Tag: Tips

Businesses that recognize the value of proper alignment among their sales, customer service, and marketing teams can develop more precise marketing strategies to capture the attention of their brand’s potential customers and comprehend the customer journey to move leads smoothly through the sales funnel. Because sales and customer service teams spend most of their working hours interacting...

There is a great demand for Microsoft Dynamics 365 Developers these days, which clearly indicates Microsoft Dynamics development’s acclaim. Large and medium tech conglomerates are looking to hire remote Dynamics 365 developers to enhance business processes and gain from automation. It is evident that Microsoft Dynamics 365 products add real value to an enterprise. Let’s...

Microsoft is a well-known technology company known for providing powerful business systems backed by a deep commitment to research and development.  One of their latest Enterprise Resource Planning (ERP) solutions is Microsoft Dynamics 365 Business Central.  Formerly built from Microsoft Dynamics NAV “Navision”, this very popular ERP had a reputation for being a “feature-rich” business...

When it comes to customer relationship management (CRM) software, two of the most popular options are Microsoft Dynamics and Salesforce. Both of these platforms offer robust tools for managing customer data, automating sales processes, and improving customer relationships. However, each platform has its own strengths and weaknesses, and the best choice for your business will...

James, a sales manager at Datum Corporation, stores and manages CRM documents/attachments in SharePoint using Microsoft Dynamics 365 SharePoint Integration. However, he eventually outgrew Microsoft’s recommended SharePoint document library limit of 5,000 items “also known as unique security scope threshold.” Although you can add up to 30 million items per library or list, Microsoft recommends...

CRM (Customer Relationship Management) software is a tool that businesses use to manage interactions with their customers and to organize data related to those interactions. It provides a single source of truth for customer data that can be used to improve relationships, increase customer loyalty, and drive business growth. CRM software allows businesses to track...

Mistakenly assigning a high-priority task to a resource who is on leave and realizing this mistake at the end of the day while taking an update. Such unlikely scenarios are common and can happen to anyone. Managing big teams and multiple projects without a tool is like fighting a losing battle. Unclear work schedules, no...

Covid has made us find ways to use technology at its fullest. Healthcare industry was extremely overwhelmed with the number of patients they were receiving in a day. The staff had to work overtime to cope with the requirements. They were trying to automate as many processes as possible. One such process is online appointment...

Author: JC Quintana Just using the term “your CRM” sends chills down my spine. You have a love-hate relationship with what was supposed to be your strategy for managing customer relationships but has become the name of your sales, marketing, and support technology. Regardless of your feelings towards the term, I want you to consider that...

Founded in 1979 and based in San Diego, CA, V&P Scientific’s mission has been engineering innovative research equipment, including OEM (Original Equipment Manufacturer) and private manufacturing products. V&P Scientific specializes in machining and 3D printing tools for scientific research. Today, V&P Scientific manufactures nearly 2,100 products at its 8,000-square-foot facility. Learn how they are managing...