Your CRM isn’t just a central hub to manage your customer and prospect relationships. It is loaded with rich data that if analyzed can help you maximize your sales potential and efficiency. There are also additional data sources outside your CRM to extract and synthesize to provide you the full picture — the essential insights …

Power BI Paired with Dynamics 365 CRM — Unleashing Next-Level Insights Read More »

Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them. Let’s take a look at how it works and the different ways you can …

Get More Out of Your Existing CRM System With Marketing Automation Read More »

Learn how to use Microsoft Dynamics 365  CRM to Lead Sales Teams If you lead a sales team this training is for you! I have been helping businesses achieve success with Customer Relationship Management for over 17+ years and far too often the management and executive layers of the organization are not prioritized enough in …

FREE TRAINING – How to use Microsoft Dynamics 365 CRM to Lead Sales Teams Read More »

Canfitpro is the largest provider of fitness education in the Canadian industry. Founded in 1993, the company strives to deliver accessible, quality education to over 24,000 members including other member services such as tradeshows, conferences, and certifications. To help maintain their member-driven education company and continue to deliver as a voice for fitness professionals canfitpro …

3 Reasons to Read our Latest Case Study on canfitpro Read More »

The 2021 Microsoft Power Platform release wave 1 describes all the new features releasing from April 2021 through September 2021 for Power BI, Power Apps, Power Apps portals, Power Automate, Power Virtual Agents, AI Builder, and data integration. The following key dates are subject to possibly change. The document may be viewed online or downloaded …

2021 Microsoft Power Platform Release Wave 1 Highlights Read More »

Do you find it exhausting to export data from Dynamics 365 CRM/Power Apps? Looking for a smart way to export CRM data quickly and easily? Then don’t look further! Click2Export – a preferred app on Microsoft AppSource – is all that you need. With this 1 Click productivity app, you can export and email and/or …

1 Click to Export them All – Report, Word, Excel and Email Templates (CRM Views) in Dynamics 365 CRM/Power Apps Read More »

As an organization, there are many aspects you must be aware of. Selling quality products, providing a wide range of services with a strong marketing campaign- all are important. But, a pivotal factor for small and medium-scale businesses is their ability to build long-lasting connections with their customers. A Customer Relationship Management (CRM) solution is …

Why Do SMBs Need CRM? Read More »

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