Contracts, reports, invoices, presentations, and internal documentation are all commonly shared as PDFs because formatting stays intact when files move between teams. The challenge starts when those files need to be updated. Editing a PDF on a desktop computer is different from editing one on a phone or tablet. Some... Read more »

Simple, repeatable forecasting: combine historical baselines, live pipeline checks, capacity models, and weekly commits to boost accuracy. Source... Read more »

Make every outreach and meeting advance a clear buyer outcome with focused outreach, specific next steps, and clean CRM data. Source... Read more »

Six CRM triggers compared—when to use lead-created, meeting-booked, demo, proposal, no-activity, and deal-aging to automate timely follow-up Source... Read more »

Five customer journey stages and exact sales/CRM actions to prevent stalled deals and improve pipeline accuracy. Source... Read more »

Auto-capture emails, meetings, calls and tasks so CRM reduces admin, speeds lead response, and keeps your pipeline current. Source... Read more »

How Teamgate makes CRM part of daily selling: stage discipline, auto-logging, lead routing, and activity-based forecasting. Source... Read more »

Compare a simple SMB CRM to Salesforce — features, setup, integrations, rep adoption, and per-user pricing. Source... Read more »

Set up a 3–5 stage Teamgate pipeline with clear stage rules, one owner per deal, required fields, and automated follow-ups for reliable forecasts. Source... Read more »

I can actually remember a time when I thought, “I don’t need to know how to use a computer, I’ll just hire people who do.” Those days are, of course, long gone. Today, I’d be lost without my laptop and cell phone. I even take my laptop on vacation. There... 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 »

Recently, I cleared the Microsoft Certified: Architecting Agentic AI Business Solutions (AB-100) exam. While preparing, I ended up creating this one-page Architect’s Compass for my last-minute revision. Instead of memorizing every Microsoft service, I grouped similar services so I could quickly decide which one fits a business scenario. I’m sharing... Read more »

Power Apps now lets us render a column’s data as a small graphic in the grid – a gauge, a sparkline, a colored bar, or stars – instead of plain text. We tried it out on a couple of our own columns, and here’s a quick step-by-step on how to... Read more »

Scenario Working on a custom multi-entity Business Process Flow (Opportunity → Quote) recently, we ran into this error while trying to reactivate the process: The BPF (custom_salesprocess) had already traversed several stages — Generate Opportunity → Qualify → Generate Quote → Initiate Deposit/Bank Guarantee → Sales Completion — before landing... Read more »

We recently refactored a large JavaScript solution — replacing a number of deprecated methods with their supported equivalents, along with some performance improvements — the kind of change that touches a lot of files without changing what any of them are actually supposed to do. That solution needed to go... Read more »

Recently, we ran into an interesting issue while working with a Dynamics 365 / Dataverse environment. Even though the user was assigned the System Administrator security role, the environment did not appear in either the Power Platform Admin Center or the Maker Portal. The surprising part was that nothing was... Read more »

While validating record counts for a Work Orders view in Dynamics 365 Field Service, we ran into the same underlying issue covered in an earlier post – Why SQL4CDS Record Counts May Not Match Advanced Find for Date Filters. This time, instead of just explaining the root cause again, we... Read more »

One of our recent requirements was to ensure that users could no longer register for event sessions once the session had already ended. The goal was to improve the user experience by hiding expired sessions from the Event Registration form, rather than displaying sessions that were no longer available. Once... Read more »

While optimising the performance of a Dataverse plugin, we noticed a QueryExpression using ColumnSet(true). The business logic only required a few attributes, so replacing ColumnSet(true) with a minimal ColumnSet looked like an easy performance improvement. The query also used Distinct = true, which we left unchanged because it had always... Read more »

Check the previous posts for more details – In one of our recent projects, we implemented Cloudflare Turnstile (Invisible) for a Dynamics 365 Customer Insights – Journeys Real-Time Marketing form. In this post, we’ll look at how to configure Cloudflare Turnstile, integrate it with the marketing form using JavaScript, and... Read more »

While implementing custom form submission validation (server side validation) for Dynamics 365 Customer Insights – Journeys Real-Time Marketing forms, we came across the following error, “Required params cannot be null or empty –ms_captcha_solutionms_captcha_typems_captcha_flow_id” after enabling the data-validate-submission attribute on the form as shown below. Setting this attribute to true caused... Read more »

In our previous post, we implemented a simple Honeypot for Dynamics 365 Customer Insights – Journeys Real-Time Marketing forms using JavaScript. Although that prevents most automated submissions, the validation only runs in the browser. Anyone can bypass the JavaScript and submit requests directly to the server. Fortunately, Customer Insights –... Read more »

While working with Dynamics 365 Customer Insights – Journeys Real-time Marketing Forms, we wanted to explore a simple way of reducing bot submissions. A common technique used on websites is a honeypot. The idea is straightforward: In this post, we’ll implement this using the supported Client-side Extensibility events provided by... Read more »

While working on a Dynamics 365 Field Service cleanup, we needed to delete a large number of Work Order records. Before doing so, we wanted to understand exactly what would happen to the related records. Not every relationship is configured for Cascade Delete. Many use RemoveLink, which doesn’t delete the... Read more »

While validating some Dynamics 365 Field Service data recently, we came across an interesting scenario where SQL4CDS and Advanced Find returned different record counts even though the date filters appeared to be identical. At first glance it was surprising to see different record counts being returned despite using what appeared... Read more »

Last updated: 9 September 2026 Stripo is a well-regarded email design tool known for its intuitive drag-and-drop editor, pre-built templates, […] The post Stripo Alternatives 2026: Best Email Template Builders & Drag-and-Drop Editors Compared appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 8 September 2026 Are you considering switching from ActiveCampaign to another software? If rising costs, contract lock-in, or […] The post ActiveCampaign Alternatives: Best CRM & Marketing Automation Tools Compared (2026) appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 7 September 2026 If you’re researching HubSpot vs Mailchimp vs EngageBay in 2026, you’re not just picking an […] 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 »

Last updated: 4 September 2026 ActiveCampaign vs HubSpot vs EngageBay (2026) is one of the most searched CRM comparisons today—and […] The post ActiveCampaign vs HubSpot vs EngageBay (2026): AI Features, Pricing & Best CRM for SMBs appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 3 September 2026 Choosing the right marketing platform isn’t easy, and if you’ve landed on a HubSpot vs […] The post HubSpot vs Mailchimp: 2026 Email Marketing & CRM Comparison appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 2 September 2026 Choosing between HubSpot vs GetResponse in 2026 comes down to how deeply you want your […] The post HubSpot vs GetResponse 2026: Which Marketing Platform Should You Choose? appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 1 September 2026 CRM software has evolved fast. Today, it’s no longer just about contact management. It’s about […] The post Zoho vs HubSpot vs EngageBay (2026): Updated CRM Pricing, Features & AI Comparison appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: August 27, 2026 HubSpot vs SharpSpring is one of the most common CRM and marketing automation comparisons for […] The post HubSpot vs SharpSpring (2026) — Feature & Pricing Comparison Updated for 2026 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »

Last updated: 26 August 2026 EngageBay vs HubSpot is one of the most searched CRM comparisons in 2026; and for […] The post EngageBay Vs HubSpot (2026): Pricing, Features, AI Capabilities & CRM Verdict appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »