Centralize student communications with CRM email integration—automated follow-ups, fewer admin tasks, and improved admissions and alumni engagement. Source... Read more »

Use CRM data to lower churn: monitor churn, CLV and NPS, automate follow-ups, keep pipeline data clean, and act on engagement signals. Source... Read more »

Connect your CRM to email, calendars and automation to centralize customer data, automate follow-ups, and deliver personalized engagement at scale. Source... Read more »

Improve sales forecast accuracy with clean CRM data, defined roles, automated activity capture, standardized pipeline stages, and measurable metrics. Source... Read more »

Use real-time feedback to spot stalled deals, improve team communication, and close more revenue with instant alerts, activity tracking, and pipeline insights. Source... Read more »

The most effective method to grow your business — and make it more resilient — isn’t necessarily to invest in advertising. Instead, establishing trust offers exceptionally valuable benefits in multiple ways. But how do you position your organization as a competent and experienced entity that customers can rely on for... Read more »

HubSpot can become costly and complex for sales teams. Find a simpler, sales-first CRM with clearer pipelines, lower pricing and built-in dialing. Source... Read more »

Key CRM stats sales leaders should know: ROI, adoption pitfalls, mobile and AI impact, productivity gains, pipeline and retention insights. Source... Read more »

Interactive dashboards stop quiet revenue loss by making CRM data actionable—fixing pipelines, cutting admin work, and improving forecast accuracy. Source... Read more »

For 30 years I’ve been training B2B sales forces to sell better.  I’ve noticed this – that any group of salespeople, 20% to 30% are eager to learn and enthusiastic about trying some of the practices I teach.  Of the remainer, some will try to apply some of the lessons,... Read more »

Recently, one of my clients recommended that I compile a series of posts on the most important lessons I’ve learned over my 30-year career as a consultant, working with over 500 different organizations. This is one of those lessons: For the overwhelming majority of people, the biggest obstacle to their... Read more »

Small to mid-size businesses today are dealing with a myriad of business challenges. The current political environment and global concerns have created economic uncertainty, rising prices, supply chain disruption, rapid technological changes, and increased competition. In addition, it has become more difficult than ever to recruit and hire people that... Read more »

Companies looking to implement CRM software to automate and streamline their internal business processes are often surprised at the number of alternatives there are to choose from. There are literally hundreds of solution providers with price points starting at free and ranging up to $200 per user per month. This... Read more »

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

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

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

Let’s face it. Marketing is critical to the health of your business. If you are not generating revenue, it can be difficult to remain in business and if you are expecting growth well forget about it. Despite this, many executives of smaller businesses see marketing as an expense that never... Read more »

By Larry Caretsky CEO, Commence Corporation CRM software has been around for 20 years, and at this point people are tired of hearing about it. It is often viewed as a commodity; just a tool differentiated primarily by price and a few unique features that may or may not be... Read more »

We recently worked on a requirement where we had to sync Business Process Flow (BPF) data between two different Dataverse environments for the Case (Incident) table. At first glance, the requirement looked straightforward — pick the active BPF instance and replicate it. However, while analyzing the source environment, we encountered... Read more »

We recently ran into an interesting and slightly frustrating issue while trying to mark an activity (Appointment/Phone Call/ Task) as Completed in Dynamics 365. Whenever we tried to mark the activity as completed, we were getting the following error. We were only getting the exception when the activity was owned... Read more »

If we’re logging into the Plugin Registration Tool using an account protected with Multi-Factor Authentication (MFA), there’s one small setting that can cause login failures — Show Advanced. We need to make sure “Show Advanced” is unchecked before clicking Login. When this option is selected, the tool exposes legacy Username... Read more »

Recently, while performing cleanup in one of our environments, we were removing unused components to reduce clutter and technical debt. As part of this activity, we attempted to delete an old Business Process Flow (BPF) that was no longer required. However, when trying to delete the Business Process Flow, we... Read more »

Recently, while trying to import a solution, we got the below dependencies error. Solution ” Configuration” failed to import: The dependent component SavedQuery (Id=50658a7f-473b-ec11-8c64-000d3a8ead20) does not exist. Failure trying to associate it with SystemForm (Id=a00da85e-5fc4-f011-bbd3-000d3ad2506c) as a dependency. Missing dependency lookup type = PrimaryKeyLookup. The error indicated that a specific... Read more »

While working with a model-driven app in Dataverse, we needed to change the display name of the sitemap. What made this interesting was that there is no option in the UI to rename the sitemap display name directly. After exploring the UI options and confirming that the sitemap display name... Read more »

Recently, we ran into an issue where the Audit History page stopped loading on the form. Interestingly, the problem was limited only to the Account forms. Whenever we tried to open Audit History, we received the generic error below: An error has occurred. Try this action again. If the problem... Read more »

We had a business requirement to block the closing of a Quote as Lost under certain conditions. Instead of leaving the quote in an Active state, we wanted the system to explicitly move it back to Draft and show a clear error message to the user explaining why the close... Read more »

Accidental data deletion in Dataverse happens more often than we expect. A bulk delete job, an incorrect Power Automate flow, or incorrect manual delete can remove important records in seconds. Instead of restoring the environment, Dataverse provides a much better alternative: the Restore message, which allows us to recover deleted... Read more »

In earlier posts, we looked at how to move a Business Process Flow (BPF) stage and finish the process by directly updating the BPF entity instance. In this post, we’ll use RetrieveProcessInstancesRequest and RetrieveActivePathRequest to move a Business Process Flow to its final stage and finish it, using the Phone... Read more »

In the previous post, we explored how to move a Business Process Flow (BPF) to the next stage using a console application, with the Phone to Case Process as a working example. Advancing the BPF stage, however, is only part of the lifecycle. Even after the flow reaches its final... Read more »

In Dynamics 365, Business Process Flows are usually progressed by users through the UI. However, in scenarios like data migration, bulk remediation, or backend automation, we may need to move a BPF stage programmatically. Here we will cover one of the ways we can advance the Business Process Flow to... Read more »

In one of our recent Dynamics 365 / Dataverse projects, we ran into one issue with auto-number fields. We had configured an auto-number for the custom_id field on the Opportunity table. The format used a prefix of QU- followed by eight digits, resulting in IDs such as QU-00000133. Everything functioned... Read more »

Recently, we encountered a build error in one of our Dynamics 365 projects where Visual Studio was unable to find metadata files for NuGet packages, even though the packages were installed. CSC : error CS0006: Metadata file ‘C:\Users\NishantRana\source\repos\Compass Optimisation\ABC.Xrm.Solution\packages\ABC.Extensions.1.0.3\lib\netstandard2.0\ABC.Extensions.dll’ could not be found On checking the packages folder, we could... Read more »

ActiveCampaign is widely recognized as one of the most powerful marketing automation and CRM platforms available today. Known for its […] The post ActiveCampaign Pricing (2026): Plans, Costs, Features & AI Automation Explained appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Customer retention has become the single biggest driver of sustainable growth in modern businesses. With rising customer acquisition costs and […] The post ActiveCampaign vs GetResponse vs EngageBay (2026): Features, AI, Pricing Compared appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Email marketing remains one of the highest-ROI channels for businesses in 2026 — but the tools powering it have evolved […] The post ActiveCampaign vs Mailchimp vs EngageBay (2026) — Pricing, AI & Best Pick appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Choosing between Pipedrive vs Close CRM in 2026 isn’t just about picking the tool with the longest feature list. The […] The post Pipedrive vs Close CRM (2026): Pricing, AI Features & Best Choice appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Looking for the best Pipedrive alternatives in 2026? You’re not alone. As CRM buyers become more AI-focused and budget-conscious, many […] The post 15 Best Pipedrive Alternatives in 2026 (Free & Paid CRM Tools) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Pipedrive vs Monday CRM is still one of the most searched CRM comparisons in 2026 — and for good reason. […] The post Pipedrive vs Monday CRM (2026): Features, Pricing & AI Compared appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

If you’re researching Pipedrive pricing in 2026, you’re in the right place — and yes, we’ll go deeper than just […] The post Pipedrive Pricing 2026: Plans, Costs & AI Features appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

If you’re researching HubSpot vs Mailchimp vs EngageBay in 2026, you’re not just picking an email tool anymore — you’re […] The post HubSpot vs Mailchimp vs EngageBay 2026: Features, Pricing & Best Use Cases appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Pipedrive vs HubSpot vs EngageBay — if you’re evaluating these three CRMs in 2026, you’re likely looking for the right […] The post Pipedrive vs HubSpot vs EngageBay in 2026 — Pricing, AI Features, CRM Comparison for SMBs & Enterprises appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »