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    CRMJetty

  • Power Apps Portal: Features, Benefits, and Use Cases
    As we all know, the business world is more digital than ever. Businesses use a range of tools to simplify operations and communication. One such tool is web portals, which provide a space for organizational information sharing, collaboration, and self-service functionalities. Microsoft Power Apps are applications built on low-code technology.... Read more »
  • Why Real Estate Property Management Needs Tech Innovation More Than Ever
    Real estate property management plays an important role. It may sound as easy as just collecting rent and occasional maintenance, but it is so much more than that. Property management brings some major risks with it as well. Property management firms are always on the lookout for reducing these risks... Read more »
  • Salesforce Community Licenses Explained: Which One is Right for You?
    We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind... Read more »
  • No-Code Customer Portal Builder for Seamless User Experience
    A mid-sized IT support firm is struggling to manage growing customer demands. Their inbox is flooded with repetitive queries, support requests are slipping through the cracks, and their small dev team is already stretched thin working on core products. They know a customer portal could centralize communication and offer clients... Read more »
  • Next-Gen Features of Dynamics 365 Customer Portals in 2025
    In 2025, customer expectations aren’t just rising—they’re evolving. A customer needs an invoice copy at 11 PM. Another wants to track the status of their support ticket without speaking to anyone. Meanwhile, your team is swamped with repetitive queries that could’ve been resolved with the right self-service tools. This is... Read more »
  • B2B Portal Development: All You Need to Know
    B2B web portal development has become an essential part of streamlining operations, improving customer experience, and scaling B2B organizations. In today’s fast-paced digital landscape, having a centralized platform where partners, vendors, and customers can interact with your business is no longer a luxury—it’s a necessity. A robust B2B web portal... Read more »
  • Pave the Way for Salesforce Dynamic Forms
    Page layouts in Salesforce have long been a challenge. Users often complain that it is bulky, rigid, and often overloaded with fields that don’t apply to every user or use case. That’s where Salesforce Dynamic Forms come in. Designed to simplify how information is displayed on Lightning record pages, Dynamic... Read more »
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    Commence CRM Blog

  • Hesitant to Ask Your Organization to Change?
    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 »
  • One of the 25 most important lessons I’ve learned
    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 »
  • Commence Masters Software for Tracking Leads
    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 »
  • Marketing Has Become a Significant Challenge for Small Businesses
    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 »
  • It is Time to Change the Way You Think About CRM Software
    By Larry Caretsky CEO, Commence Corporation CRM software has been around for 20 years, and at this point people are tired of hearing about it. It is often viewed as a commodity; just a tool differentiated primarily by price and a few unique features that may or may not be... Read more »
  • The Top CRM Platforms for Launching and Growing Your New Business in 2024
    Commence CRM has been featured on MSN.com as one of the Top 7 CRM Solution Providers for Businesses in 2024 | Best in Customization and Affordability. Below is an excerpt and link to the original post: In 2024 finding the right CRM (Customer Relationship Management) solution is more important than... Read more »
  • Commence CRM – 2024 Rising Star
    Spring 2024 – FeaturedCustomers has identified Commence CRM as a rising star in the CRM sector. This award is based on the quality of the product, its robust functionality and customer testimonials. Commence CRM is ideal for small to mid-size businesses that require more functionality and customizability than is offered... Read more »
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    eWay-CRM

  • Your CRM Where Teamwork Happens – in Microsoft Teams: Meet eWay-CRM Collaboration!
    Sales and customer service are team sports. Whether you're closing a deal or solving an issue, collaboration is key – and it often happens right inside a Microsoft Teams chat. That’s why we built eWay-CRM Collaboration add-in for Microsoft Teams. It lets you share contacts, tasks, and other records directly... Read more »
  • Negotiation in Crisis: De-escalate Conflict and Secure a Win-Win Outcome
    A Deal on the Edge Picture this: the owner of a trading company and the CEO of a major tech firm sit across the table, negotiating new delivery terms for a CRM system. What started as a promising deal nearly collapsed, threatening huge losses for both sides. The supplier promised... Read more »
  • New Outlook Newsletter Feature: A Perfect Fit for Teams (But Not Marketing)
    Microsoft has introduced a new feature to the New Outlook for Windows and Outlook on the web: Outlook Newsletters. It promises to make internal communications smoother by allowing you to create newsletters in Outlook without third-party tools. But while the feature sounds exciting, there are important limitations to keep in... Read more »
  • Why Managing Contacts Feels Like Herding Cats (And What’s Actually Causing It)
    If your team keeps asking “Who has this contact?”—you don’t have a contact management system. You have scattered data. For most companies, contacts live everywhere: Outlook inboxes, Excel sheets, someone’s phone, even Slack. It’s disorganized, hard to search, and easy to lose track of. This article explains why contact chaos... Read more »
  • Tips on Combining SEO and CRM to Build a Smarter Lead Pipeline
    Search engine optimization strategy and customer relationships management software are on the opposite sides of a sales funnel. This doesn’t mean they should be kept completely separate. If your organization wants to adopt a data-driven mindset, combine data from your CRM and SEO analytics to improve your whole lead pipeline.... Read more »
  • Do You Wish for Smarter Manufacturing Operations? Integrate Your Outlook with eWay-CRM
    Managing production, clients, and communication in manufacturing can be overwhelming. Unless you use CRM. Discover how eWay-CRM, fully integrated with Outlook and powered by AI, can help you streamline operations, automate tasks, and stay ahead of the competition. The post Do You Wish for Smarter Manufacturing Operations? Integrate Your Outlook... Read more »
  • How Marketers Can Automate Collaboration Directly in Outlook
    Are you drowning in marketing emails and missing follow-ups? If you're still relying on outdated Outlook folders to manage email communication, you're losing big opportunities. Discover how modern email productivity tools and AI-powered CRM automation can turn chaos into clarity. Right inside your Outlook. It’s time to streamline the marketing... Read more »
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    EngageBay - CRM Marketing

  • ERP vs CRM: 6 Differences You Need to Know
    Businesses today are more complex and complicated. To stay ahead, you need to work smarter, not just harder. That’s where […] The post ERP vs CRM: 6 Differences You Need to Know appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • Email Automation Software: Top 6 Picks for Small Businesses
    Businesses use various email automation software, ranging from simple contact management tools to complex AI-powered systems. They use this to […] The post Email Automation Software: Top 6 Picks for Small Businesses appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • 16 Campaign Monitor Alternatives With In-Depth Comparison
    Campaign Monitor is a great email marketing software that starts at an affordable price of $29/month. For the price, you […] The post 16 Campaign Monitor Alternatives With In-Depth Comparison appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • Free Marketing Strategy Templates for Your Growth Plan [2025]
    A good marketing strategy isn’t just a list of ideas; it’s a roadmap. It provides the foundation you need to […] The post Free Marketing Strategy Templates for Your Growth Plan [2025] appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • Video9 Best Moving Company Marketing Strategies for 2025
    With over 31 million Americans moving annually, moving companies have a large customer base to serve and grow their businesses. […] The post 9 Best Moving Company Marketing Strategies for 2025 appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • Small Business Marketing Strategies to Grow on a Budget
    Most small business owners think they need flashy ads and a big budget to grow. But here’s the truth: you […] The post Small Business Marketing Strategies to Grow on a Budget appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
  • Spring To Success With These Vibrant May Marketing Ideas
    As the Spring season rolls in, symbolizing fresh starts and growth, we also notice a burst of energy in business. […] The post Spring To Success With These Vibrant May Marketing Ideas appeared first on EngageBay - All-in-one marketing, sales, and service.... Read more »
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