Tag: Tips

https://www.crmsoftwareblog.com/wp-content/uploads/Your-Essential-CRM-Needs-_-CRM-Strategy-1.mp4 Secure Your Spot Now Click here to learn about our 5-week implementation program! In the world of CRM, success often lies in the art of simplicity. Today, we’re delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It’s a strategy...

In today’s fast paced business environment, the ability to make informed decisions is more important than ever. Data visualization has proven to be a powerful tool that transforms complex data into straightforward, actionable insights. By using visually intuitive formats, organizations can easily grasp trends, spot patterns, and effectively convey their findings. Data visualization in Customer...

6 Steps to Follow for your Project Kick-off Meeting – Agile CRM Dev with Microsoft Power Platform or Dynamics 365 At Purely CRM, our team of expert CRM consultants lives and breathes AGILE for CRM development. We follow tried and true industry standards to manage project execution and meet client expectations. Our collaborative team continually...

    What is Power Automate? Power Automate is a cloud-based service that allows you to create automated workflows between different applications and services, such as the Dataverse, SharePoint, Teams and many other Microsoft and non-Microsoft applications! What are Connection References? In Power Automate, connection references play a crucial role in managing authentication credentials for connectors. Credentials...

Microsoft Dynamics CRM has introduced exciting new updates in the first wave release of 2024, enhancing both usability and functionality. In this blog, we’ll explore the standout updates to the CRM’s customer service features. Quick Save Feature Saving your notes in Dynamics CRM has never been easier. With the new Quick Save feature, you can...

We’ve known about Sophie and her job, right? It requires her to travel extensively, pitching products to various businesses. A few days ago, Sophie had been to Florida, to visit a company and suddenly the client gave her a buzz for asking her to meet at a coffee shop. Sophie had never been to Florida...

When it comes to customer service, ensuring your processes are quick, accurate, and user-friendly is vital to ensuring buyers become repeat customers and positive word of mouth spreads to increase your business. Dynamics 365 Customer Service is a powerful solution with a diverse set of features and functionalities that make it easier for your customer...

A professional email signature is essential for consistent branding and effective communication. If you’re using Dynamics 365 Customer Engagement (CE), setting up and managing your email signature is a straightforward process. Follow these four steps to create and deploy your signature with enCloud9’s guidance. Step 1: Access Your Dynamics Personal Settings The first step in...

Imagine a situation where a major lead is added to your CRM and there’s an urgent subscription renewal required for a key client. While Dynamics 365 CRM’s in-app notifications can alert salespeople to basic updates, such as new record creations, a more advanced alert management system is needed to effectively address a wide range of...

There are ways to make better proactive decisions in sales pipeline forecasting. Our September 5th, 2024, webinar will show you how to make your sales forecasts more accurate. Sales pipeline forecasting is a critical aspect of effective sales management. It involves predicting future sales based on existing opportunities and historical data. Accurate forecasting enables organizations...