If your sales aren’t mobile, they’re static Modern sales professionals need to be both mobile and connected at all times. That’s where the Teamgate mobile CRM idea came to mind. Sales professionals need a fully mobile sales CRM to keep them in-touch and connected with their entire sales process. If... Read more »

Lead management is an integral part of any sales process. It refers to tracking and managing customer contacts, prospects, and leads throughout the sales cycle. Lead management can have a considerable impact on a business’s success, as it can help increase sales, reduce customer acquisition costs, and improve customer retention... Read more »

Xero is one of the most used accounting software on the planet. Small and medium-sized businesses rely on this cloud-based accounting tool to handle their finances and comply with financial regulations. Integrating Xero with a CRM has multiple benefits, but most importantly, it helps organizations automatically correlate financial data with... Read more »

A CRM is a software system that helps businesses manage and track customer interactions and provide insights into customer behavior. In the construction industry, a CRM can track sales opportunities, foster better communication between staff, manage customer invoices, and generate detailed reports.  An effective CRM can help construction companies streamline... Read more »

Sales forecasting software uses predictive analytics and machine learning to analyze past data, including sales, customer demographics, and market conditions, to provide businesses with accurate predictions of future sales. All these can help you identify and take advantage of new opportunities before competitors. In this article, we’ll explore 10 of... Read more »

Customer Relationship Management (CRM) tools have become an integral part of successful sales teams ever since they were created. A CRM system can help you organize, streamline and automate the customer relationship process, enabling you to better engage with customers and prospects. This article looks at five of the best... Read more »

Are you struggling to reach your sales targets? Do you feel like you’re constantly spinning your wheels, without making any real progress towards your sales goals? Setting the right sales goals can make all the difference. In this guide, we’ll walk you through the process of setting, tracking and achieving... Read more »

LinkedIn is quickly becoming one of the most popular and effective platforms for businesses to reach their target customers and grow their network. As a result, more and more companies are taking advantage of LinkedIn’s capabilities and integrating them into their sales process. For companies looking to integrate their CRM... Read more »

Sales automation is vital for businesses looking to improve their sales process and drive growth. Automating repetitive and time-consuming tasks enables sales teams to focus on more critical activities, such as building customer relationships and closing deals. This, in turn, can lead to an increase in productivity and a higher... Read more »

Customer segmentation is a hot topic today as businesses want to be more efficient in controlling the cost of customer acquisition. So, what is customer segmentation? Customer segmentation is all about identifying how you can maximize profits from your customer base. It’s about creating specific segments or categories of customers... Read more »

Q. I have been reading some of your articles and then came across your website. I was wondering what kind of advice you would give to a salesperson trying to become a sales manager. What steps should I try taking first? A. Good question. I’m sure there are thousands of... Read more »

  Let’s say you want to introduce a new product or service to the marketplace, but you have a limited budget. Engaging a social media strategist or running pay-per-click ads on Google are out of the question. So, what can you do?  How about bulk e-mail marketing. According to industry... Read more »

You are responsible for the company’s marketing and lead generation program, and you are working diligently to uncover new business opportunities. Perhaps you have even engaged a third-party company to assist you but it’s not working. There are not enough new leads.  The sales team is frustrated and so are... Read more »

If you are in the financial services or wealth management sector you know that building customer loyalty and trust requires you to deliver world class customer service and quality advice. This requires you to capture, track, manage and share vital customer information with the people and departments that need it... Read more »

Very soon we’ll be confronting the next wave of change as our companies and our jobs lurch back to something resembling pre-covid normal. The question in the back of every executive’s mind is this: “How do we handle the post-Covid changes?” Specifically, we’ll have to accommodate employees who have been... Read more »

Accountability – It’s The Dirty Word that Makes All the Difference I’m a morning lap swimmer. Three times a week, I jump into the community pool at about 7 AM and vigorously swim laps for 30 minutes. It keeps my back pain free and contributes to my overall state of... Read more »

Take a survey of companies using CRM software and you will hear the same complaints. It is too hard to use, too many mandatory fields to fill in and too many clicks to access the right customer data.  After testing several CRM systems it’s hard to argue their point. Of... Read more »

Commence Corporation, a leading provider of Customer Relationship Management software (CRM) has added an array of marketing services to their popular CRM product offering. The services are designed to address a significant challenge facing small to mid-size businesses starting with acquiring a targeted prospect list, building marketing campaigns, the consistent... Read more »

We can configure aa PVA Bot for workstreams and when we install the voice channel demo, we can see a bot already configured for the demo workstream. Recently in our case, the bot configured was not working and we were getting the below message on calling the workstream/voice channel configured.... Read more »

Suppose we want to retrieve the value of the source campaign lookup of the lead records. The schema name of Source Campaign is – campaignid To get its GUID in the Select columns of list rows we can specify it as _campaignid_value i.e. _lookupschemaname_value The other option is if we... Read more »

Recently we saw a few of our agents were not receiving the calls/notification for incoming conversations. Apart from checking the Routing Diagnostics, we can refer to the Omnichannel Ongoing Conversation Dashboard (available for the Omnichannel Supervisor role) In our case, we realized that the ongoing conversation was in Wrap-up status... Read more »

Recently in one of our flows, we were getting the below error – InvalidTemplate. Unable to process template language expressions in action ‘List_rows_:_Region’ inputs at line ‘0’ and column ‘0’: ‘The template language function ‘replace’ expects its first parameter ‘string’ to be a string. The provided value is of type ‘Null’.... Read more »

When we configure the Voice demo, we can see 2 workstreams and queues created for Voicemail one for individuals other for voicemail of type group. The Default Group Voicemail Workstream has the following intake rule defined. And following Route to Queue Rule Configuring Voicemail – https://nishantrana.me/2023/02/23/how-to-configure-voicemail-in-omnichannel-voice-channel-dynamics-365-customer-service/ Similarly, Default Individual Voicemail Workstream... Read more »

Below is how the notification appears to the agents for the incoming conversation. In case the app is in the background the agent might miss the notification. To avoid this scenario we can enable Desktop notifications.       Navigate to Agent Experience >> Workspaces >> Notification Templates (Manage) in... Read more »

Originally posted on Crm Minds: Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called “Start Date” and “End Date”. You want the records can only be saved if the... Read more »

Recently we were facing an issue with a customized automated message that we had configured for one of our voice channels. The message was not getting played and in fact, the default message was also not getting played for our customer. After some testing, we realized it was because the... Read more »

Suppose we have the following Combo Box named Status bind to one of the choice fields of Dataverse. Items = Asset Status option set field of table Product. Now if we want Available to be the default selected value for it, we can use the DefaultSelectedItems property of the combo... Read more »

By default, this is how the notification appears for the agent when he is logged in to the app and is available. There is no sound notification. However, we enable sound notification here. This can be helpful in case the app is in the background and/or the agents are working... Read more »

Say for one the Advanced Queue of type Voice we have the following Overflow handling defined (the queue has only 1 user assigned to it). i.e. Condition = Work item limit exceeds 1 Action = Voicemail And it also has an Out of operation hours condition defined. Now, if the... Read more »

Recently while working on a plugin, we realized that for a particular column, we were not getting value in the context (on Post Create), the same was the case for Post Update and Post Image. Also using Retrieve and RetrieveMultipleto fetch its value inside the Plugin didn’t work Eventually, we... Read more »

We might get the below error while trying to install the profiler in the Plugin Registration Tool. “Unable to Install the profiler” “Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’. at Microsoft.Crm.Tools.Libraries.OrganizationHelper.InstallProfiler(CrmOrganization org, String prtPath) at Microsoft.Crm.Tools.PluginRegistration.OrganizationControlViewModel.<>c__DisplayClass302_0.<InstallProfiler_Clicked>b__2(Object o, DoWorkEventArgs e)” On closing the window we... Read more »

Say for e.g. we have the below flow, which finds the lead having subject as “My Test’s Value” On running it we get the below error To make it work we can make use of replace function here. replace(variables('Subject'),'''','''''') ‘ = to espace ‘ = special character replace(variables(‘Subject’),‘‘‘‘,‘‘‘‘‘‘) Please refer... Read more »

Before marketing to an audience, segmenting them is a must. You have so many options for segmentation, such as geographics or demographics like age, gender, occupation, income, marital status, number of children, and the list goes on. Another option at your disposal is behavioral market segmentation, also referred to as... Read more »

We’ve all seen it used in emails before, and perhaps you’ve even sent it to others when issuing an email. We’re talking about a little acronym that makes a big difference – PS. Do you know what PS stands for and how to incorporate it into social media or email... Read more »

In eCommerce, as in everything, you must have a business plan. However, sometimes, you might not be exactly sure where to start. That’s where this little guide comes in. Ahead, we’ll share all the information you’ll need to create your own eCommerce business plan. How to Write Your eCommerce Business... Read more »

SendGrid is among the most well-known email marketing platforms currently. But some SendGrid alternatives are better for one thing or another. While Sendgrid provides many tools that help create effective email marketing campaigns, it is mainly known for improving email deliverability.  Thus, if you are looking for email marketing software... Read more »

Sales are the lifeblood of any company. We know there’s no dearth of sales KPIs for you to track. But, your sales growth is one metric you cannot miss out on. A sales growth rate that’s rising each year is a definite marker of success. Sales growth can also become... Read more »

HubSpot can transform your inbound marketing. HubSpot can redefine your customer outreach and service. HubSpot can add smooth automation to all your sales, marketing, and customer service workflows. But HubSpot can also drain your marketing budget! via GIPHY What companies use HubSpot? Big names come to mind: Accenture, Trustpilot, Strava,... Read more »

The age of the customer has changed the rules of business. Companies have now shifted their focus away from products & services and towards customer satisfaction and loyalty. According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business.  The new customer-centric model has changed... Read more »

Companies frequently sponsor booths at events organized by others or organize their own events to increase brand awareness and generate leads. These events are also a great way to get exposure on social media platforms, go viral, and gain global recognition. But simply organizing an event is not enough. Marketing... Read more »

Behavioral targeting continues to be a contentious and controversial issue. How? On the one hand, marketers and academics call it the ‘holy grail’ of marketing. On the other hand, civil liberties groups have raised genuine concerns over data privacy. Whether you love it or hate it, behavioral targeting is here... Read more »

Marketing saw a drop in budget share last year from 11.0% to 6.4%. The post 8 Lead generation form examples & 6 tactics you won’t find anywhere! appeared first on Blog.... Read more »

It’s 2023, and Salesmate team is so excited!  But before that, we should pause, look back, and evaluate what we did last year.  For most of 2022, Salesmate improvements revolved around making user experiences better and taking your everyday productivity to the next level.  Let’s take a quick recap of... Read more »

Did you know that 93% of sales professionals cannot forecast their revenue up to 5% even when two weeks are left in the quarter?  The post Sales volume variance: Definition, formula, and factors influencing appeared first on Blog.... Read more »

Customers want to learn the ins and outs of the product/services, but practically, it is difficult for a salesperson to explain everything alone.  The post What is sales collateral? 9 Kinds that’ll shower you with conversions appeared first on Blog.... Read more »

Checkout the detailed study conducted by Salesmate and find out the best day and time to make sales calls. The post [Infographic] The best day & time to make a sales call appeared first on Blog.... Read more »

Lead scoring is a significant element in building MQLs.   The qualification process starts when marketing teams get a hold of prospect data.   Then the lead is qualified based on various grounds and conditions.   Once that’s done, it is finally passed on to the sales team to get conversations going.  Usually,... Read more »

Creating and executing any kind of email campaign is a time-consuming task. On top of that, if you’re not utilizing email automation tools, then you might not get desired results. When it comes to email marketing, implementing automation has become a necessity. Email automation software can help you reach the... Read more »

Implementing live chat and chatbots on your website can help you generate more leads and engage with them. The post 11 Best automotive lead generation ideas to boost your business appeared first on Blog.... Read more »

More than 60% of Salesmate customers with 5+ teammates are using shared team inboxes one way or another.  There’s no question about the effectiveness of shared inboxes, especially for customer success teams.  Collaboration, productivity, and transparency are the values of a shared inbox.  But when you’re looking for the right... Read more »

Today, the average user is already being bombarded with products and services as soon as they leave their house. Due to myriad options, if your first interaction with a prospect isn’t good enough, you’re more likely to lose them forever.  Today, users want businesses to earn their attention and certainly not demand it... Read more »

Prospecting vs. lead generation is an undeniably crucial concern for growing your customer base.   Many times, in the sales and marketing world, these terms are considered identical because of their same goal of gathering qualified leads. However, both of them have entirely different processes. In this article, we have revealed... Read more »