Why Unified Sales Process? Every brand values its sales team.  That’s because most revenue generation is attributed to the sales team. But for your sales team to have a higher close rate, you must have a unified sales process. What is a Unified Sales Process (And Why is it Important)?... Read more »

The biggest and best thing about the cloud has always been the incredible amount of freedom it provides to various operations. Cloud service providers give startups across the globe many crucial benefits to help lift their company off the ground. One of them is Amazon Web Services. These services have become... Read more »

With the rise of the Internet of Things, wearable technologies, and omnichannel communication, online users now create more data than ever. Studies found that 2.5 quintillion bytes of data are generated daily. Only a small portion of this data is useful to your business.  That is why you need to... Read more »

Both practice and statistics show that a good CRM (Customer Relationship Management) system makes a valuable input to your business success. And that includes various processes, from smooth internal communication to personalized marketing campaigns. Each team and its employees can benefit from using a CRM. Especially nowadays, when it can... Read more »

The one good thing about Cyber Monday is that you don’t have to bash people square in the face to get what you want; or what you think you want. That, unfortunately, is sometimes untrue of its bigger, meaner, older brother, Black Friday. But firstly, what is Black Friday, and... Read more »

Black Friday is a shopper’s dream and worst nightmare. The mass of  post-Thanksgiving ads  has already begun, with retailers large and small offering deals on just about everything. Aside from the fact that it’s now common thing to offer a discount, there are strategic reasons (or companies think they’re strategic)... Read more »

When it comes to marketing, successful business owners understand the importance of efficiency. Employees need to work productively, processes need to be streamlined, and everyday operations need to be effectively managed across the board. Unfortunately, making all that happen on your own can be a Herculean task – but with... Read more »

Are you overlooking your subject lines and preheader text? Research from Convince & Convert revealed that “33% of email recipients decide whether or not to open an email based on the subject line alone.” Yes, that’s the impact a mere subject line can have on your email open rates. I... Read more »

CRM systems have been around for several decades, but they have gained momentum over the past few years. The reason for their popularity has a lot to do with tech-savvy customers’ needs and expectations. They communicate with brands via multiple channels, including phone calls, emails, social networks, and live chat.... Read more »

“We plan to lead the public with new products rather than ask them what kind of products they want, the public doesn’t know what is possible, but we do” Akio Morita knew it right. The visionary entrepreneur developed an early interest in technology and ventured into the tech space with... Read more »

Being confined to work and household pressure amidst the pandemic has urged people to explore places and visit family and friends like never before. This new trend surfacing among Indian travellers is being called as ‘Revenge Travel’. People feel they have been deprived of travelling for so long. This has... Read more »

The out-break of the virus has had a cascading impact on the Indian Economy. Demand is down. Supply chain is broken. And the real estate sector is reeling under the impact of the COVID-19. The sector is facing 2 major challenges namely lead generation and retention. Owners are trying hard... Read more »

It has been rightly said, “You can juggle motherhood while running a business and be great at both.” Vandana Luthra, the founder of VLCC Health Care Ltd. has proven this with her hard work, resilience and zest to dispense best to the society. Vandana had a substantial vision to bring... Read more »

This article is written to share information that is not available on Paramantra’s website. It has been written for prospective buyers conducting research to understand more about Paramantra. If this article does not answer the questions or you need more clarifications please contact us via our website. Solution Coverage CRM... Read more »

In September of 2019, the bad loan ratio for MSMEs stood at 12.2%. This is a 50% bps rise from just a year ago. These rates are expected to further rise given the economic crisis due to COVID-19. Fin-tech companies are not too far behind in addressing this growing need in... Read more »

Whatsapp – 17%   Facebook – 18%   Instagram – 20%   Everything is slowing down due to the pandemic. Businesses, investments, and life in general. But something isn’t slowing down. On the contrary, it’s expanding like never before because of you and us and well people across the globe.... Read more »

Each day we are faced with news and articles detailing the impact of COVID-19 on different industries. No industry has remained unscathed due to the pandemic. While some industries, like travel and hospitality, have seen a decrease in sales, others like online education have seen a spike in sales. These... Read more »

Unemployment rates are surging globally and professionals are taking this opportunity to learn new skills. Online education aimed at skill enhancement and employability is seeing unprecedented traction in economies worldwide and in developing economies, even more so. Our customer is part of the world’s biggest financial literacy education provider operating... Read more »

Client retention is crucial, especially for B2B businesses. However, developing a solid customer retention tactic is not a top priority for marketers; and consumer success groups are nearly impossible to be compensated for effectively upselling in the relatively similar way that a salesman is rewarded for closing a new business. ... Read more »

Most people would think that signing up new customers would be the biggest challenge for CRM solution providers.  With several hundred vendors in the space the CRM sector is one of the most competitive environments in the computer software industry.   We caught up with Commence Corporation’s CEO Larry Caretsky to... Read more »

According to a Stanford University longitudinal study, more than 70% of relationships end during the first year. Anyone who’s ever spent a significant amount of time in the dating world is probably not amazed by these stats, but what stands out from the research is how fast those breakup rates... Read more »

Increasing customer loyalty can substantially boost revenue. So what is client retention, and how can it be improved? Customer retention is a strategy for increasing loyal customers to the brand and company over time.   An effective retention strategy converts one-time consumers into loyal, frequent clients who pay more, buy... Read more »

To grow your business, you must develop the discipline to adhere to certain regular practices. The first of these is investing your time in your business in a methodical, regular and disciplined way. Growing your business is not the result of a one-time event. Growth is the result of disciplined, methodical... Read more »

Businesses have had different experiences with CRM software. Some have done rather well and realized a significant improvement in how they manage customer relationships while others have struggled and say that CRM has just not worked for them.  Those that have had a good experience indicate that they have used... Read more »

So many businesses continue to make the same mistake repeatedly when selecting CRM software.  They focus exclusively on who has the most features and functions at the lowest price. They are so concerned with this that they often lose sight of why they are looking for a CRM solution in... Read more »

Broker-dealers are financial professionals that deal with talking to clients and their finances. With several tasks on their hands, they need excellent CRM software to navigate the industry and accomplish their tasks efficiently. However, a financial advisor or retail investor that has limited ideas about CRM might end up choosing... Read more »

Using an insurance customer relationship management (CRM) software as an insurance agent or insurance broker can offer several benefits. The software can provide better data management, increase efficiency, help save money, and enhance customer loyalty. However, some insurance agents probably don’t know what to look for in an insurance CRM... Read more »

Originally posted on Rajeev Pentyala - Microsoft Power Platform: Power Platform Tools for Visual Studio supports the rapid creation, debugging, and deployment of plug-ins. You may note that Power Platform Tools for Visual Studio is similar in appearance and function to the Developer Toolkit for Microsoft Dynamics CRM 2013. While... Read more »

In the earlier post we looked at different ways of extracting Audit History data. Extract Audit History –https://nishantrana.me/2021/05/17/how-to-export-the-audit-history-values-from-dynamics-365/ We can use Microsoft 365 Security and Compliance Center for the same, though it is limited to the Production environment only. https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing#requirements Then we have Audit History Extractor, and we can also... Read more »

Originally posted on MG : Have you ever been presented with a weird permission issue but you were unable to really get what is the real permission issue is and wonder why life sometimes is too complicated? You do not have {0} permissions to access {1} records. It would be... Read more »

To enable the LinkedIn Sales Navigator Integration with Dynamics 365 Sales, navigate to App Settings >> General Settings >> LinkedIn Integration and click on Enable LinkedIn Integration We can do the same from System Settings >> Business Management >> LinkedIn Sales Navigator Click on continue to install the LinkedIn Sales... Read more »

It becomes difficult to find and select the appropriate subject if there are too many subjects defined as one has to manually traverse across the subject tree hierarchy. Also, check – Differences between Subject and Category Entity We now have new subject control introduced as part of 2021 Release Wave... Read more »

Prepared a mind map on Dynamics 365 Field Service for quick reference. Access it here (recommended) https://gitmind.com/app/doc/ac83047944 Download the .png format Refer the content here – https://nishantrana.me/2021/08/17/quick-reference-dynamics-365-field-service/... Read more »

Setup the free trial of Dynamics 365 Field Service https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ Security Roles Below are the roles specific to Dynamics 365 Field Service app. Field Service – Administrator = The user with full rights on Field Service Entities. Field Service – Dispatcher = The users who will create, assign, and schedule... Read more »

Originally posted on Ajit Patra: In this blog, we’ll see how to create custom API in maker portal and write plugin to implement it. We’ll take the example of refreshing roll up field on demand. This API will take 3 parameters: TargetEntity: Name of the entity containing the roll up... Read more »

[Visual Guide to Azure Data Factory - https://acloudguru.com/blog/engineering/a-visual-guide-to-azure-data-factory] Using the new Azure Data Factory pipeline template – Copy Dataverse data from Azure Data Lake to Azure SQL – we can now easily export the Dataverse data to Azure SQL Database. https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/data-platform/export-dataverse-data-azure-sql-database Check other posts on Azure Data Factory Select Pipeline... Read more »

Originally posted on KKIT365: Remember the time you needed to add a column to a view but were worried about spoiling the layering of the solutions so ended up using the Advance find to edit columns and create a personal view ? Well say goodbye to this problem now !!... Read more »

Using the Capacity page in the Power Platform Admin Center we can extract the details of size occupied by table (in MB) within a particular environment. Login to the admin portal and navigate to Capacity https://admin.powerplatform.microsoft.com/resources/capacity Select the Dataverse tab and click on Details or in case of trial click... Read more »

While trying to add a new Trial (subscription-based) on a Dynamics 365 Trial environment, we were getting the below error Currently, Dynamics 365 apps can only be enabled for your default region The default region was UAE for the other environments  Even for the Azure Synapse Link – it was... Read more »

Recently we had to delete records for one of our entities, and we tried out different combinations of batch sizes and the number of threads with 25000 records as a sample to find the optimum setting. Below is our sample SSIS Package (uses KingswaySoft Dynamics 365 Tool Kit), it retrieves... Read more »

Approvals App for Teams was introduced early this year. To see it in action, let us start by first adding the Approval app in Teams. Search for the app. And click on Add. The Approval app shows all the Approvals Received and Sent within teams, which can be filtered based... Read more »

So, you’ve got a customer. Congratulations! But what do you do next? Customer onboarding is the process of welcoming new customers and helping them get acquainted with your business. It’s vital to customer retention because it helps your customer understand how they can best engage with your company. In this... Read more »

Does your company have a customer centric culture? More and more businesses are honing in on a customer centric approach. There even exists a model for defining and planning a company’s customer centricity. A customer centric business model can enhance customer satisfaction, retain customers, bring in new ones, and boost... Read more »

Does it look like there is no end to your challenges in CRM implementation? CRM implementation challenges are some of the main reasons for CRM projects failing to achieve their objectives. Low-budget and mid-market CRM users are often tasked with implementing CRM systems on their own, so it is understandable... Read more »

How do you feel when you acquire a new customer? Excited? Of course.  But before sealing the deal with the lead, you went through many stages. Perhaps you called, texted, and emailed the customer. These are tough, considering that you need to repeat the process to acquire more customers. And... Read more »

What do you think a business needs the most to sustain and grow? Great products are a must, but did you know that over 86% of consumers would happily pay a brand more for a richer customer experience? Maybe you’ve heard of CRM tools to improve customer loyalty, but you... Read more »

Is it possible for customer satisfaction tools to bring more revenue to your business? Yes. CRM experience tools can increase your customer satisfaction. The more satisfied your customers are, the more likely they will be to continue doing business with you.  Here’s a statistic that may surprise you: 80% of... Read more »

A CRM database is an organizational system that stores information about customers to offer better service and increase sales. CRM stands for Customer Relationship Management. CRM’s goal is to maximize the interactions between a company and its customers in a way that both parties get what they want, i.e., a... Read more »

Ever been in a super-stressful, haphazard environment while running your business? I mean, who hasn’t, right? Running a business is super dynamic with various factors changing up your plans every day. And if your work consists of factors outside of your control, like speaking to clients, things can go off... Read more »

Does customer lifecycle management bring in more revenue? The customer lifecycle management approach has been popular for decades. Customer relationship management tools (CRM) are increasingly being designed to improve customer relationships with customer retention in mind, because doing this can bring in more sales. In customer lifecycle management, customer data... Read more »