Salesforce Marketing Cloud is a potent digital marketing platform that gives companies the ability to design, automate, and distribute individualised marketing campaigns across a variety of channels. Salesforce Marketing Cloud will still be a top option for marketing technology in 2023 and will provide firms with a number of advantages.... Read more »

We are a very small company, and I have been handling customer questions pretty much on my own. The company recently hired a second customer service employee. Now we're looking for a good ticketing system, so we can track handled questions etc. It doesn't have to be feature rich, we... Read more »

Hi all. I’m setting up a new business serving heads of CRM/ CRM managers. So I really just want to hear from CRM leaders(or anyone familiar) and understand what your top three issues are at the moment. I really want to make sure I understand my customers problems properly. I... Read more »

I originally had this idea while supporting my brother's construction biz...I'm building an app that will a) use AI to automatically reply to inbound texts/emails/calls from new clients + queue up the follow up appointment b) then organize those conversations into a CRM-like container, so you'd never need to manually... Read more »

Hey guys! I recently got hired somewhere and we are using a CRM program only problem is they’ve been using it for over 5-6years and it’s filled with old contacts, extra/too many tags and it’s a mess! What’s the best solution? My thoughts were to export the “paying members” to... Read more »

Hi everyone, we are team doing a hackathon for an AI jam. We wanted to poll sales people that use CRMS to try and find a common ground of cool features we can make during the hackathon. We decided to target CRMs and particularly AI integration with CRMs. If you... Read more »

Hey guys https://com.bot/waba I came across this and this seems the most viable and cheapest option for me for whatsapp api and integrate it in my platform. as i have my own crm i am not looking for any other tools or features just only whatsapp api for my users... Read more »

CRM for Veteran (VSO) 501(c)19 nonprofit with 1,500 members, 5,000+ leads I'm looking for a solution to manage about 1,500 (1,012 active today, plus a few hundred inactive) members and at least 5,000 but hopefully more hot leads, that we'll be trying to convert to become members. One big thing... Read more »

title. thank you! submitted by /u/lychiwi [link] [comments]... Read more »

I am currently in a debate trying to figure out what I should go with between Salesforce vs ZOHO vs Hubspot. Starting off I only need about 2 users or logins for awhile until the company scales. My Career job uses Salesforce and I have used hubspot and Salesforce before.... Read more »

Hey small/mid-size business owners, I was wondering whether you have ever tried to handle customer questions via text messages before. How did it go? Do you recommend it? What were some of the adventages/disadvantages you experienced? I want to give it a try but my main concern is that customers... Read more »

Hello everyone! Whey is a beauty CRM for a beauty salon? Looking to maintain a customer contacts, set and send marketing campaigns, track campaigns, set booking appointment, optionally create a client portal and manage hairdresser schedule. Open to ideas, but would love to also hear from anyone who implemented something... Read more »

I work at a international business with 3 different warehouses and sales teams. 40-50 we have been using Legacy software for years primarily Microsoft Dynamics AX 4.0 ERP and CRM Integration Global multi language compatibility for all 3 warehouses 20.000+ unique products with different colors, materials, sizes or custom versions.... Read more »

Hi everybody,I am looking for a solution to fulfill the following main aspects: - Show project status Enter the projects, with details, e.g. supplier, due date, budget, etc... - ToDos for team, assign to team members and have overview of each members open ToDos Enter Todos, assign to other team... Read more »

Content 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 »

App 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 »

App 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 »

Whether 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 »

The 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 »

Customer 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 »

Screen 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 »

Video 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 »

The tools and techniques used to engage customers and increase conversions are continuously changing along with the world of digital marketing. One such technology that has become very popular recently is the image personalization tool. With the use of this software, businesses may dynamically add unique components, such as names,... Read more »

Are you still relying on an outdated, legacy ERP system for your business? Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData Migration... Read more »

Key differences between the two platforms, highlighting the benefits and advantages of upgrading to Dynamics 365 Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »

Are you currently in the process of evaluating different ERP solutions for your business? Look no further than Microsoft’s two powerful options: Dynamics AX and Dynamics 365 Finance. Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »

Valuable insights and practical tips to help businesses make a smooth and successful transition to the cloud Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData MigrationSaaS... Read more »

Learn more about Federal Acquisition Regulations clause 52.216-7, and how to remain compliant with the Department of Defense DATABASICS Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVDynamics SLGovernmentExpense ManagementGovernance, Risk, and Compliance (GRC)Regulatory ComplianceTime & Attendance... Read more »

6 key PIM capabilities to strengthen your digital business Dynamicweb Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics NAVE-Commerce... Read more »

If you're a decision maker in a B2B organization that hasn't yet explored eCommerce in detail, this report is a must-read Dynamicweb Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics NAVE-CommerceWeb Storefront... Read more »

Many organizations are moving beyond the “cost killer” SSC identity to one of “value maker.” Esker Dynamics 365Business CentralAIFinance and OperationsAP AutomationFinancial ManagementRobotic Process Automation (RPA)... Read more »

In this guide, we’ll break down 5 reasons why sales teams who use Dynamics 365 love Cincom CPQ Cincom AzureDynamics 365Customer EngagementBusiness CentralFinance and OperationsCommerceDynamics CRMDynamics GPDynamics MarketingPower platformConstructionConsumer GoodsHosting ServicesIndustrial EquipmentManufacturingProfessional ServicesSpecialty Vehicles & BoatsUtilitiesWaste ManagementBusiness Process MgmtConfiguration & DevelopmentCPQ (Configure, Price, Quote)Document AutomationDocument ManagementProposal GenerationSales & MarketingSales Order... Read more »

Substantial enhancements in its financial management process Quisitive Dynamics 365Business CentralDynamics GPDynamics SLNot For ProfitData Migration... Read more »

A clean user interface to increase productivity and decrease technical questions DATABASICS Dynamics SLProfessional ServicesSoftwareExpense ManagementTime & Attendance... Read more »

Learn how Creative Associates combined Time & Expense with Microsoft Dynamics SL DATABASICS Dynamics SLNot For ProfitExpense ManagementTime & Attendance... Read more »

Learn how Northern Business Intelligence (Northern BI) streamlined their monthly recurring billing processes with a new solution Binary Stream Dynamics 365Dynamics GPSubscription billingSubscription Management... Read more »

Discover how American Software's financial transformation journey and how they won an award for the impact of their efforts Binary Stream Dynamics 365Dynamics GPMulti-Entity Management... Read more »

Fynapse connector offers comprehensive solution for complex enterprise-scale environments Aptitude Software Dynamics 365Finance and OperationsDynamics AXFinancial ServicesAccountingAP AutomationFinancial Management... Read more »

Miller Welding now has instant visibility into workflow issues Cavallo Dynamics GPDistributionDistributionInventory ManagementSupply Chain Execution... Read more »

Learn how Innovia was able to help SBCC fix their persistent system outages, upgrade to Azure servers , upgrade to the latest software, and save money Innovia AzureDynamics 365Dynamics NAVHospitality... Read more »

Discover how Mammoth Holdings streamlined AP accounting processes, preparing to double locations. Binary Stream Dynamics 365Business CentralHospitalityFinancial ManagementMulti-Entity Management... Read more »

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We are fortunate enough to work in an industry where most people have hard-wired motivation and work very hard. How much harder can they work? Even if they could fit another hour in the day, small incremental gains in effort don’t lead to exponential growth in results. How can you... Read more »

Digital transformation remains on everyone’s mind. In this year’s Global Recruitment Insights and Data (GRID) Industry Trends Report, over 2,000 staffing professionals listed it as one of their top priorities. But digital transformation is more than just a buzzword – it’s the key to long-term, sustainable growth. What does digital... Read more »

Learn how Bullhorn Clerical & Light Industrial can empower your firm to achieve more with your existing team and invest now to win later.... Read more »

Struggling to attract enough job seekers to your clients’ job listings without breaking the bank? As a staffing firm, finding the right talent to fill your clients’ open positions is critical – but nobody has an unlimited budget.  While there’s no “silver bullet,” these tactics will help you drive more... Read more »

The rules of engagement have changed. The modern candidate expects a modern recruitment experience, one that’s both personalized and high-tech, and firms that don’t keep up run a risk of losing out on talent. According to this year’s GRID Industry Trends Report, firms that struggled in 2022 were four times... Read more »

When an industry undergoes digital transformation, we see a ripple effect. Certain core services lose value, the performance of traditional channels falters, and customers start to control the process. As staffing begins to digitally transform, like finance, travel, and retail before it, our industry is no exception to these changes.... Read more »

First off, what is WOTC? WOTC stands for Work Opportunity Tax Credit and is a government tax incentive offered to employers for hiring individuals from certain target groups who have consistently faced employment barriers. Tax credits range from $1,500 to $9,600 for each qualified candidate with no limit to the... Read more »

After aligning your team, building your analysis, and setting your targets, you’ve at last measured your Connected Recruiting strategy. However, your job isn’t done. Whichever direction your metrics are trending in, now is your opportunity to tweak your goals or your overall strategy.  This last step of measurement isn’t a... Read more »

While the past few years have held incredible growth for the staffing industry, firms have recently seen weakening demand. Coupled with the turmoil in the financial markets and macroeconomic uncertainty as policymakers wrestle with inflation, staffing industry leaders may be asking: What does the future hold? Bullhorn CEO and founder... Read more »

Salesflare introduces a state-of-the-art email tracking system, filtering on accounts by last email or meeting, and workflows that start instantly. The post Track Your Leads Better appeared first on Salesflare Blog.... Read more »

Discover the 10 core features the top 7 Google CRM have, which CRM software is best integrated with Gmail, and how satisfied real users are with each. The post 7 Best CRMs for Gmail/Google Workspace + Integration Features appeared first on Salesflare Blog.... Read more »

Learn the 5 steps to consistent sales success, including a free sales pipeline template. Discover the typical pipeline stages, plus how to build and manage a pipeline. The post What is a Sales Pipeline? How do I Build an Unbeatable One? appeared first on Salesflare Blog.... Read more »

Discover the 10 core features the top 7 sales tracking software platforms have, how satisfied real users are with each, and their pricing. The post 7 Best Sales Tracking Software for SMBs + Feature Comparison appeared first on Salesflare Blog.... Read more »

Create a sales forecast in no time. Learn about the methods and formulas, the definition, and get a free Excel template or a specialized software tool to jumpstart your sales forecasting. The post Sales Forecasting: How to Do it Quickly & Accurately [+ Template] appeared first on Salesflare Blog.... Read more »

Whether you're using a CRM, Google Contacts, Outlook, Android, iPhone, Excel, ... there's a business card scanner in this list for everyone. The post 10 Best Business Card Scanner Apps for Every Use Case appeared first on Salesflare Blog.... Read more »

Discover which cloud-based CRM is highest rated and works best for your use case. We've compared the top 7 CRM software platforms for you. The post 7 Best Cloud-Based CRM Software in 2023 appeared first on Salesflare Blog.... Read more »

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 [2023 ranking] appeared first on Salesflare Blog.... Read more »

Discover the 10 core features the top 7 lead management and tracking software platforms have, how satisfied real users are with each, and their pricing. The post 7 Best Lead Management & Tracking Software + Feature Comparison appeared first on Salesflare Blog.... Read more »

In early March 2023, Silicon Valley Bank (SVB), the 16th largest bank in the United States and the largest bank by deposits in Silicon Valley, filed for bankruptcy, sending shockwaves throughout the financial industry. SVB, a cornerstone of the region’s economy for decades, fell victim to a classic bank run... Read more »

IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads... Read more »

From shopping to banking to business and beyond, the modern digital experience is all about convenience. The lower friction a solution is, the more attractive it is to end users. For independent software vendors (ISVs) serving businesses, reducing friction and taking the end-user experience to the next level increasingly means... Read more »

In a world where software drives so many aspects of daily life, independent software vendors (ISVs) are becoming an increasingly important target for merchant services. For independent sales organizations (ISOs), ISVs represent a two-sided opportunity. On one hand, with so many apps and software platforms on the market, many ISVs... Read more »

IRIS CRM is happy to share that we’ve revamped the way leads are managed in v2 for a more streamlined workflow. In the v2 we have combined the two separate pages that were used to update leads in v1 – Manage Leads and Manage Unassigned Leads – into one pop-up... Read more »

In a March 2023 LinkedIn post, Faysal Oudmine, the co-founder of Fintecture, offered some insights into Stripe and Adyen – two huge players in the payments space – and how each company was seeing such different results in profitability at large scales. Oudmine noted that Stripe and Adyen both processed... Read more »

In this article: What is a PayFac? The high-level steps involved in becoming a PayFac PayFac technology requirements The buy vs. build decision NMI payment facilitator enablement (FACe): a one-stop solution   What is a PayFac? A payment facilitator (PayFac) is a type of merchant acquirer that provides processing services... Read more »

Between 2011 and 2020, losses from global payments fraud more than tripled from under $10 billion to over $32 billion. That already rapid growth was supercharged by the global pandemic, especially in the ecommerce sector, which on its own is expected to cost merchants around the world a staggering $48... Read more »

When independent sales organization Best Card realized it was time for a new CRM, it made the switch to IRIS CRM after being a Salesforce user for nearly a decade. By migrating from Salesforce to IRIS CRM, Best Card gained an entire suite of industry-specific payments features designed to solve... Read more »

IRIS CRM users are highly familiar with how the system’s suite of payments-specific sales and productivity tools can change the way an ISO does business and drive explosive growth. But, if your ISO is looking to take growth and profitability to an even higher level, integrating IRIS CRM with the... Read more »

Credit card surcharges are becoming more and more common both in-store and online as merchants look for ways to bolster profitability. But why do surcharges seem to have popped up so widely and suddenly over the past few years? The simple answer is that, until recently, merchants weren’t allowed to... Read more »

Building Trust, Communication, and Accountability in the Changing Workplace The evolving nature of work and organizations has given rise to the concept of hybrid leadership. In this blog post, we explore the challenges and strategies involved in leading in a hybrid workplace. We delve into the importance of establishing a... Read more »

From 1991 to 2021, it’s estimated that there are a total of 1.88 billion websites online. You have to be unique to stand out and attract visitors to your site. You must make a good impression to make them want to stay on your site and explore more. When users... Read more »

In this podcast episode, John Golden and Jim Karrh discuss the importance of understanding buyer personas and their buying decisions during a recession or downturn. They emphasize the need to revisit buyer personas regularly and talk to recent buyers to inform marketing and sales decisions. Jim Karrh suggests conducting interviews... Read more »

5 Ways to Reach Buyers During a Downturn In a world where the economy is constantly changing, understanding your buyer personas has never been more important. John Golden and Jim Kraus discuss the key factors that marketers and sales professionals need to consider when trying to reach buyers at the... Read more »

The world of sales is constantly changing, and it’s important for sales professionals to stay up-to-date on the latest trends and insights in order to remain competitive. Fortunately, there are many resources available to help you do just that. In this article, we’ll explore some of the top industry reports,... Read more »

In this podcast episode, John Golden interviews Taft Love about Rev Ops, its definition, and its importance in today’s business world. They discuss the challenges of centralizing functions that traditionally belong to departments, the importance of customer experience, and the role of systems in Rev Ops. They also discuss the... Read more »

How AI is revolutionizing sales and enhancing the salesperson’s effectiveness Rev Ops is a centralized function that manages systems, strategy, and enablement, crucial for companies with a go-to-market strategy that requires collaboration across different departments and shared tools. In a recent podcast episode, John and Taft discussed the impact of... Read more »

Success in today’s fast-paced and fiercely competitive company environment depends on having a strong sales CRM and lead management system. You may automate monotonous operations, keep track of prospects, and gain useful insights into your sales success with the aid of a solid CRM. But having a CRM alone is... Read more »

Are you searching for your next job opportunity? Contract job boards can be a fantastic resource to connect with employers and secure exciting contract positions. Whether you’re a freelancer looking for temporary gigs or a professional seeking project-based work, these platforms can be a goldmine of opportunities. To help you... Read more »

In this podcast episode, John Golden and Nathan Young discuss the role of the Chief Revenue Officer (CRO) in aligning sales and marketing departments. They emphasize the importance of understanding each other’s metrics and priorities and avoiding overcomplicating things. The speakers also discuss the potential impact of AI on sales... Read more »

The Human Connection: Why the CRO Role Is Changing the Sales and Marketing Landscape In today’s fast-paced world, sales and marketing have become more complicated with the introduction of new tools and platforms. However, the key to success lies in the human connection. In a recent podcast episode, two experts... Read more »

In March 2023, Microsoft began rolling out test versions of a next-generation low/no-code solution that will change the way the world creates and uses software applications. Power Apps Copilot is a new AI-powered tool that makes it even easier to build apps.... Read more »

Microsoft's Digital Contact Center Platform pulls together several components of the Microsoft technology stack, including Dynamics 365, Power Platform, Azure, Teams and Customer Voice.... Read more »

The Microsoft Digital Contact Center Platform (DCCP) can elevate the customer service you deliver to a customer experience that will make your company a trusted provider and keep your clients on board.... Read more »

Are you familiar with the idea of intelligent case swarming? Let’s explore it together because it serves as the foundation of the cutting-edge case management and resolution capabilities of the DCCP.... Read more »

While approvals take time to gather, we do not want to let them sit in queue forever. To prevent extended approval waiting times, we add timeout values to the flow. In this blog, we show you how.... Read more »

Microsoft launched into the new year by announcing the Dynamics 365 Customer Service Release Wave 1 plan, and there are great additions coming our way to be excited about.... Read more »

The Microsoft Business Applications Practice at HCLTech is thrilled to be at HIMSS23 in April. That’s right, we’re back in person and excited to be one of the select partners to share a booth with Microsoft.... Read more »

In this blogpost, we demonstrate how to make a copy of a flow. We frequently use this method to create a pseudo version history which can mitigate the risk of updating a flow without a formal version history in place.... Read more »

In this post, we’ll show you how to connect your Power Virtual Agents bot to a canvas app so that users can interact with the bot directly from within your app.... Read more »

We explore a financial services organization that recently embarked on a journey to profile their master data for quality, provenance accuracy and business process alignment.... Read more »

In this blogpost, we explore two of the key capabilities of Microsoft’s Digital Contact Center Platform (DCCP): self-service and intelligent routing.... Read more »

MSDW Reporter A selection of announcements from the Dynamics partner channel Dynamics 365Customer EngagementFinance and OperationsDynamics AXPower platformMSDW AudioPrintingOrder ManagementPayment ProcessingShippingSubscription billingSubscription Management... Read more »

MSDW Reporter With the acquisition, Seisma aims to strengthen its data and AI capabilities AzureAI and Machine LearningComputeDatabasesDevelopmentStorageDynamics 365MSDW Audio... Read more »

MSDW Reporter A selection of the latest insights from the Dynamics 365 Business Central blogs Business CentralMSDW Audio... Read more »

Are you still relying on an outdated, legacy ERP system for your business? Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData Migration... Read more »

Key differences between the two platforms, highlighting the benefits and advantages of upgrading to Dynamics 365 Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »

Are you currently in the process of evaluating different ERP solutions for your business? Look no further than Microsoft’s two powerful options: Dynamics AX and Dynamics 365 Finance. Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »

Substantial enhancements in its financial management process Quisitive Dynamics 365Business CentralDynamics GPDynamics SLNot For ProfitData Migration... Read more »

Valuable insights and practical tips to help businesses make a smooth and successful transition to the cloud Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData MigrationSaaS... Read more »

Learn more about Federal Acquisition Regulations clause 52.216-7, and how to remain compliant with the Department of Defense DATABASICS Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVDynamics SLGovernmentExpense ManagementGovernance, Risk, and Compliance (GRC)Regulatory ComplianceTime & Attendance... Read more »