS for small businesses?The best ATS for small agencies is one that helps you organise candidates, track jobs, and manage clients in a single system. For small recruitment agencies and start-ups, an ATS replaces messy spreadsheets with automated, scalable recruiting software. Free ATS options for recruiters offer basic tools but often limit users,... Read more »Source: Bullhorn | Published: August 29, 2025 - 1:00 pm
- What types of companies use temporary staffing agencies?Temporary workers are a vital part of the U.S. economy. During the course of just one week, around 3 million temporary or contract employees are hard at work for staffing agencies across the United States. Companies that use temporary staffing are more common than you might think; wherever there’s a... Read more »Source: Bullhorn | Published: August 27, 2025 - 1:00 pm
- The future of recruitment rolesThis blog series is inspired by an insightful roundtable discussion held with recruitment leaders at a recent lunch event, where we delved into the challenges and opportunities shaping the recruitment industry today. What’s happening today: As recruitment becomes more automated, the roles within recruitment businesses are evolving. The most significant... Read more »Source: Bullhorn | Published: August 26, 2025 - 2:03 pm
- Embracing AI and automation in recruitmentThis blog series is inspired by an insightful roundtable discussion held with recruitment leaders at a recent lunch event, where we delved into the challenges and opportunities shaping the recruitment industry today. What’s happening today: AI and automation are no longer just buzzwords in recruitment—they’re here, and they’re changing the... Read more »Source: Bullhorn | Published: August 14, 2025 - 1:17 pm
- Demystifying the modern middle office: A Q&A with Eliassen GroupOver the past few years, Eliassen Group has undergone a major digital transformation, modernizing its tech stack to support its global growth and streamline operations. Mitesh Ashar, Chief Customer Officer at Bullhorn, sat down with Rob Waddell, EVP/CIO of Eliassen, who led the organization’s shift, to discuss Eliassen’s approach, the... Read more »Source: Bullhorn | Published: August 13, 2025 - 1:00 pm
- How smart recruiters are mastering the AI hiring revolutionThis blog was contributed by Bullhorn Marketplace partner Dice. The AI hiring market is no longer an experiment. Firms are actively seeking candidates with practical AI implementation skills – but most recruiting teams haven’t adapted their strategies accordingly. The Dice 2025 AI Hiring Playbook found that while 36% of tech... Read more »Source: Bullhorn | Published: August 8, 2025 - 1:00 pm
- Navigating the changing world of recruiting tech toolsThis blog series is inspired by an insightful roundtable discussion held with recruitment leaders at a recent lunch event, where we delved into the challenges and opportunities shaping the recruitment industry today. What’s happening today: Recruiting tech is both a blessing and a burden. On one hand, tech tools are... Read more »Source: Bullhorn | Published: July 30, 2025 - 12:59 pm
- The power of specialization: Why high-volume staffing firms need a payroll partner, not a payroll featureThe world of high-volume staffing, particularly in the commercial and light industrial (CLI) industry, moves at lightning speed. Workers are onboarded and dispatched to client sites with remarkable swiftness. Payroll runs are frequent, turnover can be high, and margins are often tight. In this dynamic environment, payroll adjustments aren’t just... Read more »Source: Bullhorn | Published: July 24, 2025 - 1:00 pm
- Beyond the hype: Real-world results with recruitment AI21,663 candidate screens completed per month. 49% improvement in submittal-to-hire ratio. 59% faster time to fill. 39% faster new hire ramp-up. These aren’t hypothetical statistics — they’re the results that leading recruitment firm IDR has already seen after implementing Bullhorn’s next-generation AI solution, Amplify. To share the secrets behind their... Read more »Source: Bullhorn | Published: July 18, 2025 - 1:00 pm
Bullhorn
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- Forum Post: Switch form to display based on OptionSet Value - ReferenceError: Web resource method does not exist: formChangeHi I'm brand new to Javascript, and I'm getting an error when trying to create a function to switch form based on the field value in ca_type: "ReferenceError: Web resource method does not exist: formChange" Here's the javascript:- Resourcefunction formChange(executionContext) { var formContext = executionContext.getFormContext(); var newForm; // Get Current... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 1:44 pm
- Forum Post: RE: Dynamics Marketing Event Portal prefill user first name and last name based on login informationDoes nobody know a solution?... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 11:23 am
- Forum Post: RE: How can we remove an entity from the advanced find?Please see if the below link helps mscrm16tech.com/.../... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 10:27 am
- Blog Post: How to design Power Apps using Gallery connected to external tableHello Everyone, Today i am going to show how to create Power App using Gallery connected to external table. This is part 3 series. Lets gets started. Lets login into www.make.powerapps.com Click on the Start with a page design and select the "Gallery connected to external table". Once clicked on... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 10:00 am
- Forum Post: RE: Which D365 MS Teams Integration url is valid?Have been testing this and like to answer my question where the msteamstabintegration.dynamics.com shall be used (without .crm.). In our case, when adding a D365 tab in Teams via Microsoft Graph API and we use msteamstabintegration.crm.dynamics.com then the D365 is not loading while switching to msteamstabintegration.dynamics.com it works.... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 7:41 am
- Forum Post: RE: Missing N:N Relationships in Relationship ExplorerHi, Have you tried with the new environment? I use https://make.powerapps.com/ (or https://make.preview.powerapps.com/ if you would like to see a preview version). Anyway, I checked in my system and I haven't any relationship of an entity with an N:N relation. You could add a grid where you can manage that... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 7:28 am
- Forum Post: RE: How can we disable excel import/ excel export for only a particular entity?Hi Honeyredyy , You can take help from the below links Disabling Export to Excel in Dynamics 365 - Carl de Souza Tip #257: Prevent Export To Excel By Entity | Power Platform & Dynamics CRM Tip Of The Day... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 6:28 am
- Forum Post: How can we disable excel import/ excel export for only a particular entity?We are having an entity for which we want to remove data import or data export. we want it to done only for that particular entity. So I need help in how can we disable excel import / export for that entity.... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 6:20 am
- Forum Post: RE: How can we remove an entity from the advanced find?How can we make the entities non searchable?... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 5:54 am
- Forum Post: RE: How can we remove an entity from the advanced find?Hi Honeyreddy , To remove an entity from Advanced Find in Dynamics 365, you can apply security settings. You can remove the read permission of the unused entity from assigned user security roles in CRM security, and then the entity will not be available from Advanced Find. OR You could... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 4:40 am
- Forum Post: How can we remove an entity from the advanced find?We are having an custom entity in the Advanced find.So I need help in how can we remove the entity from the advanced find.... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 4:33 am
- Forum Post: Combining 2 FetchXML With Same Dataset but different filters in Linked EntitiesIs it possible to combine 2 FetchXMLs, which are fetching same dataset, but different filters in their linked entities? Below are 2 FetchXMLs that I am trying to merge to optimize performance. In green are common filters, and yellow are filters unique to it's fetchXML. FetchXML (1) @[$Project::IncludeRegion] FetchXML (2)... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 4:24 am
- Forum Post: RE: how to rank microsoft crm charts from greatest to leastHi Need help - 1stMILE, This forum topic explains how to change the sort order of a bar chart by editing XML.... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 1:12 am
- Forum Post: RE: CRM weighted estimated revenueHi ssr001, You can calculate weighted revenue by taking the estimated revenue of an opportunity and multiplying it by the close probability to get the weighted revenue value. You can achieve this using a calculated field, business rule, Power Automate or custom code.... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 16, 2023 - 1:04 am
- Forum Post: CRM weighted estimated revenueIn Opportunities, do we have a way to calculate the weighted estimated revenue (weighted by probability based on the stage the opportunity is at)... Read more »Source: Microsoft Dynamics CRM - Community | Published: June 15, 2023 - 10:14 pm
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- 7 Best Simple CRMs in 2025Discover the best lightweight CRMs that are actually easy to use and quick to set up for your small business. Explore top-rated simple CRM options based on real user reviews and expert insights. The post 7 Best Simple CRMs in 2025 appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: August 27, 2025 - 11:54 am
- More AI, More LeadsCheck out Salesflare’s new AI timeline and built-in lead search: get quick customer summaries, find prospects instantly, get business emails fast, and see our updated plans. The post More AI, More Leads appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: August 13, 2025 - 2:22 pm
- 7 Top CRM Tools in 2025I personally tested, reviewed and ranked the best CRM tools out there. Here are the top 7 CRM tools for small business. The post 7 Top CRM Tools in 2025 appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 19, 2025 - 1:38 pm
- Sales Operations in B2B: A Complete GuideBoost B2B sales with Sales Operations. Learn how to improve efficiency & revenue with best practices, KPIs, and the right tech. The post Sales Operations in B2B: A Complete Guide appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 24, 2025 - 2:43 pm
- Sales Engagement: Strategy, Tech & Tips for B2BLearn all about Sales Engagement in B2B: get practical strategies, use tech effectively, and personalize interactions to connect better & boost results. The post Sales Engagement: Strategy, Tech & Tips for B2B appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 24, 2025 - 1:40 pm
- What is Sales Enablement? A Guide For B2B Sales ProfessionalsWhat is Sales Enablement? Learn how to equip your B2B sales team with the right strategy, tools & content. Close more deals & drive predictable revenue growth. The post What is Sales Enablement? A Guide For B2B Sales Professionals appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 24, 2025 - 12:14 pm
- Inside Sales: What Is It? How to Do It Well?Inside Sales explained: Understand what remote B2B selling is & how to succeed. Get actionable strategies, tech tips, role breakdowns & key metrics. The post Inside Sales: What Is It? How to Do It Well? appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 24, 2025 - 9:55 am
- How to Find New Customers and Increase Sales in B2BLearn how to find new customers and increase sales with expert B2B strategies. Master prospecting, value selling, account growth & CRM for sustainable B2B success. The post How to Find New Customers and Increase Sales in B2B appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 24, 2025 - 9:00 am
- 7 Best Mobile CRM Apps [2025 ranking]These apps have the best mobile CRM app & overall CRM experience of the most popular platforms in the market. The post 7 Best Mobile CRM Apps [2025 ranking] appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 22, 2025 - 7:28 am
- CRM Integration: What It Is & How to SucceedWhat is CRM integration? Learn to connect your CRM with email, LinkedIn and more. Boost sales efficiency & data quality. Practical 'how-to' guide for B2B teams. The post CRM Integration: What It Is & How to Succeed appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: April 15, 2025 - 3:12 pm
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- How to Navigate Crisis with Purpose and ActionWhen the world around you seems to be in a constant state of flux—from economic uncertainty to unforeseen market shifts—it’s easy for leaders to get stuck. The instinct is to wait, to gather more data, to hope the storm will pass. But as a new podcast conversation with veteran leader... Read more »Source: SalesPOP! | Published: August 29, 2025 - 8:51 am
- 🎧 Is Your Leadership Style Causing Burnout?Is your team running on fumes? The culprit might not be the workload—it’s the culture. In our latest episode, we sit down with leadership strategist Marchem Pfeiffer to uncover the real reason 76% of employees are burned out. We break down the subtle differences between a demanding job and a... Read more »Source: SalesPOP! | Published: August 28, 2025 - 8:27 am
- Burnout-Proof Leadership: Building Resilient Teams That Don’t Just Survive, But Thrive (video)That Sunday-night dread. The mental fog that won’t lift. The constant, nagging feeling that you’re one Slack notification away from snapping. If this sounds familiar, you’re not alone. Burnout has become a silent epidemic in our workplaces, but here’s the hard truth: it’s often a symptom of a much deeper... Read more »Source: SalesPOP! | Published: August 28, 2025 - 8:15 am
- How to Monetize Your SaaS with a Value-First StrategyLet’s be honest: for a SaaS founder or revenue leader, few things are as daunting as setting a price. It feels like a high-stakes guessing game—charge too much and you scare off customers; charge too little and you leave a fortune on the table. But what if your pricing wasn’t... Read more »Source: SalesPOP! | Published: August 27, 2025 - 8:49 am
- Is Your Business Really Ready to Sell? 🎙️Thinking of selling your business one day? The hard truth is that most founders start the process too late, leaving millions on the table. In our latest episode, we sit down with Chris Spratling, author of The Exit Roadmap, to uncover the secrets to a high-value exit. He reveals that... Read more »Source: SalesPOP! | Published: August 26, 2025 - 8:30 am
- Selling Your Business Isn’t Luck—It’s a Strategy. Here’s the Blueprint (video)Letting go of a business you’ve poured your life into is one of the most significant, most gut-wrenching decisions an entrepreneur can make. It’s the culmination of years of sleepless nights and relentless hustle. But too many founders treat the sale as an afterthought, a frantic scramble that leaves a... Read more »Source: SalesPOP! | Published: August 26, 2025 - 8:25 am
- The Modern Sales Coach’s Playbook for Lasting SuccessEvery sales leader has been there: you’ve got a team full of talented reps, the latest tech stack, and a solid pipeline. Yet, you’re still not seeing the consistent, high-level performance you know is possible. Why do so many organizations struggle to unlock their team’s full potential? The truth is,... Read more »Source: SalesPOP! | Published: August 25, 2025 - 9:03 am
- 🎧 The 4-Step Conversion Formula to Revolutionize Your Sales ProcessIn our latest Expert Insight episode, strategic specialist Michael Barbarita unveils a game-changing approach to sales: The Conversion Formula. This isn’t just theory; it’s a proven, step-by-step blueprint for turning prospects into loyal customers by focusing on their core problems. Ready for the cheat sheet? Here is the 4-step framework... Read more »Source: SalesPOP! | Published: August 24, 2025 - 8:47 am
- 4-Step Conversion Formula: The Blueprint for Turning ‘Maybe’ into ‘Yes’ (video)Why do some sales pitches land perfectly while others fall completely flat? It’s a question that keeps business owners up at night. In a world overflowing with noise, simply having a great product isn’t enough. You need a strategy—a reliable system for turning curious prospects into committed customers. Enter Michael... Read more »Source: SalesPOP! | Published: August 24, 2025 - 8:37 am
- 🎧 Unlocking Your Sales Superpower: A Mindset MasterclassDo you dread the idea of “selling”? You’re not alone. For many small business owners and professionals, sales feels like a necessary evil—a pushy, manipulative part of the job that nobody enjoys. But what if we told you there’s a better way? What if sales wasn’t about pushing products, but... Read more »Source: SalesPOP! | Published: August 23, 2025 - 8:59 am
- Beyond the Buzzwords: The Real Path to Thought LeadershipThe term “thought leader” is everywhere. It’s a title slapped on everything from corporate bios to social media profiles. But if you’ve ever tried to become one, you know the term can feel like an empty promise—a goal that’s as vague as it is ambitious. So, what does it truly... Read more »Source: SalesPOP! | Published: August 23, 2025 - 8:55 am
- The Sales Mindset Manual: A Guide for Small Business Leadership (video)Sales is often seen as the most intimidating part of running a business, but it’s also its lifeblood. The idea of “selling” can feel pushy or manipulative, a necessary evil that many small business owners and professionals dread. What if we reframed that? What if sales weren’t about pushing products,... Read more »Source: SalesPOP! | Published: August 23, 2025 - 8:45 am
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- How Small Businesses Can Win Deals Without Losing ProfitsSmall businesses often struggle to win deals without cutting into profits. The right sales strategies and CRM tools can help you close more deals, keep margins healthy, and drive sustainable growth. Discover how to balance customer success with profitability—and grow smarter, not smaller. The post How Small Businesses Can Win... Read more »Source: HelloLeads Blog | Published: August 30, 2025 - 3:07 pm
- The Mobile CRM Built for US Sales Teams — Switch Today!Leads are the lifeblood of every business — lose them, and you lose growth and revenue. Yet too many companies still rely on scattered spreadsheets and outdated tools, letting valuable prospects slip away. Get the CRM that wins you more sales! The post The Mobile CRM Built for US Sales... Read more »Source: HelloLeads Blog | Published: August 30, 2025 - 2:44 pm
- Watch Sales Soar — WhatsApp CRM is Mexico’s Game-ChangerIn Mexico, WhatsApp is the most powerful sales channel for growing businesses. But without a CRM, conversations get lost and follow-ups are missed. HelloLeads CRM connects directly with WhatsApp to capture, assign, and track every lead. It keeps your team organized, fast, and ready to close more deals. Easy to... Read more »Source: HelloLeads Blog | Published: August 30, 2025 - 1:40 pm
- Pick the Right CRM—or Risk Losing Customers FastThe right CRM drives growth — the wrong one costs you leads, time, and customers. HelloLeads CRM is a simple, mobile-friendly solution built for SMEs to capture leads, automate follow-ups, and track performance. Affordable and powerful, it helps boost conversions, engage customers, and scale your business with ease. Read More... Read more »Source: HelloLeads Blog | Published: August 22, 2025 - 10:19 am
- From Likes to Leads — Instagram CRM Is Fuelling Small Biz Growth in MexicoInstagram is driving growth for Mexican small businesses by turning “likes” into sales. Its wide reach and low-cost marketing help SMEs compete with larger brands. With HelloLeads CRM, every Instagram lead is captured and followed up instantly, helping businesses manage and close deals anytime, anywhere. This integration turns followers into... Read more »Source: HelloLeads Blog | Published: August 14, 2025 - 8:23 am
- Best CRM for Australia Businesses – Try It Before Rivals DoIn today’s competitive Australian market, managing leads & customer relationships efficiently can be the difference between closing a sale and losing it. Choosing the right CRM now can give your business the edge it needs to stay ahead. As businesses grow, so does the need for a simple, smart, and... Read more »Source: HelloLeads Blog | Published: July 31, 2025 - 6:46 am
- The Future of Branding: How to Take the Lead in 2025Lead the charge in 2025 by embracing innovation, authenticity, and consumer-driven strategies. Leverage AI and emerging tech, build deeper customer connections, and drive impact through purpose-led branding. Adapt, lead, and shape the future of branding! .Read More... The post The Future of Branding: How to Take the Lead in 2025... Read more »Source: HelloLeads Blog | Published: July 29, 2025 - 10:21 am
- Want Higher Google Rankings? Focus on UX Not Just SEOBoost your SEO rankings by prioritizing User Experience (UX)! Optimize your website with fast loading speeds, mobile-friendly design, and seamless navigation to improve engagement and reduce bounce rates. Stay ahead in the digital landscape—optimize for UX and watch your SEO performance soar! .Read More... The post Want Higher Google Rankings?... Read more »Source: HelloLeads Blog | Published: July 25, 2025 - 12:07 pm
- The #1 Instagram CRM that US Small Businesses TrustInstagram may be buzzing with likes and followers, but none of that matters if it doesn't lead to sales. For US small businesses, turning those interactions into real revenue is the difference between thriving and just surviving. Ready to turn Instagram leads into real sales today? . Read More ..... Read more »Source: HelloLeads Blog | Published: July 25, 2025 - 5:31 am
- Ultimate WhatsApp CRM for US BusinessesReach more customers. Close more deals. WhatsApp CRM is your shortcut to faster replies, better service, and higher sales. Ready to transform your customer conversations? Let’s go! . Read More.. The post Ultimate WhatsApp CRM for US Businesses first appeared on HelloLeads Blog. The post Ultimate WhatsApp CRM for US... Read more »Source: HelloLeads Blog | Published: July 23, 2025 - 12:01 pm
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- Accelerating Order Management Cycles with AutomationBefore you can benefit from this workflow automation, you must analyze your OMC to discover where to implement automation tools in your system Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »| Published: September 26, 2023 - 6:30 pm
- The Power of Order TrackingShifting your order tracking to be customer-centric can make not only your customers happy, but make them better for your business overall Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »| Published: September 26, 2023 - 6:25 pm
- Coordinating Responsibilities for a Cohesive Distribution CycleKey points in the distribution cycle and how a streamlined cycle can reduce costs and drive revenue Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »| Published: September 26, 2023 - 5:17 pm
- Mastering the Customer Experience with the Order Management CycleDiscover how mastering each point in the process can transform your customers’ success by delivering the kind of customer experience that boosts satisfaction and retention Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »| Published: September 26, 2023 - 4:29 pm
- Unlocking the Power of AI in FP&AHugh Cumming In the world of FP&A, the promise of ML and AI is accelerating change for professionals Dynamics 365Business CentralDynamics GPDynamics NAVMSDW AudioAccountingBI and ReportingFinancial Management... Read more »| Published: September 26, 2023 - 4:00 am
- The Right Questions To Seal The DealMastering the art of asking the right questions is vital to qualifying prospects and closing the sale Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics GPField ServiceManufacturingSales & Ops Planning... Read more »| Published: September 25, 2023 - 9:52 am
- Supercharge Your Sales with The Ultimate Sales PlaybookThis comprehensive guide provides a sales playbook template and key information to level up your performance Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics NAVSales & Marketing... Read more »| Published: September 25, 2023 - 9:50 am
- The CRM Selection ChecklistMake your CRM adoption process a smooth one Aha Apps Dynamics 365Customer EngagementDynamics CRM... Read more »| Published: September 25, 2023 - 9:48 am
- From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; RenderTemplate request; SSRS reportMSDW Reporter A selection of the latest insights from the Dynamics 365 CRM blogs Dynamics 365Customer EngagementDynamics CRMMSDW AudioSales & Marketing... Read more »| Published: September 24, 2023 - 4:00 am
- From the Microsoft Dynamics 365 Business Central blogs: SecretText; Account schedules; Power BI integration; Item returnsMSDW Reporter A selection of the latest insights from the Dynamics 365 Business Central blogs Dynamics 365Business CentralDynamics NAVMSDW AudioBI and ReportingSales Order ProcessingSecurity... Read more »| Published: September 24, 2023 - 4:00 am
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- Think Like a ScientistDoesn't growing a business sometimes feel like you're expected to have all the answers? Investors want certainty. Teams want clarity. Customers want guarantees. The post Think Like a Scientist appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 27, 2025 - 12:03 pm
- Retention Is the New Acquisition: CRM Strategies That Keep Clients LoyalIn the fast-paced world of marketing agencies, client acquisition has long been the hero of growth strategies. But as the digital landscape matures and competition intensifies, a quieter, more powerful force is taking center stage – retention. Keeping clients loyal isn’t just a cost-saving tactic, it’s a strategic advantage. And the... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 26, 2025 - 4:30 am
- A growth hacksharing a quick insight... Most CRMs were built for storing data and not fueling growth. They're databases - not growth engines. The post A growth hack appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 20, 2025 - 6:52 am
- The 2025 CRM Tech Stack: Must-Have Integrations for Marketing AgenciesIn the fast-evolving world of digital marketing, agility isn’t optional—it’s essential. As client expectations rise and campaign complexity grows, marketing agencies must rely on a tech stack that’s not just powerful, but seamlessly connected. At the heart of this stack lies the CRM: the command center for client data, campaign... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 19, 2025 - 9:28 am
- The Move That Turns a No into YesHope you are enjoying the last few weeks of summer! Let’s continue our discussion on leads… and why a lead that goes quiet isn’t always lost. The post The Move That Turns a No into Yes appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 13, 2025 - 10:01 am
- Reducing Churn in Financial Services: CRM Strategies That WorkIn the high-stakes world of financial services, client retention isn’t just a metric—it’s a mandate. Whether you’re managing wealth portfolios, offering insurance solutions, or providing lending services, the cost of losing a client often exceeds the cost of acquiring a new one. Yet, many firms still struggle to identify churn... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 8, 2025 - 1:19 pm
- Lead Generator Free ToolThe post Lead Generator Free Tool appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 7, 2025 - 11:27 am
- Maybe your best lead isn’t dead… yetDo you sometimes feel stuck in a growth rat race? Generate more leads. Fill the funnel. Grow the pipeline. Hit your numbers. The post Maybe your best lead isn’t dead… yet appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 6, 2025 - 11:27 am
- Why Financial Services Firms Need a CRM Built for Compliance and TrustIn today’s hyper-regulated financial landscape, trust isn’t just a virtue—it’s a competitive advantage. Financial services firms operate under intense scrutiny, with evolving compliance mandates and rising customer expectations. Amid this complexity, a Customer Relationship Management (CRM) system isn’t just a tool for managing leads and contacts—it’s a strategic asset that... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: August 1, 2025 - 12:08 pm
- Integrating CRM with Core Financial Systems: A Roadmap to Digital MaturityIn today’s hyper-connected financial landscape, digital maturity isn’t just a competitive advantage—it’s a survival imperative. Financial institutions are under increasing pressure to deliver seamless customer experiences, ensure regulatory compliance, and optimize operational efficiency. At the heart of this transformation lies a powerful synergy: integrating Customer Relationship Management (CRM) systems with... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: July 30, 2025 - 1:38 pm