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 …
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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 …
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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 …
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 …
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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 …
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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 …
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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 …
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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 …
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 …
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. …
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