Teamgate CRM

  • How to Create a Unified Sales Process For Your Sales Team
    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 »
  • SaaS Pricing and the Cloud: Making It an Innovation Enabler for SMBs
    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 »
  • Smart Ways to Work with Customer Data More Effectively
    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 »
  • How To Develop The Sales Process Using CRM
    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 »
  • VideoWhen Black Friday Comes
    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: Choose Value Over Discounts
    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 »
  • Why & How Marketers should utilize their CRM in their strategy
    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 »

    Paramantra CRM

  • Entrepreneur Spotlight: Akio Morita
    “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 »
  • Revenge Travel: A silver lining for the Indian Hospitality Sector
    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 »
  • Real Estate vs COVID-19: Data Trends
    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 »
  • Entrepreneur Spotlight: Vandana Luthra
    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 »
  • Know More About Paramantra – Part 1
    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 »
  • CRM Implementation for Fin-Tech Startup
    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 »
  • Online Leads Are Easy To Generate But Hard To Convert – Here’s Why
    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 »

      Commence CRM Blog

    • 10 Key Client Retention Metrics and Their Calculations
      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 »
    • CRM Solution to the Challenge of Customer Retention
      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 »
    • 7 Strategies for Successful Client Relationship Management
      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 »
    • 6 Client Retention Strategies And Why CRM Should Be Among Them
      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 »
    • Investing Time in Your Business
      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 »
    • CRM Boom or Bust?
      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 »
    • What Differentiates Commence CRM?
      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 »

      N. Rana's Dynamics Blog

    • Power Platform Tools | Developer Toolkit for Visual Studio 2019
      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 »
    • Audit Entity / Table – Few key points (Dynamics 365 / Power Apps)
      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 »
    • DataVerse Quick Tips#2: Trouble Shoot insufficient Permission Message
      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 »
    • Step by step – LinkedIn Sales Navigator integration with Dynamics 365 Sales
      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 »
    • New Subject Control for the subject entity in Dynamics 365 Customer Service (2021 Release Wave 2)
      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 »
    • Mind map – Dynamics 365 Field Service
      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 »
    • Quick Reference – Dynamics 365 Field Service
      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 »


    • VideoHow to Get Things Done With a CRM
      The time management skills are an important factor in success. David Allen’s “Getting Things Done“ methodology has been helping people around the world succeed in this for 20 years. If you are also struggling with task management and time management, try to apply the principles of GTD in a CRM... Read more »
    • eWay-CRM Community Is Now on Reddit
      Do you have a specific user question related to eWay-CRM? Join the eWay community on Reddit. Together with other users, we will be ready to answer even the most challenging questions.   Reddit is gaining increasing popularity worldwide as a platform for community associations. Over 52 million active users in... Read more »
    • What If Your Accounting System Could Not Only Save You Money But Also Time?
      When we are talking about finances, the smart solution is always preferred. The integration of CRM and an accounting software makes your work effective. It also cuts a lot of costs by saving time.   How it works There are many accounting systems available on the market. One of them... Read more »
    • Guide for a Successful CRM Replacement Project
      Does your current CRM system not meet your needs and expectations? Never mind, just look for a new CRM software. The CRM replacement process is not a breeze, but if you follow the procedure below, everything should be fine.   When companies buy a CRM for the first time, they... Read more »
    • Common Site Errors and How to Troubleshoot Them
      A website can be considered the foundation of a business’s digital marketing efforts. That’s why it’s essential to monitor and maintain its performance to avoid site errors.    Site errors, also known as HTTP error codes or website faults, can frustrate visitors since they can’t access the website. They’ll likely... Read more »
    • eWay-CRM Named FrontRunner for CRM Software
      eWay-CRM announced today it was named a FrontRunner for CRM software by Software Advice. FrontRunners is designed to help small businesses evaluate which software products may be right for them.   FrontRunners – Top CRM Software 2021 FrontRunners is published on Software Advice, the leading online service for businesses navigating... Read more »
    • Video Marketing Trends 2021
      Every year comes up with new marketing trends. And the marketing video industry is no exception. On the contrary, it is constantly on the rise. It is always worthwhile for progressive companies not to miss the train and follow new trends in this dynamic field. So what are the 2021... Read more »

      EngageBay - CRM Marketing

    • VideoCustomer Onboarding Steps and Examples: Comprehensive Guide
      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 »
    • VideoThe Customer-Centric Model: Your Definitive Guide for 2021
      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 »
    • Video9 Challenges of CRM Implementation & How to Dust Them Off
      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 »
    • Video5 Best Lifecycle Marketing Software: Pricing, Features Compared
      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 »
    • VideoCRM Process: Everything You Need to Know (Implementation, Benefits)
      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 »
    • VideoCRM Experience: How Customer Satisfaction Tools Get Business Success
      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 »
    • VideoCRM Database: Overview, Structure, Strategies & Maintenance Tips
      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 »
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