Tag: Tips

A timeless principle says “Success is the meeting point of preparation and opportunity” Team Maplytics has been inculcating this wisdom for years, effectively upgrading our solutions to meet the evolving requirements of efficient field operations. As we progress through the year, we’re excited to introduce our latest advancements in integrated maps within Dynamics 365, Dataverse,...

Disqualify a Lead in Dynamics 365 and Power Apps and provide detailed reasons why using our new and improved Lead Qualification module. https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Disqualify-a-Lead.mp4 Transcript This is Steve Pestillo from P2 Automation. In a previous video, we showed you a better way to qualify a lead. Here we’ll show you a better way to disqualify a...

Understand the fundamentals of revenue architecture and take a deep dive in the key components of a successful revenue growth strategy. Author: congruentX Growth isn’t just about winning new customers—it’s about rethinking how you generate revenue altogether. Imagine transforming your traditional sales funnel into a dynamic, holistic strategy that not only captures new leads but also...

https://www.crmsoftwareblog.com/wp-content/uploads/How-Constant-Iteration-Leads-to-CRM-Success-_-CRM-Strategy-1.mp4 Secure Your Spot Now Click here to learn about our 5-week implementation program! In today’s fast-paced business world, having a CRM system is more important than ever. But the real benefits come from making it a long-term part of your business. To make CRM a powerful asset for your team and transform your business...

If you’re frustrated with the limitations of qualifying a Lead in Dynamics 365 and Power Apps, we’ve found a better way. https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Qualify-a-Lead.mp4 Transcript This is Steve Pestillo from P2 Automation. So we finally did it. After working with Microsoft Dynamics CRM for the past 18 years, and being frustrated with the Lead Qualification Process, we...

In the modern business landscape, exceptional customer service is a critical differentiator. Recognized by Microsoft as America’s 2024 Finalist for Business Applications Partner of the Year, JourneyTeam understands the challenges customers face and the benefits they can achieve with Microsoft business solutions. Customers expect personalized, timely, and effective support.  Microsoft Dynamics 365 CRM’s Customer Service...

    Microsoft Power Pages is a low-code, secure, enterprise-grade platform for creating, hosting, and managing modern external-facing business websites. It is part of the Microsoft Power Platform family which also includes Power Apps, Power Automate, Power BI, and Power Virtual Agents. What is Power Pages? Power Pages is great because it allows you to...

The customer journey comprises five critical stages: awareness, consideration, conversion, loyalty, and advocacy. Understanding and optimizing each stage is crucial for businesses using Microsoft Dynamics. Let’s delve into each stage and explore how to effectively engage with your customers throughout their journey.   Stage 1: Awareness  During the awareness stage, potential customers discover your brand through...

So, you’ve prioritized customer service, and getting closer to your clients isn’t just a luxury— now it’s a necessity. So, how can you ensure your team spends more time, solving customer problems and less time on the road? And what if you could make your field service operations more efficient and optimum? Enter Radius Search,...

In a rapidly evolving landscape prioritizing agility and efficiency, Kanban boards have risen as a smart tool for optimizing workflows, enhancing productivity, and nurturing collaboration among teams. Kanban, originally rooted in lean manufacturing practices from Japan, has evolved into a dynamic methodology that revolutionizes how teams handle tasks and projects across various industries. As per...