As a B2B business, staying ahead of your competitors and scaling your company require not just understanding your clients but proactively managing relationships with them. A CRM for B2B companies is a tool designed to streamline and strengthen interactions between your business and your clients. From enhanced communication to strategic... Read more »

The Fundraising Effectiveness Project’s Q1 2023 report suggests a decline of 3.8% in donors year-over-year. Unfortunately, for nonprofits that require donors to thrive, this is far from ideal. Lower donor participation and retention were key reasons for this decline. To reverse the decline, nonprofits should work to build strong relationships... Read more »

In the dynamic world of sales, the tools you employ can make or break your success trajectory. Pipedrive, a renowned player in the CRM (Customer Relationship Management) arena, has been the go-to for many businesses. But as the business ecosystem evolves, so do the needs of sales teams. The digital... Read more »

Introduction: In the competitive world of sales, the right CRM can be a game-changer. This article delves into the transformative power of Teamgate CRM, highlighting its unique offerings tailored for small businesses and their impact on sales strategies. Key Takeaways: Teamgate CRM’s role in revolutionizing sales processes for SMBs. The... Read more »

In today’s digital world, Software-as-a-Service (SaaS) has become the go-to solution for businesses seeking cost-effective and flexible software solutions. With the increasing demand for SaaS products, mastering the SaaS sales process has become crucial for companies looking to stay ahead in this competitive market. In this step-by-step guide, we will... Read more »

In a rapidly evolving software-as-a-service (SaaS) landscape, customer retention has become a critical factor for success. With increasing competition and ever-changing customer expectations, businesses need to prioritize strategies and best practices that foster long-lasting relationships with their customers. In this article, we will explore various approaches to boosting SaaS customer... Read more »

In today’s competitive business landscape, developing an effective sales strategy is crucial for small businesses. Without a well-defined plan in place, it can be challenging to attract and retain customers, increase revenue, and drive growth. In this article, we will explore several sales strategy examples tailored specifically for small businesses.... Read more »

In today’s digital age, small businesses must leverage customer service software to stay competitive and meet customer expectations. This article delves deep into the significance, features, and benefits of these tools, providing you with actionable insights to elevate your customer service game. Key Takeaways: The undeniable role of customer service... Read more »

The rapidly evolving field of technology has given rise to various cloud service models, each offering unique features and benefits to businesses. With the increasing popularity of cloud computing, it is essential for organizations to understand the differences between Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and... Read more »

We all have a sense that things are changing rapidly these days. It is more serious than that. We have entered into the Age of Turmoil and our ability to recognize and navigate it will be the single biggest challenge for the rest of our careers. The post Are You... Read more »

Ask any executive or owner of a company and they will probably tell you that marketing is a key component of their business and the driver of brand awareness and growth.  I suspect they would say the same about the accounting department that handles orders and invoices and manages the... Read more »

In a recent training session, I recommended to a group of sales managers that they hire their next salesperson on the basis of that person’s character, rather than his/her skill, experience or knowledge. A couple of them looked like Bambi being caught by a pair of headlights on a dark... Read more »

I just received a notice to upgrade one of my software programs from version 7.9.1 to the latest – version 7.9.2.  You know the drill, as it happens almost daily. Log in to your computer and you’re almost immediately confronted with the latest upgrades. ‘Click here to download the latest... Read more »

Running a small to mid-size business is no easy task and when it comes to generating new business things can often get harder. That’s because producing new business opportunities requires experienced sales and marketing resources and sales automation tools that many of these businesses simply don’t have. “There is clearly... Read more »

If you are a small to mid-size company, you have probably been bombarded by e-mails pitching lead generation services. It is a booming market because every company, large or small, wants and needs new business opportunities. The problem with most lead generation services is that they offer a piecemeal approach... Read more »

  Customer profiling software programs continue to evolve and now enable companies with the ability to capture vital information about customers such as their buying habits, latest purchases, and the level of service they expect. Commence Corporation, manufacturer of Commence CRM, has taken a leadership position in this area and... Read more »

What may be the single most important predictor of an organization’s long-term business development and survival is that organization’s ability to learn. In a world that is changing more rapidly today than at any previous time in human history, the consistent practice of learning is the only sustainable long-term strategy.... Read more »

“Your price is too high!”  The infamous price objection.  Wouldn’t sales be a great profession if we could somehow wipe it out and never hear it again? Unfortunately, that will never happen.  Too many of the people with whom we deal are paid to get the best deal they can. ... Read more »

Recently we had a requirement to remove an existing plugin, as that was no more required. Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps... Read more »

While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details –... Read more »

Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability. Create a new Segment from Real-Time Marketing >> Audience >> Segments Specify the segment name and the target audience (either contact or lead) Now in Query Assist, we can specify the details of the... Read more »

Sales Copilot can be used to get the latest news for the company or account, from Lead, Opportunity, Contact, or Account form. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we... Read more »

With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline. We could see that option available for the Notes in the timeline. It also shows the number of records pinned. To unpin it, we need to click... Read more »

Let us see how we can make use of User Multiplexing to get better performance. Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact). Data Spawner is used to create the 20000 contact... Read more »

Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can... Read more »

In one of our environments, the ActivityPointBase table was occupying nearly 20 GB. It was earlier 40 GB, and we then deleted email records to bring it down to 20 GB. On downloading the table details, we did not get a clear idea of what activity-type table was occupying that... Read more »

Check out the below articles explaining in detail the Reparent behavior. About the reparent action... Read more »

Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API Custom API Test (XrmToolBox plugin) by Jonas Rapp – https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.CustomAPITester/ Also check the other interesting articles on Custom API – https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/ https://www.pragmatic-development.io/blog/implement-business-logic-with-dataverse-custom-api/... Read more »

Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record. Sales Copilot uses Audit History to... Read more »

The conversation form in Omnichannel is now updated to allow agents to view and edit customer and case information more efficiently. To enable it, Inside Customer Service Admin Center app – navigate to Workspaces >> Active Conversation form settings (Manage) Before we enable it let us have a look at... Read more »

Sales Copilot can generate and suggest email content while composing or replying to an email in Dynamics 365 in the context of a Lead or Opportunity record. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we... Read more »

We recently had a requirement to create the SharePoint folder automatically on the Account records creation, instead of having the users click on the Documents tab to create it. We could write a Power Automate flow to achieve this. Here we have enabled the Share Point server-based integration. Also, the... Read more »

Email bounces happen from time to time, but high bounce rates can put your sender reputation in jeopardy, restricting the … Learn To Manage Email Bounce Codes In 10 Minutes Read More » The post Learn To Manage Email Bounce Codes In 10 Minutes appeared first on EngageBay - All-in-one... Read more »

eCommerce AI chatbots are powerful solutions for enhancing engagement between businesses and customers. They are well-designed software programs with sophisticated … eCommerce AI Chatbots: Important Use Cases And Popular Tools Read More » The post eCommerce AI Chatbots: Important Use Cases And Popular Tools appeared first on EngageBay - All-in-one... Read more »

But it can be tricky to design one for yourself, especially if you’re starting out. In today’s article, we’ll feature … Email Blast Examples From Popular Brands to Inspire You Read More » The post Email Blast Examples From Popular Brands to Inspire You appeared first on EngageBay - All-in-one... Read more »

The eCommerce industry has been experiencing rapid growth in recent years, which is expected to continue for the next few … The Best CMS for eCommerce in 2023 [Pros, Cons, Pricing] Read More » The post The Best CMS for eCommerce in 2023 [Pros, Cons, Pricing] appeared first on EngageBay... Read more »

According to career resource Zippia, manufacturing contributes to 12 percent of the United States GDP. It’s a rapidly advancing field. … Marketing Automation For Manufacturing: Beginner’s Guide Read More » The post Marketing Automation For Manufacturing: Beginner’s Guide appeared first on EngageBay - All-in-one marketing, sales, and service software for... Read more »

Your business emails would never get marked as spam, right? That’s the hope of every company, but reality can often … The Impact of Spam Complaint Rates on Email Deliverability (And How To Fix It) Read More » The post The Impact of Spam Complaint Rates on Email Deliverability (And... Read more »

Do you manage a sales team? Do your team members spend the majority of their time sending emails? You are … 9 Sales Email Automation Tools That Don’t Cost a Bomb [+Pricing] Read More » The post 9 Sales Email Automation Tools That Don’t Cost a Bomb [+Pricing] appeared first... Read more »

Currently, there are about 30,000 SaaS businesses globally. With this increasing number, how do you stay above the competition in … The Most Effective SaaS Marketing Strategies for 2023 Read More » The post The Most Effective SaaS Marketing Strategies for 2023 appeared first on EngageBay - All-in-one marketing, sales,... Read more »

If there’s one thing that’s impossible to replicate in eCommerce, it’s customer service. It’s the moat that protects your business … eCommerce Support Technologies To Help Build Your Moat Read More » The post eCommerce Support Technologies To Help Build Your Moat appeared first on EngageBay - All-in-one marketing, sales,... Read more »

According to a survey, 96% of marketers claimed that SMS marketing has been beneficial in generating revenue for their business. The post BigCommerce SMS marketing guide – Boost revenue in 2023! appeared first on Blog.... Read more »

Businesses, be it small or big, wish to grow. If they’ve achieved a 10% growth in the current year, they would aim for 30% more in the next. With the thirst to grow, even the expectations to perform on the marketing and sales team increase. You might have given your... Read more »

According to a survey, consultants making $300K-$3M+ are the ones who market their business more frequently. The post Consulting marketing strategy to attract new clients [With tips] appeared first on Blog.... Read more »

Searching for ways to amplify sales in manufacturing?  The post 15 Clever ways to increase manufacturing sales faster in 2023!  appeared first on Blog.... Read more »

BigCommerce is undoubtedly a commendable platform to facilitate your online store, and with its third-party apps, you can take up your business to another success level! The post 21 Best BigCommerce apps to skyrocket business in 2023! appeared first on Blog.... Read more »

Budget availability is one of the key manufacturing marketing challenges. The post Manufacturing marketing budget – Learn how to spend in 2023! appeared first on Blog.... Read more »

Businesses with easy buying processes are 62% more likely to win a high-value deal. The post 7 Types of consulting sales funnel that you must build in 2023!  appeared first on Blog.... Read more »

91% of manufacturing businesses acknowledge the importance of marketing, but 43% struggle to keep up with new marketing techniques.  The post Top 15 marketing ideas for manufacturing companies  appeared first on Blog.... Read more »

The 2022 manufacturing marketing report by Brandpoint stated that most sales-worthy leads come from inbound channels.  The post Inbound marketing for manufacturers: Benefits, strategy & tips! appeared first on Blog.... Read more »

The marketing approach has evolved as buyers have become more digitally savvy.  The post What is industrial marketing: Strategy & ideas to boost! appeared first on Blog.... Read more »

Post-covid, the manufacturing industry has been highly competitive. The post 14 Toughest manufacturing marketing challenges – Conquer now! appeared first on Blog.... Read more »