Teamgate CRM

  • 10 Best CRM for B2B Companies
    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 »
  • 10 Best CRM for Nonprofits | Ultimate Guide
    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 »
  • VideoTop 10 Pipedrive Alternatives and Competitors | 2023 Guide
    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 »
  • Sales Software Options for Small Businesses
    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 »
  • Mastering the SaaS Sales Process: A Step-by-Step Guide
    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 »
  • Boosting SaaS Customer Retention: Strategies & Best Practices
    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 »
  • Sales Strategy Examples for Small Businesses
    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 »
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  • Streamlining Hospital Operations with a Dynamics 365 Portal: A Comprehensive Approach
    In today’s fast-paced healthcare environment, multispecialty hospitals face the constant challenge of delivering efficient patient care while managing diverse operations. Many hospitals are turning to modern technology solutions to meet these demands, with Dynamics 365 Portal emerging as a key player in transforming healthcare management. This blog will explore how... Read more »
  • How to Apply Field-Level Security in System Fields in CRM?
    To apply field-level security in Dynamics 365, you need to have the correct permissions.Typically, only users with the System Administrator or System Customizer security role have the ability to set field-level security. Follow the below steps to apply field-level security in the system field in CRM. Step 1: Click on... Read more »
  • How to Create a Pre-Validation  Plugin by Plugin Registration Tool?
    By using Plugin Registration’s Pre-Validation stage, we can validate or modify before the main operation occurs. Pre-validation stage will occur before the main operation executes. Here, we have given one example of how we can use the Pre-validation stage in plugin registration tools. For Example, we have given the Pre-validation... Read more »
  • Webinar: Empowering NGOs: Mastering Grant Management and Campaigns with CRMJetty Portals
    The rapid evolution of technology has had a profound effect on how non-profit organizations operate. With increasing challenges faced by enterprise NGOs, there’s an imminent need to harness the potential of digital tools and innovations. Recognizing this, we’re excited to announce our upcoming webinar, “Empowering NGOs: Mastering Grant Management and... Read more »
  • How to Create a Plugin for Contact Creation on Account Creation, with the Same Name?
    By following this blog, users can create a plugin that will automatically create a contact record in CRM whenever any new account record is created in CRM. To implement this functionality, follow the below code. Create a class File and paste the below code. using Microsoft.Xrm.Sdk; using System; using System.Collections.Generic;... Read more »
  • Harnessing the Power of CRM: The Automotive Custom Portal Revolution
    Overview of the Automotive Industry The automotive industry stands as a symbol of technological advancement, design innovation, and economic growth. Beyond vehicles’ aesthetic beauty and functional utility lies an intricate web of manufacturing, distribution, sales, and service processes. Key Players in the Landscape At the heart of this vast industry... Read more »
  • How to Store and Retrieve Images in D365 by JavaScript?
    In Dynamics 365, to store images in the record, there is one field type: Image; using this field type, the user can store images. Follow the below steps to store and retrieve images in D365: Step 1: Create a new field of Image type in the entity. To create an... Read more »

    Commence CRM Blog

  • Are You Ready for The Age of Turmoil?
    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 »
  • VideoHow Important is Having a Marketing Plan?
    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 »
  • What Happened to Character?
    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 »
  • Navigating Complexity In a Rapidly Changing World – An Analogy
    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 »
  • Commence Corporation Addresses Small Business Marketing Challenge
    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 »
  • Commence – Best All in One Lead Generation Service
    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 »
  • It is Time to Invest in Customer Profile Software
      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 »


  • How Outlook Can Drive Your Team’s Productivity and Sales As A CRM
    Managing customer relationships requires extra attention. It is important that your team is utilizing all the tools at their disposal to maximize productivity and sales. Could integrating a CRM (Customer Relationship Management) tool within your existing email platform be the right solution your organization needs? The post How Outlook Can... Read more »
  • Choosing the Best CRM Business Solution
    In modern business, the quest for efficiency has never been more critical. Imagine the harmonious hum of a well-oiled machine; a business where each cog, each member, seamlessly contributes, and customer demands are not just met but anticipated. It's an idyllic vision, isn't it? The linchpin in achieving this? CRM... Read more »
  • VideoClassic Outlook to Remain for 2-3 More Years. Microsoft Will Announce Its End a Year in Advance
    Microsoft is planning to completely replace the classic Outlook for Windows with a new and unified version in the coming years. This move will significantly impact all users of lifetime licenses eWay-CRM Basic and Essential. As the new ‘One Outlook’ essentially functions as a web-based application.   What’s Happening with... Read more »
  • Microsoft’s Growing Separation from OpenAI: What’s Behind the Move?
    The collaboration between Microsoft and OpenAI created a buzz of excitement in the tech market. This partnership was set to bring innovation that would redefine human-machine interaction. The post Microsoft’s Growing Separation from OpenAI: What’s Behind the Move? appeared first on eWay-CRM.... Read more »
  • VideoeWay-CRM 8 Unleashes Enhanced Mobile Integration and Game-Changing Board View Support
    Experience the future of CRM software as eWay-CRM 8 takes center stage, redefining the way businesses manage their customer relationships. Discover seamless mobile integration and a brand-new board view that brings a fresh perspective to your company's data. Stay ahead of the competition with eWay-CRM's innovative features. The post eWay-CRM... Read more »
  • How to assign the eWay-CRM license “Enterprise (Trial)”
    Tip eWay-CRM 8 brings an amazing set of new innovations. To allow you to fully experience all of them, we are unlocking the highest level of our Enterprise plan until September 30, 2023. How to activate Enterprise (Trial) If you are on our “new plans” introduced in September 2022, the... Read more »
  • Myopic Strategies of Billion-Dollar Negotiations: Can You Negotiate Like Amazon?
    Jeff Bezos, the founder of e-commerce giant Amazon, continually fluctuates between being one of the three richest people on the planet. In the realm of negotiations, Bezos is known for his uncompromising tactics. The post Myopic Strategies of Billion-Dollar Negotiations: Can You Negotiate Like Amazon? appeared first on eWay-CRM.... Read more »

    EngageBay - CRM Marketing

  • Learn To Manage Email Bounce Codes In 10 Minutes
    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: Important Use Cases And Popular Tools
    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 »
  • Email Blast Examples From Popular Brands to Inspire You
    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 Best CMS for eCommerce in 2023 [Pros, Cons, Pricing]
    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 »
  • Marketing Automation For Manufacturing: Beginner’s Guide
    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 »
  • The Impact of Spam Complaint Rates on Email Deliverability (And How To Fix It)
    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 »
  • 9 Sales Email Automation Tools That Don’t Cost a Bomb [+Pricing]
    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 »