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- Can I link multiple brands/websites?SMB Owner Evaluating CRM solutions and realize I aspire to operate ~5 wellness brands/websites. Can I nest/link all of them into a single CRM hub? submitted by /u/DFWGuy55 [link] [comments]... Read more »Source: Reddit - R/CRM | Published: June 30, 2022 - 6:44 pm
- Yet another "Which CRM to choose"I'm currently looking for a crm that allows for a few specific tasks. I would like to have a crm that I can create a price quote/ estimate calculator and inbed on my website that customers can fill out and get the price for service (after filling in details email,... Read more »Source: Reddit - R/CRM | Published: June 28, 2022 - 3:23 am
- CRM for wholesale companyWe are currently using Repsly and its great however we would like to change to a CRM where those functionalities remain but we also want to expand into using a CRM with an e-commerce platform and integrating it with our ERP which is not cloud based. My company is based... Read more »Source: Reddit - R/CRM | Published: June 27, 2022 - 2:50 pm
- CRM for advisory consulting firmHello! Short-ish version: I'm looking for a secure document upload and sharing portal that lets me track sequential correspondence with clients (e.g., document signoff) and update them on project status. Time-tracking is a plus but not required. I want all clients to have some sort of profile, and each profile... Read more »Source: Reddit - R/CRM | Published: June 27, 2022 - 6:35 am
- CRM for personal networking useHey all I regularly do a lot of networking. Both locally and nationally. I generally have nothing to sell. It is more like industry conferences and such. I may occasionally have a need to reach out to some people for business purposes, or they are just good people to keep... Read more »Source: Reddit - R/CRM | Published: June 27, 2022 - 1:18 am
- Confirming that Keap is the best value for my needsBefore I make an investment into a CRM in which I need to be able to see the exact links i.e. precise source websites from which my leads are originating before visiting my site, I want to confirm the following: That for small business, Keap, formerly Infusionsoft, has the best... Read more »Source: Reddit - R/CRM | Published: June 24, 2022 - 4:10 pm
- Best free CRM systemThere are lots of posts with people asking about free CRM systems so I wrote about my favourites here, in case that’s useful. Any others to add? submitted by /u/subsector [link] [comments]... Read more »Source: Reddit - R/CRM | Published: June 24, 2022 - 1:44 pm
- Is there a free CRM you download onto your computer not cloud basedI need a CRM that you can download onto your computer I do not want my sales information in the cloud. I am looking for a CRM that installs onto your laptop, is free (or very cheap), does not require the cloud, simple to use. I am a 1 person... Read more »Source: Reddit - R/CRM | Published: June 23, 2022 - 3:47 pm
- Looking to save a Driver Training School (small business, needs major modernization)Long story short, we're in the Driver Training business. Everything is done in ungodly levels of repetition, partly due to governmental regulations, the rest due to bad management and outright refusal of modernization. Owner is a complete tightwad and will not spend any more than the bare minimum, and basic... Read more »Source: Reddit - R/CRM | Published: June 22, 2022 - 11:49 pm
- What "features" should I be looking for in a CRM that can do this?I'm looking to get a CRM setup for a small nonprofit to help with their student admissions process. Here are the core things we're looking for that a few of the simple CRMs (Less Annoying CRM, Wobaka) didn't seem to offer: A way to assign multiple reviewers to an applicant... Read more »Source: Reddit - R/CRM | Published: June 21, 2022 - 7:54 pm
- Multi-option form that saves data in categories dependant upon answersHello! I need a CRM for a form that asks the user to click one option of three and then dependant upon that is taken to another question where they have another set of options that need to be categorised and saved in a database in tables of those categories.... Read more »Source: Reddit - R/CRM | Published: June 21, 2022 - 1:52 pm
- Looking for a customer database for a non-profit membership organizationFeeling a bit overwhelmed trying to find a simple, cheap/free CRM. I have pretty basic needs and I feel like a lot of the subscription-based CRM is really geared towards making sales, with all the bells and whistles that I don't necessarily need. I really just need something to store... Read more »Source: Reddit - R/CRM | Published: June 21, 2022 - 1:38 am
- Searching for a basic CRM for small creative businessHi there! I am beginning work with a small interior textiles company that sells yards of fabric to interior designers and then produces that fabric to order in their mill. Right now the order details and status are logged in email conversations with the client and/or factory. In order... Read more »Source: Reddit - R/CRM | Published: June 20, 2022 - 11:00 pm
- CRM with full QBO pricing support?Currently using RepairShopr and love the text/email functionality for customer comms, but it won't pull updated pricing from QBO when a product is updated leading to lost margin. Anyone know of a crm/ticketing system that can do this? submitted by /u/508Tech [link] [comments]... Read more »Source: Reddit - R/CRM | Published: June 20, 2022 - 2:46 pm
- CRM automotive industryWhat are the best automotive CRMs out there and how can one choose? Do you recommend Salesforce for a multi branch dealership? submitted by /u/Wonderful_Success492 [link] [comments]... Read more »Source: Reddit - R/CRM | Published: June 19, 2022 - 7:10 am
Reddit - R/CRM
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- Wireframe Tool for Designers & Developers in 2022Whether you are developing a digital product or a UI/UX concept a wireframing tool is required. A wireframe tool allows users to build web or mobile app wireframes. Before any coding is done, wireframes are used to assist designers and clients visualize how the website or app will look and... Read more »Source: Agile CRM Blog | Published: March 17, 2022 - 5:33 am
- Schedule.cc – AI-powered Appointment Scheduling SoftwareSchedule.cc provides the most sophisticated scheduling tools available online to business owners. The app includes cutting-edge features and provides high-quality services to meet all of your booking and scheduling needs. AI is used to personalize the booking process, and the customer receives an email confirmation of their booking. It also... Read more »Source: Agile CRM Blog | Published: March 16, 2022 - 12:12 pm
- A Guide to Choose the Best Website Recording SoftwareIn this digital age, websites are a necessity. Businesses and organizations that want to keep a competitive advantage must establish strategies and implement a quality online presence. One of the primary website metrics to evaluate the quality of the website is to understand how visitors perceive the website. In order... Read more »Source: Agile CRM Blog | Published: March 14, 2022 - 1:39 pm
- Best Screen Capture and Recorder Extension For SMEs – NinjacaptureHow regularly you have the need to capture a screenshot of something on your computer or when you’re browsing the internet? How often do you have to add a note or scribbling on the screenshot in order to make things stand out more? ‘ At the very least, I do... Read more »Source: Agile CRM Blog | Published: March 14, 2022 - 1:38 pm
- Why Do Businesses Need a Customer Help Desk Software?The golden rule “customer is king” is essential for any business that wants to be successful. In today’s market, success is now determined by the customer. Most successful organizations and top companies have mastered the art of customer relations and making services relatively simple for their customers. This is one... Read more »Source: Agile CRM Blog | Published: March 14, 2022 - 12:56 pm
- Workflow Automation – Get the Most Out of Your ZapsWorkflow automation is the process of launching a set of tasks that operate on their own without human involvement. Once the rules and logic are established, automated workflows may send emails, set up reminders, scheduled tasks, start drip campaigns, and more – all without anybody on your team pressing a... Read more »Source: Agile CRM Blog | Published: March 14, 2022 - 9:46 am
- Lead Generation Tool to Convert Website VisitorsCustomer conversions are vital for attaining sustainable growth because customers are the most important part of any business. Website owners, like any other business, want to attract new customers and turn them into long-term customers. However, running a website isn’t straightforward, especially if you want to meet specified growth goals.... Read more »Source: Agile CRM Blog | Published: March 13, 2022 - 12:28 pm
- Features to consider while looking for the best interview assessment toolNinjaInterview is a powerful recruiting platform for identifying the top candidates for an organization’s need to deal with the interview process. When we use NinjaInterview, we don’t have to fear any complications with the outcomes of the applicants. It stores your notes about a candidate during an interview and incorporates... Read more »Source: Agile CRM Blog | Published: March 11, 2022 - 5:43 am
- The Best Electronic Signature Software – Sign.ccElectronic signatures are rapidly expanding and more businesses and organizations have noticed the benefits of electronic signatures. Worried about the security of e-signatures? This is how electronic signature software can help you create electronic signatures securely. The use of electronic signatures in transactions, contracts, and business in general; saves time, cost and... Read more »Source: Agile CRM Blog | Published: March 10, 2022 - 1:20 pm
- Choosing Best Live Chat Software for Your BusinessUsing live chat software, customer service employees can interact with multiple clients at once. Customers can quickly solve various simple problems with the help of self-service tools and automated workflows. Providing excellent customer service has become important to any company’s or business’s success. Customers are no longer solely concerned about... Read more »Source: Agile CRM Blog | Published: March 9, 2022 - 1:20 pm
Agile CRM Blog
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- Announcing Nutshell drip sequences: Deliver a perfectly timed email series without a single clickNurturing your email subscribers takes a lot of work. So…what if we did it for you? Several months ago, we introduced our customers to our email marketing platform Nutshell Marketing. Since then, we’ve been working closely with our customers to better understand their email marketing needs and help unite their... Read more »Source: Nutshell CRM Blog | Published: August 27, 2021 - 6:12 pm
- What is marketing? 25 experts define it in one sentenceMarketing is the one thing every company does but nobody can agree on. A marketer could spend their time writing blog articles, designing marketing emails, recording podcasts, sharing content on social media, managing PPC channels, producing virtual events, gathering product feedback from customers…we could list a dozen more things and... Read more »Source: Nutshell CRM Blog | Published: August 18, 2021 - 8:36 pm
- The best marketing emails sent by Nutshell customers, vol. 1We wanted to showcase some of the ways our customers are expertly (and beautifully) using Nutshell Marketing to reach audiences and drive business! Since being launched earlier this year, we are seeing more and more Nutshell CRM customers using our email marketing platform Nutshell Marketing to reach their audiences, measure... Read more »Source: Nutshell CRM Blog | Published: August 18, 2021 - 1:26 pm
- How to engage millennials with emailProper email marketing allows companies to learn about and build relationships with their target audience, increase brand authority and customer loyalty, and boost revenue. In short, email marketing is an incredible channel that’s been proven, time and time again, to produce amazing ROI. But how does email perform with younger... Read more »Source: Nutshell CRM Blog | Published: August 11, 2021 - 5:27 pm
- 5 ways to make your emails more persuasiveEmail marketing can be captivating, persuasive, powerful, and a phenomenal tool for lead generation—if you know what you’re doing. Unfortunately, it’s so easy to just slap words together and hit “send” without really thinking about what you’re saying. This approach may yield the occasional win. But for the most part,... Read more »Source: Nutshell CRM Blog | Published: July 30, 2021 - 2:58 pm
- 5 ways to boost your email response rateIf you want to succeed with email—and let’s be real, who doesn’t want that?—you need to track important metrics like your open, click-through, and conversion rate. But there’s one metric that doesn’t get the love it deserves: the email response rate. In this article, we’ll discuss what email response rate... Read more »Source: Nutshell CRM Blog | Published: July 23, 2021 - 1:55 pm
- VideoA farewell to the open rateThis fall, when we all unwrap our batch of new emojis with iOS 15, we’ll also say goodbye to something that’s been in the marketer’s toolbox for 20 years: the open rate. Apple’s new Mail Privacy Protection feature eliminates the ability for email marketers to measure opens. iOS Mail currently... Read more »Source: Nutshell CRM Blog | Published: July 16, 2021 - 6:55 pm
- VideoVideoHow to use CRM collaboration tools to close deals fasterA typical sales organization has glass walls around each department, allowing each to gain insight, but not always allowing for communication or collaboration. A winning organization knocks those walls down completely—with CRM as the wrecking ball. Companies and people alike are shifting towards digital solutions to make everyday life easier.... Read more »Source: Nutshell CRM Blog | Published: July 16, 2021 - 3:16 pm
- VideoThe paths that led us here: 8 Nutshellers discuss how they joined the teamAt Nutshell, we strive to create a workplace where anyone can feel welcome. Many members of our team didn’t come from traditional tech backgrounds, and applied for positions at Nutshell after spending their early careers in entirely different fields such as retail management, journalism, and domestic engineering. And that’s a... Read more »Source: Nutshell CRM Blog | Published: July 9, 2021 - 6:53 pm
- Email deliverability: A practical guide for sellers and marketers“Oh, your email ended up in my spam folder” is what email marketers and salespeople hear in their nightmares. Emails only suffer from deliverability issues for a few reasons and all of them are bad. If your emails are ending up in your recipients’ spam folders it means that your... Read more »Source: Nutshell CRM Blog | Published: July 8, 2021 - 2:54 pm
Nutshell CRM Blog
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- Reduce Cost By Reducing Double-Data EntryBreak free from legacy infrastructure to new and innovative cloud-based approaches DBSync Dynamics 365Customer EngagementBusiness CentralDynamics CRMData Integration... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 30, 2022 - 1:18 pm
- How Dynamics 365 CE Partners Can Support Membership Growth in a Changing WorldBest practices and technologies for membership organizations and associations to meet modern and changing demands Prodware Dynamics 365Customer EngagementBusiness CentralCustomer VoiceDynamics CRMPower platformPower Apps PortalsAssociationsHospitalitySportsCustomer Experience (CX)Customer Relationship MgmtLoyalty ManagementPortalsSubscription billingSubscription Management... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 30, 2022 - 8:51 am
- How to Evolve Your E-commerce Technology at Every Stage of Your Business Journey5 steps to stay ahead of the digital commerce curve Evenica Dynamics 365Business CentralFinance and OperationsCommerceE-Commerce... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 23, 2022 - 2:54 pm
- Microsoft Dynamics 365 Tips & Tricks: IntegrationsA high-level overview of some of the most widely used modern integrations for F&O enVista Dynamics 365Finance and OperationsData Integration... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 22, 2022 - 1:02 pm
- Does Your Bank Really Have Your Back?Your bank is an expert at managing your money, butwhen it comes to payment processing, they might not always have your back KwikTag by enChoice Dynamics GPAP AutomationBankingFinancial ManagementPayment Processing... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 21, 2022 - 8:28 pm
- Resco Field Service 2.0 Transition Guide for Dynamics 365Making the switch from MSD365 Field Service or Xamarin app? Check out this transition guide from Resco... Resco.net Dynamics 365Customer EngagementBusiness CentralDynamics GPPower platformEnergyHealthcareManufacturingProperty ManagementSoftwareData IntegrationData ManagementData MigrationField ServiceMobile Applications... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 15, 2022 - 5:18 pm
- The Definitive Guide to Per-User BillingHow to implement, manage, and optimize per-user billing to streamline subscription services and recurring payments Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics GPPower platformAerospace & DefenseAutomotiveConstructionConsumer GoodsDistributionElectronicsEnergyEngineeringFinancial ServicesHosting ServicesIndustrial EquipmentInsuranceLegalLife SciencesManufacturingProfessional ServicesProperty ManagementReal EstateRentalSoftwareTax and AccountingTelecommunicationsUtilitiesAccountingAdvanced PricingAuditingBillingBudgetingEnterprise Asset MgmtFinancial ManagementLease ManagementSubscription billingSubscription ManagementMicrosoft AzureMicrosoft Office 365... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 13, 2022 - 7:18 pm
- Infographic | Build a SaaS Migration Roadmap with 7 Best Practices7 best practices to help companies map a custom roadmap for SaaS migration Binary Stream AzureDynamics 365Business CentralFinance and OperationsDynamics GPPower platformAerospace & DefenseArchitectureAssociationsAutomotiveConstructionConsumer GoodsDesign & DecoratingDesign & LivingDistributionEducationElectronicsEnergyEngineeringFabless SemiconductorFinancial ServicesFood & BeverageGovernmentHealth & WellnessHealthcareHospitalityHosting ServicesInsuranceLegalLife SciencesManufacturingMedia & EntertainmentNot For ProfitOilPharmaceuticalsProfessional ServicesProperty ManagementReal EstateRentalRetailSoftwareSpecialty Vehicles & BoatsStaffing & RecruitingTax and... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 13, 2022 - 3:21 pm
- The Definitive Guide to Bundling or Roll-Your-Own PricingDiscover the perks and pitfalls of bundling Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVPower platformAerospace & DefenseArchitectureAssociationsAutomotiveConstructionConsumer GoodsDesign & LivingEnergyEngineeringFinancial ServicesGovernmentHealthcareHospitalityHosting ServicesIndustrial EquipmentInsuranceLegalLife SciencesManufacturingPharmaceuticalsProfessional ServicesProperty ManagementReal EstateRentalSoftwareStaffing & RecruitingTax and AccountingTelecommunicationsUtilitiesAccountingAdvanced PricingAP AutomationAuditingBankingComplex BillingEnterprise Asset MgmtFinancial ManagementPayment ProcessingSales and Operations PlanningSubscription ManagementMicrosoft AzureMicrosoft Office 365... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 13, 2022 - 2:51 pm
- The CFO’s Playbook for SaaS TransformationThe following industry insights will help your business increase its agility and scalability Binary Stream Dynamics 365Dynamics AXDynamics GPDynamics NAVPower platformAerospace & DefenseAgricultureArchitectureAutomotiveConstructionConsumer GoodsDesign & DecoratingDistributionEducationElectronicsEnergyEngineeringFabless SemiconductorFinancial ServicesFood & BeverageGovernmentHealth & WellnessHealthcareHospitalityHosting ServicesIndustrial EquipmentInsuranceLegalLife SciencesManufacturingOilProfessional ServicesProperty ManagementReal EstateTax and AccountingTelecommunicationsUtilitiesAccountingAuditingComplex BillingCustomer Experience (CX)Enterprise Asset MgmtFinancial ManagementMulti-Entity ManagementMicrosoft AzureMicrosoft Office 365... Read more »Source: Microsoft Dynamic Whitepapers | Published: June 10, 2022 - 9:50 pm
Microsoft Dynamic Whitepapers
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- Jim Pattison Group Saves $70,000 Annually from Consolidating 150 Subsidiaries with Multi-Entity ManagementDiscover how The Jim Pattison Group streamlined data management across 150 subsidiaries with Multi-Entity Management for Dynamics 365 Business Central Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVPower platformAerospace & DefenseAgricultureArchitectureAssociationsAutomotiveBoatingConstructionConsumer GoodsDesign & DecoratingDistributionElectronicsEnergyEngineeringFabless SemiconductorFinancial ServicesFood & BeverageFurnitureHealth & WellnessHealthcareHospitalityHosting ServicesIndustrial EquipmentInsuranceJewelryLife SciencesLumberManufacturingMarketingMedia & EntertainmentMedical DevicesMetalsMineralsOilPharmaceuticalsPrintingProfessional ServicesProperty ManagementReal... Read more »Source: Microsoft Dynamics Case Studies | Published: July 4, 2022 - 6:34 pm
- DynaLife Centralizes Lease Management for Over 30 LocationsIntegrates with Microsoft Dynamics, providing a centralized database Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics CRMDynamics GPDynamics NAVDynamics SLHealthcareLife SciencesAccountingAuditingComplex BillingContract ManagementEnterprise Asset MgmtExpense ManagementFinancial ManagementForecastingInvoice ProcessingLease ManagementRevenue recognitionMicrosoft AzureMicrosoft ExcelMicrosoft Office 365... Read more »Source: Microsoft Dynamics Case Studies | Published: June 6, 2022 - 5:44 pm
- OTC Markets Saves 120+ Hours Each Month with Subscription Billing SuiteIntegration made seamless by familiar Microsoft Dynamics interface Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics GPDynamics SLFinancial ServicesAccountingAdvanced PricingAuditingBankingBI and ReportingBillingBusiness Process MgmtCollections ManagementComplex BillingConsolidation AccountingContract ManagementCPQ (Configure, Price, Quote)Credit Card ProcessingExpense ManagementFinancial ManagementForecastingInvoice ProcessingPayment ProcessingRevenue recognitionSaaSSubscription billingSubscription ManagementMicrosoft AzureMicrosoft ExcelMicrosoft Office 365... Read more »Source: Microsoft Dynamics Case Studies | Published: June 6, 2022 - 5:39 pm
- On a journey with Dooap customersHow AX/D365 FO Users are Benefiting with AP Automation from Dooap. Dooap Dynamics 365Finance and OperationsDynamics AXFinancial ServicesReal EstateTransportationUtilitiesAccountingAP AutomationDocument AutomationFinancial ManagementInvoice Processing... Read more »Source: Microsoft Dynamics Case Studies | Published: May 12, 2022 - 8:20 pm
- El Rio Health Transforms its SCM via MazikCare and Dynamics 365El Rio now uses Power BI dashboards to deliver real-time insights into on-site materials Quisitive Dynamics 365Business CentralPower platformHealthcareData ManagementEnterprise Asset MgmtFinancial ManagementInventory ManagementKPIsResource Dispatch & SchedulingSQL Server... Read more »Source: Microsoft Dynamics Case Studies | Published: May 4, 2022 - 8:27 pm
- Gaining Real-Time Reporting and Decision-Making with Dynamics 365 Business CentralDiscover how the Canadian Paralympic Committee moved their accounting and business management to the cloud for greater accessibility and insight Quisitive Dynamics 365Business CentralDynamics GPDynamics SLNot For ProfitAccountingBI and ReportingEnterprise Asset MgmtFinancial ManagementSales and Operations Planning... Read more »Source: Microsoft Dynamics Case Studies | Published: May 4, 2022 - 7:28 pm
- Netstock + Dynamics Customer Improves Inventory ManagementAnnaghmore improves forecasting and achieves a 30% reduction in stock Netstock Dynamics GPDynamics NAVDistributionManufacturingRetailDemand PlanningInventory Management... Read more »Source: Microsoft Dynamics Case Studies | Published: April 22, 2022 - 4:16 pm
- Aurora Highlights Improved Productivity with Smarter Inventory PlanningBy syncing nightly with their Dynamics NAV ERP system, NETSTOCK generated data-based forecasts that were timely and accurate Netstock Dynamics NAVManufacturingInventory ManagementSupply Chain Management... Read more »Source: Microsoft Dynamics Case Studies | Published: April 11, 2022 - 7:49 pm
- How AP Automation Became The Power House For GenOn's AP TeamLearn more about GenOn's experience implementing and using Dooap's software and how their full-service partner, DXC, helped them in their selection process Dooap Dynamics 365UtilitiesAccountingAP AutomationFinancial ManagementInvoice Processing... Read more »Source: Microsoft Dynamics Case Studies | Published: March 29, 2022 - 5:47 pm
- Arizona-Based Fastener, Bolt and Nut Company Automates Processes with LasernetCopper State Bolt & Nut uses Lasernet to streamline their custom label printing between Dynamics 365 and their e-commerce site to improve process efficiency Formpipe Software Dynamics 365Finance and OperationsConstructionDistributionDocument AutomationDocument Management... Read more »Source: Microsoft Dynamics Case Studies | Published: March 21, 2022 - 7:30 pm
Microsoft Dynamics Case Studies
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- How 3 Insurance Companies are Leveraging Marketing AutomationThere are people out there on a quest to find your insurance products and services, and once you...... Read more »Source: Act-On Marketing Automation | Published: July 5, 2022 - 2:00 pm
- VideoWhat it Looks Like When Your CRM and Marketing Automation Work TogetherWEBINAR WRAP-UP The overwhelming majority of business leaders agree: collaboration between sales and marketing enables critical growth. This...... Read more »Source: Act-On Marketing Automation | Published: June 29, 2022 - 5:21 pm
- 3 of the Best Financial Services Marketing CampaignsMarketing financial products and services can be a challenging task. You need to find the right approach to...... Read more »Source: Act-On Marketing Automation | Published: June 21, 2022 - 1:16 pm
- 4 Massively Important Financial Services Marketing StatisticsAre you wondering if you’re on the right track with your approach to financial services marketing? Maybe you’re...... Read more »Source: Act-On Marketing Automation | Published: June 7, 2022 - 1:55 pm
- Automate Your Wealth Management Marketing ProcessesLearn how marketing automation helps financial advisors and wealth management marketing professionals streamline and simplify their processes.... Read more »Source: Act-On Marketing Automation | Published: June 2, 2022 - 1:00 pm
- Manufacturing Marketing Best PracticesNo matter your industry, there is a good rule of thumb for great marketing: the rule of one....... Read more »Source: Act-On Marketing Automation | Published: May 24, 2022 - 1:54 pm
- B2B Demand Generation Trends: The Newest DataOur recent Using Data to Drive Demand report finds two important areas where B2B marketers are struggling. The...... Read more »Source: Act-On Marketing Automation | Published: May 19, 2022 - 4:10 pm
- Persona-Based Marketing for ManufacturersPersona-based marketing is a powerful tool that helps manufacturing organizations create better customer experiences. That’s because, as you...... Read more »Source: Act-On Marketing Automation | Published: May 17, 2022 - 1:32 pm
- Marketing Automation Maturity for Financial Services CompaniesWe get it. You’ve been through a lot lately working in the financial services industry. Fast-changing customer demands...... Read more »Source: Act-On Marketing Automation | Published: May 10, 2022 - 7:00 am
- How Financial Marketing Automation Builds TrustDigital acceleration has rocked the financial services ecosystem, and organizations have quickly transformed how they support the customer...... Read more »Source: Act-On Marketing Automation | Published: May 3, 2022 - 4:00 pm
Act-On Marketing Automation
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- Sugar Sell Outperforms Key Competitors in G2 Mid-Market Customer Rankings... Read more »Source: SugarCRM UK - Resources | Published: June 29, 2022 - 3:56 pm
- From Technology to Engaged Employees... Read more »Source: SugarCRM UK - Resources | Published: June 27, 2022 - 6:45 pm
- Nucleus Research: 2022 Marketing Automation Technology Value Matrix... Read more »Source: SugarCRM UK - Resources | Published: June 27, 2022 - 5:21 pm
- From Referrals to Sales Success... Read more »Source: SugarCRM UK - Resources | Published: June 24, 2022 - 6:44 pm
- Dream Different: Get More for Less with SugarCRM... Read more »Source: SugarCRM UK - Resources | Published: June 3, 2022 - 4:00 pm
- Punk CX: Ensuring Your Company is a Customer Experience Leader... Read more »Source: SugarCRM UK - Resources | Published: June 2, 2022 - 4:50 pm
- Accelerate and Automate Sales: Create the Ultimate Sales Plays with CRM... Read more »Source: SugarCRM UK - Resources | Published: May 24, 2022 - 10:10 am
- From Single Store to Fully Franchised... Read more »Source: SugarCRM UK - Resources | Published: May 20, 2022 - 7:00 pm
- The Scale Up Show: How to Differentiate Your Company so It Counts!... Read more »Source: SugarCRM UK - Resources | Published: May 16, 2022 - 1:01 pm
- The US Contact Center Decision-Makers’ Guide... Read more »Source: SugarCRM UK - Resources | Published: April 26, 2022 - 3:15 pm
SugarCRM UK - Resources
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- Connected Recruiting: Where To Start (And How To Get Results)When it comes to engaging candidates during the hiring process, there’s no shortage of best practices and technologies to help your team effectively communicate with candidates before, during, and after placement. But with hundreds, sometimes thousands, of candidates in process at once, how can you ensure each candidate is receiving... Read more »Source: Bullhorn | Published: July 1, 2022 - 1:00 pm
- What Is Connected Recruiting?In Bullhorn’s recent GRID Talent Survey of 2,000+ perm, freelance, and temp workers in North America and the UK, 70% said they want human interaction during the search and placement process. In a time when the talent shortage is top of mind, how can recruiters consistently engage with talent in... Read more »Source: Bullhorn | Published: June 22, 2022 - 1:00 pm
- How Employers Can Turn the Great Resignation Into OpportunityEmployers get a few more gray hairs every time they hear the term “The Great Resignation.” Why not recognize the opportunity it offers to set yourself apart from the competition? Raises and bonuses are often the first tactics used to stem the tide of employee attrition. More money is always... Read more »Source: Bullhorn | Published: June 16, 2022 - 1:00 pm
- 4 Staffing Tools that Will Improve Your Workflow (and Why)The world is full of new staffing tools, each of them promising the same thing: to grow your business. In this influx of constantly evolving tech, it can be easy to get lost in the midst of it all. How can you ensure you’re choosing the right digital solutions to... Read more »Source: Bullhorn | Published: June 15, 2022 - 1:00 pm
- 35 Insights from Recruitment Leaders on Meeting the Moment in 2022This year at Engage Boston, we were honored to host a range of voices from across the staffing industry. We heard from customers, partners, and some of our very own leaders from Bullhorn in two days of jam-packed keynotes and sessions. Amidst the excitement of our first in-person conference in... Read more »Source: Bullhorn | Published: June 9, 2022 - 1:00 pm
- How Will You Meet the Moment? The Best of Engage Boston 202244 speakers. Over 1,000 attendees. 47 sponsors. And too many handshakes, hugs, and smiles to count. At Engage Boston 2022, we finally had the opportunity to get together in person with our customers, staffing peers, and partners for the first time in three years. It couldn’t have come at a... Read more »Source: Bullhorn | Published: June 7, 2022 - 6:17 pm
- What Does It Mean for a Temporary Staffing Agency to Meet the Moment?Prior to Bullhorn’s acquisition of Sirenum, we spent our days fully immersed in the challenges of workforce management for hourly workers. For the most part, that was temporary staffing agencies. In the last five years, market dynamics, particularly in high-volume or high-compliance staffing, have evolved tremendously, and the pandemic has... Read more »Source: Bullhorn | Published: May 31, 2022 - 1:00 pm
- What Can You Expect at Engage Boston 2022?After two years of hosting Engage virtually, we can’t wait to see everyone in person for two days of learning, networking, and reconnecting with our industry peers. Engage Boston has always been about bringing together our incredible community of staffing and recruiting leaders, and we’re very much looking forward to... Read more »Source: Bullhorn | Published: May 27, 2022 - 1:00 pm
- Introducing the Engage Boston 2022 Platinum SponsorsWe hope you’re as excited as we are for Engage Boston in just a few weeks. We’re thrilled to welcome many of our Bullhorn Marketplace partners to Engage Boston 2022 and encourage attendees to meet with and learn from them while at Engage. Register for Engage Boston Today to Meet... Read more »Source: Bullhorn | Published: May 19, 2022 - 1:00 pm
- Announcing the Engage Boston 2022 Keynote HeadlinerIn just a few weeks, Michael Strahan, Emmy winner, Super Bowl Champion, and Peabody Award-winning journalist, will take the main stage at Engage Boston 2022 to share his unique experiences with attendees. From the Pro Football Hall of Fame to your favorite television program to the NYT Best Seller List,... Read more »Source: Bullhorn | Published: May 13, 2022 - 2:42 pm
Bullhorn
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- ● Forum Post: Jscript to convert date to text problem after upgradeHi All, I use this Jscript to convert the default field birthdate to text ( new_geboortedatumtekst) . After upgrading form CRM 2013 to Dynamics 365 on-premise some dates are converted to one day earlyer. Examples: 1-4-1980 is converted to 31-03-1980. All values in later years are ok. 1-10-1995 is converted... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 6, 2022 - 9:22 am
- ● Forum Post: While opening user in classic getting script error element.setDisabled is not a function in crm 365 uciHi All, I am using below script & calling onload of user record: And If i am opening this user record from owner lookup on lead record its working fine.But in classic ui page if opening user record getting below error: var User_Retail = window.NameSpace || {}; ///Onload Functions call... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 6, 2022 - 9:19 am
- ● Forum Post: RE: Using a fetchxml date filter throws exceptionHello Jan, pls refer this thread, https://social.msdn.microsoft.com/Forums/en-US/dfebb8d5-5957-4bbb-b06e-ed81b1470e96/how-to-handle-datetime-format-in-fetchxmlqueryexpression-when-client-changes-its-date-format?forum=crmdevelopment I hope it helps, Thanks. Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 6, 2022 - 8:17 am
- ● Forum Post: Power Automate and the SendTemplate dataverse action...So this is quite annoying. I'm trying to send a email template out using Power Automate. The email template is created against the opportunity. The email template contains some dynamic content for the contact name of the opportunity and the name of the sales person sending/triggering the power automate flow.... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 6, 2022 - 7:22 am
- Forum Post: RE: Filter Option Set based on another Option SetThank you Andrew, let me check the same.... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 5:09 pm
- Forum Post: RE: Filter Option Set based on another Option SetHello Gary Joel, There are a few ways you can use: 1. JavaScript - www.crmanswers.net/.../dependent-option-set-manager.html 2. PCF control - github.com/.../Dependent-Optionset-Control... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 5:04 pm
- Blog Post: Sending Reminder & Follow Up Emails For Events Using Real-time MarketingI wrote a post about how you can create just 1 Trigger, 1 Email and 1 Journey and have an email sent out when someone registers for an event, and have that email include a link to an ICS (Calendar invite) file that is unique and personalised to them. I... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 4:15 pm
- Forum Post: Filter Option Set based on another Option SetHi There, I'm working on making some changes to the existing form. There are 2 option list where if Option 1 in first drop down is selected we will show Options 1-4 in the second drop down, if Option 2 in first drop down is selected we will show Options... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 3:41 pm
- Forum Post: RE: Plugin assembly not reloaded after update - IIS restart neededHi, We found a workaround. After updating the plugin assembly binaries (see above), we programmatically disable and enable a single (pseudo) SdkMessageProcessingStep. This triggers the reload of the plugin assembly by Dynamics 365. var context = new ServiceContext(service); var step = context.SdkMessageProcessingStepSet.Single(s => s.Name == PSEUDO_STEP_NAME); service.Execute(new SetStateRequest() { EntityMoniker... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 3:26 pm
- Forum Post: No 'Access-Control-Allow-Origin' header is present on the requested resource. If an opaque response serves your needs, set the request's mode to 'no-cors' to fetch the resource with CORS disabled.Hello, I try to use javascript native to get an API response from societe.com but I should to use and activate the extension name's Moesif Cors to get Data. That is not good and proper for the client. I tried to add header to my function, with no-succes to get... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 2:53 pm
- Forum Post: Solution upgrade failed - 'one or more indexes are currently in resumable index rebuild state'Hi, Our latest solution upgrade failed with the following error message: Import failed: Cannot perform this operation on 'object' with ID 298809218 as one or more indexes are currently in resumable index rebuild state. Please refer to sys.index_resumable_operations for more details. This error message seems related to the SQL Server... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 2:27 pm
- Forum Post: RE: Use Postman to CRM 2016 On-Prem IFDHopefully this will lead you in the right direction: www.youtube.com/watch... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 1:34 pm
- Forum Post: RE: Search Functionality not working for virtual entity in model driven appHello, I haven't worked with Virtual Entities for a while but I remember I experienced something similar. When you return EntityCollection to results don't forget to populate the following properties: EntityName, MoreRecords, PagingCookie and TotalRecordCount. Check example I put to the GitHub - github.com/.../RetrieveMultipleHandler.cs... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 1:22 pm
- Blog Post: Synapse Link for Dataverse – MetadataI previously wrote a couple of blog posts (post1 and post2) suggesting two different ways to access your Dataverse metadata in Synapse. Both of these techniques are now redundant as Microsoft announced in May 2022 that the Dataverse metadata is now available directly in Synapse. Your Synapse serverless pool now... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 1:07 pm
- Blog Post: Dynamics 365 InApp NotificationDynamics 365 InApp Notification Maxime Bonnot Tue, 07/05/2022 - 14:45 Body Dynamics 365 InApp Notification An interesting feature has been released in 2022 Wave 1 : In App Notification According to Microsoft documentation, this feature would ease the communication and the collaboration within Dynamics 365. I think that we are... Read more »Source: Microsoft Dynamics CRM - Community | Published: July 5, 2022 - 12:45 pm
Microsoft Dynamics CRM - Community
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- The Ultimate Guide to MailchimpNo matter how you say their name, the Atlanta-based marketing automation and email marketing platform Mailchimp was founded in 2001, and has seen incredible growth over the years. Learn how to use this amazing product in our tutorial. The post The Ultimate Guide to Mailchimp appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 21, 2022 - 7:03 am
- The 35+ Best Sales Training Programs in the WorldFind the best sales training programs organized by category, incl. all the details on pricing, duration, location and more. The post The 35+ Best Sales Training Programs in the World appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 16, 2022 - 7:38 am
- 7 Best CRMs for Outlook + Integration FeaturesDiscover the 10 core features the top 7 Outlook CRM have, which CRM software is best integrated with Outlook, and how satisfied real users are with each. The post 7 Best CRMs for Outlook + Integration Features appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 14, 2022 - 7:30 am
- Sales Quotas: How to Make your Sales More PredictableWhat's a sales quota? What types are available? And how should you set and use them effectively? The post Sales Quotas: How to Make your Sales More Predictable appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 9, 2022 - 7:30 am
- Refer & Get RewardedWith Salesflare's brand new referral program, you can get an equal reward for both and your friend and track your referral in a more natural way. The post Refer & Get Rewarded appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 8, 2022 - 9:17 am
- The 3 Best Free Email Finders: Low Bounces, Quick Search & Great IntegrationsFind email addresses that don't bounce. These are the best email finders around: accurate, fast and well integrated. The post The 3 Best Free Email Finders: Low Bounces, Quick Search & Great Integrations appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: June 7, 2022 - 7:39 am
- 22+ Best Sales Podcasts You Should Check Out in 2022Featured sales podcasts: The Sales Hacker Podcast, SaaStr, The Art of Charm, Sell or Die, The Sales Evangelist, Young Hustlers, Sales Engagement, Accelerate!, The Advanced Selling Podcast, The Prospecting Expert, Women in Sales, The Ziglar Show, Catalyst Sale Podcast, Predictable Prospecting, In the Arena, ... The post 22+ Best Sales... Read more »Source: Salesflare Blog | Published: June 2, 2022 - 7:06 am
- Best CRMs with LinkedIn Integration + Specialized Tools [2022]Looking for a solid LinkedIn-CRM integration? We've researched all the options and ranked them for you. The post Best CRMs with LinkedIn Integration + Specialized Tools [2022] appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: May 31, 2022 - 7:13 am
- 7 Sales Dashboard Examples (30 Reports) + How to Build ThemNeed sales dashboard examples for inspiration? Here's a selection of the essential dashboards and reports, plus how to easily build them. The post 7 Sales Dashboard Examples (30 Reports) + How to Build Them appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: May 24, 2022 - 7:30 am
- 7 Best Mobile CRM Apps [2022 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 [2022 ranking] appeared first on Salesflare Blog.... Read more »Source: Salesflare Blog | Published: May 19, 2022 - 7:28 am
Salesflare Blog
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- What is Merchant Boarding in CRM?Merchant boarding is the process of passing a business recruited by an ISO to a payment processor to be reviewed and set up with a new merchant account. Every business that signs up for a merchant account goes through onboarding, and while the goals of onboarding are always the same,... Read more »Source: Iris CRM | Published: June 29, 2022 - 1:00 pm
- Process Payments In IRIS CRM With NMI Payment GatewayIRIS CRM is happy to share that we have added NMI’s payment gateway as an option when taking payments through IRIS CRM. The new NMI Payment Gateway integration is easy to set up, simply follow the instructions detailed below or watch our video walkthrough. You will need access to the... Read more »Source: Iris CRM | Published: June 28, 2022 - 6:03 pm
- Residuals Calculations – Manual vs. Automatic with IRIS CRMResiduals are an ISO’s reason for operating, but they can also represent a major headache, especially as a portfolio grows and processor and agent relationships become more complex. As ISOs get bigger and bigger, the time and effort required to manually manage residuals data also skyrockets. Luckily, today’s payments technology... Read more »Source: Iris CRM | Published: June 22, 2022 - 5:50 pm
- NMI Full Commerce Integration – IRIS CRM’s New Super PowerIRIS CRM and NMI have teamed up to offer ISOs a full commerce enablement solution that makes it easier than ever to open up new revenue streams, improve service offerings, and gain an advantage over the competition. IRIS CRM offers integrated boarding capability for NMI’s full line of gateway products... Read more »Source: Iris CRM | Published: June 15, 2022 - 1:00 pm
- What is CRM? An ISO ApproachCustomer resource management (CRM) describes a type of software that focuses on collecting and utilizing customer data to improve all aspects of sales and support. The modern world is data-driven, and, today, even the simplest interactions can generate a wealth of lead and customer data – data that can be... Read more »Source: Iris CRM | Published: June 8, 2022 - 1:00 pm
- New Integration: Maverick Payments Merchant ReportingIRIS CRM is excited to announce the release of our Maverick Payments reporting integration to bring even more merchant data directly into your IRIS CRM site. ISOs working with Maverick Payments are now able to have merchant data automatically populated in IRIS CRM. Not only will you be able to... Read more »Source: Iris CRM | Published: June 7, 2022 - 9:35 pm
- VideoIRIS CRM Releases Revolutionary Merchant Import API For Easy New Acquirer IntegrationsIRIS CRM is thrilled to announce our revolutionary Merchant Import API which allows third-parties to become their own datasource within IRIS CRM by creating merchant data such as transactions, deposits, retrievals, chargebacks and statements. By adding the ability to create new merchants and push merchant data into an IRIS CRM... Read more »Source: Iris CRM | Published: June 3, 2022 - 4:50 pm
- ISO vs. ISV: What Does Each Do in the Payments Ecosystem?ISO and ISV are two extremely common terms in the payments industry, but, despite a couple of common letters, the two acronyms describe companies that do very different work – independent sales organizations and independent software vendors. But while ISOs and ISVs have little in common on the surface, the... Read more »Source: Iris CRM | Published: June 1, 2022 - 7:59 pm
- What is the Payment Facilitator Model and What Benefits Does it Offer?Payment facilitators are intermediaries that provide value to the payments industry by matching merchants with electronic payment processing services. The payment facilitator model is a relatively new one that offers some notable benefits to both the merchants they serve and themselves – namely a faster, smoother process, and more control... Read more »Source: Iris CRM | Published: May 25, 2022 - 1:00 pm
- Payments CRMs – What Makes Them Different from Generalist CRMs?What makes a payments CRM different from the dozens of non-industry-specific tools on the market today? At the highest level, customer resource management tools are software platforms designed to help sales organizations do more with the data generated from every interaction they have with a lead or customer. CRM as... Read more »Source: Iris CRM | Published: May 18, 2022 - 6:08 pm
- Instant Merchant Onboarding With Zero-Code Web Forms!Create a seamless account creation process using IRIS CRM’s new Zero-Code Web Form Builder to instantly board merchants. Our new Web Form Builder allows any of your admins, with zero coding skills necessary, to build a fully functional web form that is mapped to your lead fields in minutes. The... Read more »Source: Iris CRM | Published: May 16, 2022 - 6:53 pm
- Agreement Express Integrates With IRIS CRM To Deliver Automated UnderwritingAgreement Express has recently announced a game-changing integration with IRIS CRM to its ScanXpress automated underwriting tool that will allow mutual customers of IRIS CRM and Agreement Express to significantly streamline and even fully automate their due diligence when onboarding new merchants, enabling unparalleled speed for underwriting and time-to-revenue. In... Read more »Source: Iris CRM | Published: May 13, 2022 - 4:07 pm
- How Do I Become a PayFac?Much like independent sales organizations, payment facilitators are companies that act as the liaison between processors and the merchants on the frontlines of electronic payments. PayFacs exist for two reasons: to help payment processors serve far more merchants than they could on their own, and to make it faster and... Read more »Source: Iris CRM | Published: May 11, 2022 - 1:00 pm
- Calculating Payment Residuals – The Old Way and the New WayCalculating residuals is one of the most important tasks ISOs perform each month because residuals represent the vast majority of revenues. Monthly residuals also determine how much an ISO’s independent agents earn, so their accurate and timely calculations are extremely important to the core employees that bring in merchants and... Read more »Source: Iris CRM | Published: May 4, 2022 - 7:18 pm
- MM101 Support Automates Fiserv FSP ISO Residuals ReportingIRIS CRM is happy to share that we have expanded residuals reporting functionality for Fiserv FSP ISOs by adding support for the MM101 file to calculate residuals income. Fiserv FSP ISOs can now use IRIS CRM to automatically calculate their monthly residuals income using the MM101 file. By eliminating manual... Read more »Source: Iris CRM | Published: May 1, 2022 - 6:14 pm
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- Customer Service Outsourcing: Things to KnowCustomer service is what clamps your business to its customers. Customer service has evolved into a specialized industry over the past ten years as a result of changes in customer expectations and behavior as well as quick advances in technology. Businesses of all sizes find an opportunity in outsourcing customer... Read more »Source: Kapture CRM - Blog | Published: July 5, 2022 - 10:29 am
- The Importance of Customer Retention in Increased ROI, Customer Loyalty, and Business GrowthKeeping customer retention high is the key to increased ROI, customer loyalty, and business growth. Learn interesting information on how important customer retention is to drive your company towards profitability and growth. What is Customer Retention? Customer Retention refers to the task an organization undertakes to reduce the number of... Read more »Source: Kapture CRM - Blog | Published: July 4, 2022 - 10:02 am
- Customer Service Problem-Solving Techniques to Improve Your SalesCustomers have numerous issues, with varying degrees of sophistication or viewpoint. They are running out of time. They have an almost unlimited number of product options to choose from. They are wooed by product reviews. In such situations, a customer may not be aware of the best solution to an... Read more »Source: Kapture CRM - Blog | Published: July 1, 2022 - 7:57 am
- Benefits of Implementing B2B Customer Self Service PortalYour customers expect you to have a B2B self-service portal, which is the ultimate reason. It’s simply necessary to meet customer requirements; it’s no longer even considered a “good to have.” According to the Harvard Business Review, 81% of all customers attempt to take care of matters themselves before reaching... Read more »Source: Kapture CRM - Blog | Published: June 29, 2022 - 1:10 pm
- 14 Most Important Customer Service KPI Metrics to Track84% of organizations working to improve customer service report an increase in revenue. After a positive customer experience, 69% would recommend the company to others. 75% of people would return to a company with excellent service. 55% of customers become a customer of a company because of its reputation for... Read more »Source: Kapture CRM - Blog | Published: June 28, 2022 - 11:11 am
- VideoWhat is Customer 360 Degree View and How to Achieve It?In the face of changing customer expectations, businesses are witnessing an urgent need to deliver a personalized customer experience so as not to lose out in the marketplace. Take a look at some of the key personalization statistics: 80% of consumers are more likely to buy from a company that... Read more »Source: Kapture CRM - Blog | Published: June 24, 2022 - 4:28 am
- What is Social CRM? How can it Benefit Your Business?Don’t you all crave for that extraordinary customer service every time you interact with any businesses? That urge and expectation from them to understand and filter options automatically based on your behavioral patterns and browsing habits. Modern customer expectations have changed as a result of technological advancements, particularly in the... Read more »Source: Kapture CRM - Blog | Published: June 22, 2022 - 12:56 pm
- The Importance & Best Practices of SaaS Customer SupportIf you are looking for great success in the SaaS industry, then having a Customer Support and Customer Success team is inevitable. It is because each has its dedicated role to play in customer service. Defining SaaS Customer Support & Customer Success Customer Support and Customer Success come within the... Read more »Source: Kapture CRM - Blog | Published: June 17, 2022 - 1:18 pm
- Why Email Response Time matter in Customer Service and how to improve it?In business, being able to respond to emails faster can help you gain an upper hand in the competitive customer service industry. So work on improving your email response time because it accounts for a great customer experience; the key differentiator that will set you apart from the competition. To... Read more »Source: Kapture CRM - Blog | Published: June 16, 2022 - 7:26 am
- 9 Best Practices for Healthcare Call Centers to Increase Customer SatisfactionIn today’s digital age, call centers have become very popular among multiple industries across the nation and the world. And the healthcare industry is no such exception. It requires call centers to offer a framework for practitioners to exchange accurate patient information while maintaining compliance and lowering expenses. With challenges... Read more »Source: Kapture CRM - Blog | Published: June 15, 2022 - 5:12 am
Kapture CRM - Blog
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- The Hidden Causes Of Burnout & It’s Effects (video)In this Expert Insight Interview, Karen Curry Parker discusses the hidden causes of burnout. Karen Curry Parker is a number-one best-selling author, human-design specialist, trainer, professional speaker and creator of Quantum Human Design and Quantum Alignment System. She is a high-performance life coach who has coached over 10,000 people and... Read more »Source: SalesPOP! | Published: July 3, 2022 - 9:36 am
- 🎧 The Best Is Yet To Come And Why?Although we’ve been through a lot, the best is yet to come. In this Expert Insight Interview, we welcome Mike Stevenson, a global motivational speaker who believes we are entering the most exciting time to be alive. Visit us on Apple Podcast You can also find SalesPOP! on all major podcast stations.... Read more »Source: SalesPOP! | Published: July 3, 2022 - 9:22 am
- 🎧 The Hidden Causes Of Burnout & It’s EffectsYou’re probably burned out if you can’t be without your phone for a couple of hours. In this Expert Insight Interview, we welcome Karen Curry Parker, a high-performance life coach and creator of Quantum Human Design and Quantum Alignment System. Visit us on Apple Podcast You can also find SalesPOP! on all... Read more »Source: SalesPOP! | Published: July 2, 2022 - 9:51 am
- Selling with Dignity (video)In this Expert Insight Interview, Harry Spaight discusses his recently-released book and the concept of selling with dignity. Harry Spaight is a keynote speaker, coach, and author of Selling with Dignity: Your Formula for Life-Changing Sales Results. This Expert Insight Interview discusses: How the book Selling with Dignity came about... Read more »Source: SalesPOP! | Published: July 2, 2022 - 9:45 am
- The Fundamental Error of Approach in Today’s SalesToday’s sales scenario is, to say the least, baffling. We have more books on sales than ever, along with unheard-of numbers of sales seminars and an amazing amount of sales training. Yet sales closing rates remain stagnant—80 percent of salespeople fail, and salespeople only last 18 months on a given... Read more »Source: SalesPOP! | Published: July 2, 2022 - 9:21 am
- The Challenge of Finding Your Purpose (video)In this Expert Insight Interview, Drexwell Seymour discusses finding your purpose. Drexwell Seymour is the author of Rise Up and Take Your Position. This Expert Insight Interview discusses: Why people find it so challenging to discover their purpose How to find your purpose quickly and easily Why it is essential... Read more »Source: SalesPOP! | Published: July 1, 2022 - 9:33 am
- 🎧 Selling with DignityService-minded people can succeed in sales and leadership without being pushy and egotistical. In this Expert Insight Interview, we welcome Harry Spaight, author of Selling with Dignity: Your Formula for Life-Changing Sales Results. Visit us on Apple Podcast You can also find SalesPOP! on all major podcast stations. The post 🎧... Read more »Source: SalesPOP! | Published: July 1, 2022 - 9:00 am
- 🎧 The Challenge of Finding Your PurposeIf you have a passion, don’t procrastinate; start working on it today. In this Expert Insight Interview, we welcome Drexwell Seymour, the author of a book entitled Rise Up and Take Your Position. Visit us on Apple Podcast You can also find SalesPOP! on all major podcast stations. The post 🎧 The... Read more »Source: SalesPOP! | Published: June 30, 2022 - 9:36 am
- How To Live And Lead On Purpose (video)We are all on auto-pilot, living by default. We’ve got this passive engagement going on with life, primarily due to the overwhelming inputs coming towards us at a crazy rate and intensity. When this is the case, it is easier to deaden and numb ourselves and go on “mute.” The... Read more »Source: SalesPOP! | Published: June 30, 2022 - 9:34 am
- VideoWhat Are Link Building Mistakes?Link building is vital in SEO since it helps to drive organic traffic via browsers, particularly in competitive markets. It’s a fact that if your SEO approach is really not high-grade, you’ll wind up hidden deep in the search engine results pages, which is the last place you would like... Read more »Source: SalesPOP! | Published: June 30, 2022 - 9:02 am
- Are You The Salesperson Companies Desire?Being the salesperson companies desire is no easy task, especially with vast differences in the company culture. Never assume a sale; work for it instead is the motto, but for a moment, let’s assume you like your place of work and you want to be a likable salesperson. The ultimate... Read more »Source: SalesPOP! | Published: June 29, 2022 - 9:57 am
- How We Can Use Cognitive Science To Design Better Brand Experiences (video)In this Expert Insight Interview, Sandeep Dayal discusses what is wrong with the old way of branding and how cognitive brands are different from traditional ones. Sandeep Dayal is a seasoned marketing and strategy leader at Cerenti Marketing Group. He serves as a counselor to C-suite executives and board members... Read more »Source: SalesPOP! | Published: June 29, 2022 - 9:55 am
SalesPOP!
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- HCL Does it Again… THRICE!Microsoft announced their global Partner of the Year winners and finalists, and HCL won in two categories and were named a Finalist in a third!... Read more »Source: PowerObjects | Published: June 29, 2022 - 1:56 pm
- Data Quality Assessment & Data Profiling in Power BIIn this blog, we focus on the data profiling feature of Power BI and how it helps derive valuable insights into the quality of your data.... Read more »Source: PowerObjects | Published: June 28, 2022 - 9:29 pm
- The 5 Key Elements of a Successful D365 F&SCM ImplementationIn this blogpost we examine the keys to a successful Microsoft Dynamics 365 Finance & Supply Chain Management implementation.... Read more »Source: PowerObjects | Published: June 22, 2022 - 6:54 pm
- PowerObjects is Now the HCL Microsoft Business Applications PracticeWe've been 100% focused on Microsoft Business Applications, offering solutions that help organizations increase productivity, streamline business processes, and build better relationships. That commitment has never wavered – and it isn’t changing now!... Read more »Source: PowerObjects | Published: June 8, 2022 - 6:37 pm
- How to Limit Portal Comments to the Logged-in UserIn this blog we walk through how to limit portal comments to the logged-in user in Power Apps Portals.... Read more »Source: PowerObjects | Published: May 4, 2022 - 8:27 pm
- Microsoft Dynamics 365 Marketing: Using Pre-defined TokensLearn about one of the most requested features coming to Real-time Marketing: the ability to create pre-defined tokens to make personalization easier.... Read more »Source: PowerObjects | Published: April 29, 2022 - 6:53 pm
- 5 Reasons Why PowerSuccess for Power Platform is Right for Your OrganizationIn this post we explore the top 5 reasons PowerSuccess for Power Platform is the right support program for your organization!... Read more »Source: PowerObjects | Published: April 20, 2022 - 6:04 pm
- New Feature: Document Management in Outbound Email CampaignsThis blog post provides insight on how the Real-Time Marketing Asset Library in Dynamics 365 Marketing can be used to host public PDF documents for Outbound marketing campaigns.... Read more »Source: PowerObjects | Published: April 13, 2022 - 6:58 pm
- 7 Reasons to Choose Dynamics 365 F&SCMIf your organization isn’t leveraging a cloud-based ERP, now’s the time to make the shift! Here are 7 benefits that make Dynamics 365 Finance & Supply Chain Management the right choice.... Read more »Source: PowerObjects | Published: April 6, 2022 - 6:36 pm
- Dynamics 365 Contact Segment Export from Customer Insights to Dynamics 365 SalesIn this blog post we demonstrate how to export Microsoft Dynamics 365 contacts in Customer Insights to the Dynamics 365 Sales app.... Read more »Source: PowerObjects | Published: March 29, 2022 - 7:11 pm
- Steps to Reassign Power Automate Flows to A New OwnerIn this blog post we share a few different strategies that can be employed to assign Power Automate flows to new owners.... Read more »Source: PowerObjects | Published: March 23, 2022 - 8:59 pm
- 5 Ways to Stay Ahead of Supply Chain DisruptionsIs your business struggling with supply chain disruptions? In this blog post we share 5 ways to stay ahead of these disruptions with the help of Dynamics 365 F&SCM.... Read more »Source: PowerObjects | Published: March 16, 2022 - 5:15 pm
PowerObjects
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- 20 Amazing Stats and Facts about Sara Blakely1. About Sara Blakely : Sara Treleaven Blakely is an American businesswoman and Philanthropist. She is a founder of Spanx, an apparel company manufacturing slimming garments with pants and leggings. She invented Spanx, without the experience of fashion. 2. CEO and founder of Spanx 3. Founded Spanx in October 2000... Read more »Source: HelloLeads Blog | Published: July 5, 2022 - 10:50 am
- Top 10 Essential Mobile Apps for Every Small BusinessGetting things done in a simple and faster way has become a hygienic factor these days. That is the reason why apps have a significant role in our daily life as they simplify many routine tasks. We would have come across different apps used for various purposes of simplifying tasks.... Read more »Source: HelloLeads Blog | Published: July 5, 2022 - 10:11 am
- 23 Amazing Stats and Facts about Ralph Lauren1. About Ralph Lauren : Ralph Lauren, is an American fashion designer, philanthropist, and billionaire businessman, best known for the Ralph Lauren Corporation, a global multibillion-dollar enterprise. He has become well known for his collection of rare automobiles. 2. Born on : October 14, 1939 3. Born Name : Ralph... Read more »Source: HelloLeads Blog | Published: June 30, 2022 - 11:26 am
- 20 Amazing Stats and Facts About Sam Walton1. About Sam Walton Samuel Moore Walton was an American businessman and entrepreneur best known for founding Walmart and Sam’s Club retailers. 2. Born on : Mar 29, 1918, in Kingfisher, Oklahoma, US. 3. Parents Name : Thomas Gibson Walton and Nancy Lee 4. Education : University of Missouri (BS) 5. Business : Founder... Read more »Source: HelloLeads Blog | Published: June 29, 2022 - 5:39 am
- Top 8 Practical Gifts for Your Highly Productive FriendIn everyone’s life, gifts are always special, memorable, and are cherished. Especially occasions like festivals, birthdays, wedding anniversaries / any other special days become even more memorable with gifts. On these occasions, gifts are either received/given to others. While receiving gifts on special occasions we cherish them. But choosing an... Read more »Source: HelloLeads Blog | Published: June 28, 2022 - 7:44 am
- Top 15 Free SEO Tools for your small businessSEO tool or search engine optimization software is a program designed to help website owners and small business owners boost their visibility in Google search results. The main goal of the SEO tool is to assist website owners with keyword research, link building, on-page SEO, keyword ranking tracking, technical SEO,... Read more »Source: HelloLeads Blog | Published: June 28, 2022 - 6:46 am
- Top 8 Online Form Builder Apps in 2022Every organization requires data in order to make decisions and Online Form builders are excellent tools for acquiring this data in a digital format rather than the old-fashioned paper forms (i.e., with the usage of paper and pen). Form builders are nothing but surveys that collect information from a group... Read more »Source: HelloLeads Blog | Published: June 27, 2022 - 10:21 am
- 23 Amazing Stats and Facts about Walt Disney1. About Walt Disney : Walt Disney was an American animator, television producer, and entrepreneur, who developed the production of cartoons. He took an art class at a younger age and was interested in drawing 2. His Full name : Walter Elias Disney 3. Quotes: “All our dreams can come... Read more »Source: HelloLeads Blog | Published: June 25, 2022 - 3:10 pm
- Why Does Your Start-up Need A CRM?Managing leads and customers using a CRM tool is vital for every organization, especially start-ups as they need to handle a new influx of customers. For a start-up to stay active and move fast, sales persons need a single efficient tool that saves time and helps them to focus more... Read more »Source: HelloLeads Blog | Published: June 25, 2022 - 2:31 pm
- Customer Success Story – Savino Del Bene, AustraliaSavino Del Bene is a global freight forwarding company that offers efficient, cost-effective solutions and multi-modal transportation services to customers all over the world. Managing air, ocean, and land transport services through established relationships with major carriers, the company has 293 offices across five continents with approximately 4,500 employees. The... Read more »Source: HelloLeads Blog | Published: June 21, 2022 - 5:08 pm
HelloLeads Blog
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- B2B eCommerce for manufacturers: How to stay relevant in 2022Salman Hashmi Digitization is the key to success in the future of the manufacturing industry Dynamics 365Customer EngagementBusiness CentralFinance and OperationsCommerceDynamics AXManufacturingCustomer Experience (CX)E-CommerceManufacturingPortalsSales & Marketing... Read more »| Published: July 5, 2022 - 4:00 am
- Jim Pattison Group Saves $70,000 Annually from Consolidating 150 Subsidiaries with Multi-Entity ManagementDiscover how The Jim Pattison Group streamlined data management across 150 subsidiaries with Multi-Entity Management for Dynamics 365 Business Central Binary Stream Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVPower platformAerospace & DefenseAgricultureArchitectureAssociationsAutomotiveBoatingConstructionConsumer GoodsDesign & DecoratingDistributionElectronicsEnergyEngineeringFabless SemiconductorFinancial ServicesFood & BeverageFurnitureHealth & WellnessHealthcareHospitalityHosting ServicesIndustrial EquipmentInsuranceJewelryLife SciencesLumberManufacturingMarketingMedia & EntertainmentMedical DevicesMetalsMineralsOilPharmaceuticalsPrintingProfessional ServicesProperty ManagementReal... Read more »| Published: July 4, 2022 - 6:34 pm
- From the Microsoft Dynamics GP Blogs: Office 365 changes; VBA showing as locked; Form types; Missing menu itemsMSDW Reporter A selection of the latest insights from the Dynamics GP blogs Dynamics GP... Read more »| Published: July 1, 2022 - 4:00 am
- From the Microsoft Dynamics 365 Business Central blogs: Floating buttons; Job queue failures; Tenant-level notifications; Empty field valuesMSDW Reporter A selection of the latest insights from the Dynamics 365 Business Central blogs Dynamics 365Business Central... Read more »| Published: July 1, 2022 - 4:00 am
- Reduce Cost By Reducing Double-Data EntryBreak free from legacy infrastructure to new and innovative cloud-based approaches DBSync Dynamics 365Customer EngagementBusiness CentralDynamics CRMData Integration... Read more »| Published: June 30, 2022 - 1:18 pm
- How Dynamics 365 CE Partners Can Support Membership Growth in a Changing WorldBest practices and technologies for membership organizations and associations to meet modern and changing demands Prodware Dynamics 365Customer EngagementBusiness CentralCustomer VoiceDynamics CRMPower platformPower Apps PortalsAssociationsHospitalitySportsCustomer Experience (CX)Customer Relationship MgmtLoyalty ManagementPortalsSubscription billingSubscription Management... Read more »| Published: June 30, 2022 - 8:51 am
- Microsoft Dynamics Partner Roundup: Customer issue resolution; Fraud protection services; Sales quick start; New D365 practiceMSDW Reporter A selection of announcements from the Dynamics partner channel Dynamics 365... Read more »| Published: June 30, 2022 - 4:00 am
- MSDW Podcast: The Microsoft Dynamics channel's uncertain economic outlookMSDW Reporter Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVPower platformMSDW PodcastProfessional Services... Read more »| Published: June 29, 2022 - 4:00 am
- Microsoft names 2022 Partner of the Year winners and finalistsMSDW Reporter Microsoft announced its 2022 winners and some adjustments to the structure of awards Dynamics 365Power platform... Read more »| Published: June 29, 2022 - 4:00 am
- Channel Outlook: A Perfect Storm for Microsoft Dynamics VARs?Dana Willmer Why understanding fundamental pressures and macroeconomic trends is so critical to planning for the future Dynamics 365Dynamics AXDynamics CRMDynamics GPDynamics NAVPower platformProfessional ServicesSoftware... Read more »| Published: June 28, 2022 - 4:00 am
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- Cost of Losing Trust Exceeds the Benefits of Gaining It: PwC ReportTrust has become one of the most important factors for businesses to stay in the market, gain more revenues, and retain talent. PwC recently conducted a study to understand how trust impacts organizations and how they can cultivate it. Check out the finding in this article. The post Cost of... Read more »Source: Spiceworks | Published: July 5, 2022 - 3:35 pm
- What Is Jenkins? Working, Uses, Pipelines, and FeaturesJenkins is an open-source CI/CD server that helps automate software development and DevOps processes. The post What Is Jenkins? Working, Uses, Pipelines, and Features appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 5, 2022 - 1:46 pm
- Hacker Selling 1B Chinese Citizens’ Data for 10 Bitcoin On Dark Web ForumThe database, containing the names, addresses, national IDs, mobile numbers, and police/criminal and medical records, was stolen from the Shanghai National Police. The post Hacker Selling 1B Chinese Citizens’ Data for 10 Bitcoin On Dark Web Forum appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 5, 2022 - 1:45 pm
- Spending on Shared Cloud Set to Outpace All Non-Cloud ExpendituresCloud-related spending will continue to outshine non-cloud infrastructure by a significant margin in 2022 and the coming years. The post Spending on Shared Cloud Set to Outpace All Non-Cloud Expenditures appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 5, 2022 - 1:21 pm
- What Is Raspberry Pi? Models, Features, and UsesRaspberry Pi is a credit-card-sized minicomputer that turns a monitor, TV, mouse, or keyboard into a full-fledged PC. The post What Is Raspberry Pi? Models, Features, and Uses appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 5, 2022 - 1:08 pm
- How Diversification Helps Marketers Succeed in the Age of Digital PrivacyAs consumer privacy and the adtech landscape continuously evolve, marketers should consider diversifying their ad budgets and media mix to mitigate risks. In this article, Joey Fulcher, VP of Americas Revenue, Liftoff, discusses a few benefits of diversifying the media mix. The post How Diversification Helps Marketers Succeed in the... Read more »Source: Spiceworks | Published: July 5, 2022 - 9:15 am
- The Future of Web3 and E-Commerce StrategyThe future of e-commerce in Web3 will offer brands an opportunity to shift their branding strategy and focus on user-centric experiences and agile design. The post The Future of Web3 and E-Commerce Strategy appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 5, 2022 - 7:58 am
- 3 Ways Workplace Benefits Can Help Employees Through Today’s InflationAmid today’s record inflation, your employees may need more assistance than ever. Find out from Krystal Barker Buissereth, head of financial wellness, Morgan Stanley at Work, how three high-impact workplace benefits strategies can support them through their financial challenges. The post 3 Ways Workplace Benefits Can Help Employees Through Today’s... Read more »Source: Spiceworks | Published: July 5, 2022 - 7:33 am
- Poor Vulnerability Management Leaving the Doors Open to Old Zero-day BugsAccording to a new report, half of the 18 vulnerabilities discovered until mid-June 2022 were a variant of an existing vulnerability. The post Poor Vulnerability Management Leaving the Doors Open to Old Zero-day Bugs appeared first on Spiceworks.... Read more »Source: Spiceworks | Published: July 4, 2022 - 3:59 pm
- Offer Better Employee Experience With Remote Desktop Solutions: ReportAs remote and hybrid work become popular, companies must understand the problems and ensure they provide employees with an excellent remote working experience. AnyDesk recently conducted a study to understand the nature of remote working experiences and see how to improve them. The post Offer Better Employee Experience With Remote... Read more »Source: Spiceworks | Published: July 4, 2022 - 3:01 pm
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- The story of buying technology: how one company did it – Part 2This is a story about how one organization went about using a software platform to grow … there is a lesson for all of us here … click here to watch it on my LinkedIn post. In this video I tell the story of an organization that wanted to use... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: June 30, 2022 - 4:36 am
- The story of buying technology: how one company did it – Part 1I recorded a video on the process of buying technology … watch it above or you can click here to watch it on my LinkedIn post. In this video I tell the story of an organization that wanted to use technology to grow quickly. What do they do? How do... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: June 23, 2022 - 8:48 am
- 360-degree Customer View: Treasure or Clutter?If you are in sales or marketing or customer service or CX or any department that has anything to do with customers at all, you must have heard the term ‘360-degree customer view’. 360-degree customer view is the concept of aggregating customer data from different touchpoints that customers have used... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: June 16, 2022 - 8:43 am
- Disruption: Slow and SteadyIf you are a business owner or a business leader in your organization wondering whether your company should start moving towards digital transformation… whether it can reap the benefits of new technologies… let me tell you this… It is not a question of IF It is not even a question... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: June 9, 2022 - 6:48 am
- Business as (un)usualIn the past two years, the pandemic has shaken us to our very core … it has forced us to take a hard look inside ourselves .. and the impact it had on all of humanity is like nothing we have ever experienced before. Before March 2020, when the pandemic hit, we... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: June 2, 2022 - 5:13 am
- The race to close a saleThe phone rings and your heart stops. Will this be a go or a no-go? With bated breath you answer the phone. Hello? Its Cathy from Operations. It’s a GO, we can fulfill the order, she says. (Or deliver the product, or fund the loan, or develop the project ..... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: May 26, 2022 - 9:36 am
- The long-term impact of short-term thinkingThis applies to all areas of life you know, but in this post let’s just talk about work. Every time we start working on something big (and often not so big), we find a choice facing us.. Do we go the easier route.. which is also quicker, cheaper, with fewer... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: May 19, 2022 - 4:10 am
- What does entrepreneurship truly mean?Click here to view this video on my LinkedIn post and leave a comment on what you think. So in the last few days I was thinking, somewhat deeply, about the true meaning of entrepreneurship. I have founded two tech companies so far.. and if you know me you’ll know... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: May 12, 2022 - 6:22 am
- Does your Customer think about you?You know that most of the prospects who show interest in your product or service are not ready to buy, right? They’re probably just researching products, getting to know what’s out there, planning for the future, or even gathering information for that upcoming presentation to their management. So, how do... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: May 5, 2022 - 10:26 am
- excuse #2: Nobody Wants ItLet’s talk about another one of those reasons (excuses?) that our team keeps hearing when businesses don’t want to make the commitment to implementing a modern CRM.. Nobody wants it. I have discussed it with my team.. My co-founders My business partner Our sales agents The management team The IT... Read more »Source: Best Small and Medium Business CRM Software – ConvergeHub | Published: April 27, 2022 - 1:33 am