Think about qualifying as dating. Before you put a ring on it, you want to make sure you’re hanging out with the right person. There is probably a dozen of things that you want to ask and understand about the potential mate, and there’s that inexplicable yearning for trust and... Read more »

Over the last ten years or so, the marketing world has been flipped on its head. The tactics that most businesses considered solid lead magnets, like taking out ads in popular newspapers or running TV commercials, have lost their appeal and been replaced with more acceptable forms of promotion, such... Read more »

Nothing makes a marketer happier than seeing their efforts and hard work pay off. And there’s little we wouldn’t be prepared to do to see those leads trickling in. We’ll write eBooks, spend weeks chasing influencers for three-line quotes and comb through pages and pages of data to string together... Read more »

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Rusijos sukeltam karui Ukrainoje tęsiantis jau daugiau nei dvi savaites, daugelis susiduria su nerimu, sumažėjusiu produktyvumu ir galimybėmis susikaupti įprastai kasdienei veiklai. Nieko nuostabaus - žmonės yra bendruomeniškos būtybės. The post [LT] Devyni būdai išlaikyti produktyvumą sunkiu laikotarpiu: first appeared on Teamgate. Source... Read more »

I started looking for a way, to control my emotions, to try and stop my brain from burnout with all that information overload. Constant thoughts, looking for a logical answer that does not exist. I came to these things that may help you during these hard times The post Keep... Read more »

One of our guests did a post in 2020, called "5 Factors to consider Before choosing a CRM for Small Business", now we are back with CRM for Small Business 2021 edition. The post CRM for Small Business 2021 first appeared on Teamgate. Source... Read more »

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 »

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“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 »

If you want to efficiently manage customer relationships you need a software package that allows you to categorize your customers based on a myriad of criteria such as their industry or SIC code, specific products or services they may have purchased, company size, government or non-government accounts, and more. What... Read more »

Commence Corporation, manufacturers of Commence CRM, is addressing a need that has been troublesome for many small to mid-size businesses for years.  It’s data consolidation.  CRM systems designed for the small to mid-size businesses traditionally manage accounts, contacts and sales, leaving businesses with no option but to use multiple third-party... Read more »

Generating new leads for your business is a full-time process. Its hard work and takes time which is why many companies today are struggling to execute a comprehensive program for lead generation.  Some send a bulk-email every so often using a third-party service, but there is no consistency, and their... Read more »

Sales is the lifeline of every business and with the cost of customer acquisition continuing to increase, sales organizations need to be more efficient in how they track and manage sales opportunities. The real objective of sales tracking software is to enable sales management to view a snapshot of where... Read more »

I’m often asked to help a company refine their sales force compensation plans. As a consulting company, that’s work that we regularly do. I believe in having a well-designed, effectively managed compensation plan as a fundamental part of any productive sales system. But, it’s a mistake to think that the... Read more »

The more you know about your customers the more effectively you will be with upselling and cross selling opportunities, but you cannot do this if you are managing customer relationships with a contact manager or an Excel spreadsheet. You need a flexible CRM software solution that enables you to capture,... Read more »

Every business today large or small needs new leads and new customers to stay in business but generating successful marketing campaigns that drive new business opportunities has become a significant challenge for many companies. Here is why. While there are many lead generation services available to assist with lead generation, these... Read more »

“How do I get ’em to do what I want ’em to?” That’s probably the question I’m asked more than any other. Frustrated CEOs, CSO’s and sales managers express that thought over and over, in one way or another. They’re talking about their salespeople, of course. They harbor a feeling... Read more »

Commence Corporation, a leading provider of Customer Relationship Management and Lead Generation services, has announced the release of the latest version of its popular CRM software. Commence has been providing innovative solutions to small and mid-size businesses for almost three decades and continues to leap-frog the competition in the small... Read more »

Recently while trying to enable Unified Routing on Lead table/ entity we got the below error. “Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component“ The issue was that the we forgot to enable the unified routing on... Read more »

Suppose you have added a user in Microsoft 365 Admin Center and assigned the required license to access Dynamics 365 Apps / added to the appropriate security group (if used) of the environment also. You log in to CRM and the user still doesn’t appear there. We see the sample... Read more »

You might get this error while writing a flow – “Fixed – Resource not found for the segment – ‘GUID’“ The error was for the below field – Owner (lookup) To populate a lookup field, we need to specify the plural schema name of the entity /table, followed by the GUID – Both the option... Read more »

Let us see Run As option of When a row is added, modified or deleted trigger in action, to understand its behavior. Below is our example flow – it triggers when a field on the case is updated and then it updates the lead record. Here we have not specified... Read more »

Recently one of the users reported this error while trying to Test a flow. Request to XRM API failed with error: ‘Message: Flow client error returned with status code “Forbidden” and details “{“error”:{“code”:”MissingAdequateQuotaPolicy”,”message”:”The user ‘8a47d139-662e-4b73-bca3-53a59e8bebeb’ does not have a service plan adequate for the non-Standard connection ‘Microsoft Dataverse’. https://go.microsoft.com/fwlink/?linkid=2123710″,”extendedData”:{}}}”. Code:... Read more »

Originally posted on Rajeev Pentyala - Microsoft Power Platform: By default, Cloud flow Dataverse connectors run under the Owner (i.e., User who created the flow) context. When the flows move to different environment via solutions, connectors run under the user account who imported the Solution. Making the flows run under... Read more »

Originally posted on MSDYNAMICSBLOG BY DEEPESH: Requirement: Enable editable grid on a Dashboard component for views. Solution: Follow the following steps to configure editable grid on a view component within Dynamics 365 CE dashboard: Open the Dashboard for editing by clicking Edit: Double click the View component in which you... Read more »

Within Do Until control in Power Automate we have the option of defining the limits i.e. how long the do until will run either based on count or timeout. By default, the value for count is 60 and Timeout is PT1H which equates to 1 hour i.e. it will either... Read more »

Cancel Flow Run action which is part of the Power Automate Management connection be used to cancel a running flow along with Terminate. Cancel Flow Run We can specify the below expressions for its parameters as below. Environment  workflow().tags.environmentName Flow  workflow().name Run ID  workflow().run.name The Cancel Flow Run can be... Read more »

Recently while trying to configure “Azure Synapse Link forDataverse” for one of our environments, we faced an issue, where it got stuck as shown below. Also, there were no files/folders created inside the Storage Account. Posts on Azure Data Lake The accounts were properly setup – https://docs.microsoft.com/en-us/power-apps/maker/data-platform/azure-synapse-link-synapse#prerequisites Here we had only... Read more »

Filter rows and Trigger Conditions can be used to specify the condition on which the trigger should fire. This makes sure that we do not exceed flow execution limits. Power Automate Licensing – Power Platform Requests Power Automate Limits and Configuration In the case of our Dataverse trigger “When a... Read more »

Recently while using Delay until property of the trigger, in one of the flows, we got the below error “Unable to process template language expressions for trigger ‘When_a_row_is_added,_modified_or_deleted’ at line ‘1’ and column ‘16344’: ‘In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard... Read more »

While testing a cloud flow in Power Automate, for one of the actions, we got the below error Unable to process template language expressions in action ‘Update_a_row’ inputs at line ‘0’ and column ‘0’: ‘Template language expression cannot be evaluated: the template action ‘Do_until’ is not defined at current scope.’.... Read more »

Recently while configuring Azure Synapse Link for Dataverse, for exporting data to Azure Data Lake we got the below error – {“code”:”AuthorizationFailed”,”message”:”The client ‘abc’ with object id ‘d56d5fbb-0d46-4814-afaa-e429e5f252c8’ does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subscriptions/30ed4d5c-4377-4df1-a341-8f801a7943ad/resourceGroups/RG/providers/Microsoft.Storage/storageAccounts/saazuredatalakecrm/providers/Microsoft.Authorization/roleAssignments/2eb81813-3b38-4b2e-bc14-f649263b5fcf’ or the scope is invalid. If access was recently granted, please... Read more »

Are you doing everything you can to nurture leads? If not, you’re missing out on big opportunities. Nurturing leads is a process that enables you to build long-lasting relationships with your audience. In fact, lead nurturing has the potential to shorten the sales cycle by 23%. Lead nurturing is one... Read more »

The key to building a loyal customer base is staying connected with them at every touchpoint. So, along with focusing on sales-ready leads, you also need to nurture your leads that are early in the buyer stage. By creating lead nurturing strategies that engage with prospects, provide personalized solutions, and... Read more »

Lead nurturing is basically the process of building and maintaining a strong relationship with your leads at different stages of their customer journey. In simple words, it can also be understood as the process that keeps the leads moving forward in the sales pipeline. However, manually practicing lead nurturing is... Read more »

Amongst various methods of communication between a company and its customers, one of the most effective methods is SMS, an abbreviation of Short Message Service. Text messaging has been helping us stay connected since 1992. And now, it has proven to be essential for businesses, as it’s one of the... Read more »

CRM (customer relationship management) software has become an inseparable part of today’s business. From managing your deals to nurturing your clients, CRM plays a vital role at each step of your business. The CRM industry has shown tremendous growth at a staggering rate, and each year more interesting CRM statistics... Read more »

In a highly competitive market, businesses need to constantly strive for growth to stay afloat. And to achieve that, you need to create a strategy that stands out from the rest. Lead nurturing is a process that enables you to stay connected with your audience at every stage. By creating... Read more »

Salespeople know that planning is the core of every sales process. However, we often plan the sales strategy but forget to plan the follow-up process. Sales cadence is a series of touchpoints that help build sales engagement with your prospects and existing customers. You can win back your lost prospects... Read more »

Every tool has its own pros and cons. However, when the cons outweigh the pros, that’s when you need to start looking for better alternatives. When it comes to choosing a CRM software, you need to look for many factors – usability, scalability, features/add-ons, value for money, integrations, and much... Read more »

When you’re creating a sales cadence, you need to ensure that it’s executed properly and reaches the right audience at the right time. Sales cadence is a series of follow-ups aiming to drive the prospect to the next stage. Sales cadence, when practiced wisely, helps you efficiently attain your goals.... Read more »

Whenever you’re executing your sales plan, it’s crucial to create a process that’s adaptable, reduces dependency, and provides better results.  Sales cadences are a series of touchpoints with your prospect that helps you build a solid connection and eventually convert them into customers.  Sales cadence is known to be a... Read more »

Sales is a dynamic business activity. And it remains subjective from person to person. Every prospect you come across will come to you with some or other concern. Though this can’t be mastered or mugged up, there are certain things that you can learn in order to deal with some... Read more »