Posts Tagged ‘CRM integration’

CongruentX's Logo Beyond the Sales Funnel: Embracing the Revenue Architecture Bow Tie

Discover how the revenue architecture Bow Tie model enhances customer retention and drives sustainable growth.   Author: congruentX If you’re pouring more and more into your sales funnel and not seeing […]

CongruentX's Logo Transforming Organizational Change: Insights from Mike Hauck and Andrew Higashi

Author: Mike Hauck In the latest episode of “How to Change,” I had the pleasure of hosting Andrew Higashi, co-founder of ChangeEngine. We dove into the intricacies of organizational change management […]

Connecting Software's Logo 7 Questions to Ask During a Software Demo to Get the Most Out of It

Software demos are essential for understanding how a software solution can meet your specific needs. However, simply attending a demo is not sufficient. Asking the right questions can make the […]

Connecting Software's Logo Replicating Dynamics 365 Permissions to SharePoint: The Liebherr Case Study

I. Executive Summary This case study explores how Liebherr, Europe’s largest privately owned manufacturer of refrigerators and freezers for residential and commercial use, improved access control to their Dynamics 365 […]

CongruentX's Logo How Organizational Change Management Can Make or Break Your CRM Implementation

A guide to understanding the importance of people, processes, and culture in CRM adoption. Author: Mike Hauck Introduction Customer relationship management (CRM) systems are powerful tools that can help businesses […]

Connecting Software's Logo Pros and Cons of Concurrency Control in Power Automate Flows

For CRM professionals leveraging Power Automate to streamline their workflows, understanding the nuances of concurrency control is crucial. What is Concurrency Control in Power Automate? Concurrency control in Power Automate […]

Inogic's Logo Microsoft Copilot: Your Key to Enhanced Productivity - From Smarter Emails to Automated Workflows

In today's rapidly evolving business landscape, leveraging cutting-edge technologies is paramount for organizations striving to stay ahead of the curve. Microsoft Copilot emerges as a transformative tool, empowering businesses to […]

Inogic's Logo Webinar: Integrate Mailchimp and Dynamics 365 CRM to Enhance Sales and Marketing Collaboration!

Synchronizing Mailchimp data with Dynamics 365 CRM is essential as it eliminates the barriers between your marketing and sales teams, providing a cohesive view. This consolidated perspective enables sales representatives […]

Inogic's Logo Why Kanban Board by Inogic is preferred for visualizing Dynamics 365 CRM Data and improve efficiency!

CRM systems, despite offering a treasure trove of customer data and interaction tools, can still lead to sales process management headaches. The sheer volume of tasks, spread across different departments […]

CongruentX's Logo Evolving Sales Metrics: How Outcome-Focused Strategies Drive Success

Author: congruentX Understanding and adapting to the evolving landscape is crucial for success in the dynamic world of sales and customer relationship management (CRM). Recently, I was listening to a podcast, […]

 

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