CRM Software Information

CongruentX's Logo How Design Thinking Transformed congruentX and How It Can Do the Same for Yours

Author:  congruentX Before you dismiss this as people gathered in a room putting sticky notes on the wall singing Kumbaya, consider this: Human-centered Design Thinking transformed Airbnb from a failing startup …

How Design Thinking Transformed congruentX and How It Can Do the Same for Yours Read More »

Aha Apps's Logo Is it possible to use the inspection forms in MS CRM?

Yes, we can use Inspection forms. The need to complete inspections on equipment or other assets is one that many field service organizations currently complete manually on paper or through …

Is it possible to use the inspection forms in MS CRM? Read More »

Zelite Solutions's Logo Streamlining Construction Project Management with Dynamics 365 CRM: A Comprehensive Guide

  Due to the numerous stakeholders, constrained timeframes, and numerous moving parts involved in construction projects, complexity is nothing new to the sector. Construction companies require strong tools and technology …

Streamlining Construction Project Management with Dynamics 365 CRM: A Comprehensive Guide Read More »

Aha Apps's Logo How does Dynamics Field Service help in tracking and managing field service inventory?

Dynamics Field Service provides businesses with robust tools for tracking and managing field service inventory, including parts and supplies. The system allows businesses to maintain accurate inventory records, track stock …

How does Dynamics Field Service help in tracking and managing field service inventory? Read More »

Aha Apps's Logo What is the use of resource pay types in Dynamics CRM Field Service?

Resource pay types can be used to track your company’s costs associated with a resource booking. When the status of a resource booking record is set to “complete,” the system …

What is the use of resource pay types in Dynamics CRM Field Service? Read More »

CongruentX's Logo Increase your ROI with Viva Sales and DialoguePrime

Author: congruentX Viva Sales and DialoguePrime Are two innovative tools that are transforming the way sales teams operate. These platforms offer a range of features that can help sales teams …

Increase your ROI with Viva Sales and DialoguePrime Read More »

CongruentX's Logo RevOps Strategic Approach to Align Sales, Marketing and Customer Success

Author: congruentX Revenue Operations (RevOps) is a strategic approach to aligning sales, marketing, and customer success teams to optimize revenue growth. RevOps is a relatively new concept that has gained …

RevOps Strategic Approach to Align Sales, Marketing and Customer Success Read More »

CongruentX's Logo How do CRM and RevOps work together?

Author: congruentX As businesses grow, managing customer relationships becomes increasingly complex. Keeping track of sales leads, customer interactions, and marketing campaigns can be overwhelming. This is where Customer Relationship Management …

How do CRM and RevOps work together? Read More »

CongruentX's Logo You Know CRM, but What About Contextual CRM?

Author JC Quintana The most powerful relationship development efforts have one thing in common: they are contextual. To be contextual, something must relate to the needs, circumstances, and characteristics of a …

You Know CRM, but What About Contextual CRM? Read More »

JOVACO Solutions's Logo Comment les ventes peuvent utiliser Microsoft Power BI

Bien que Microsoft Dynamics 365 Sales offre des tableaux de bord pour visualiser vos données, Microsoft Power BI reste l’une des solutions d’intelligence d’affaires les plus puissantes de nos jours. …

Comment les ventes peuvent utiliser Microsoft Power BI Read More »

 

Show Buttons
Hide Buttons