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 …
AI Builder and Customer Service: 2023 New Features
The Dynamics 365 & Power Platform 2023 Release Wave 1 is here and it comes with a host of great new features and improvements. In particular, I want …
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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 …
3 Key Steps to Planning a Successful CRM Implementation
Are you struggling to get the most value out of your CRM? Or are you wondering what a CRM could do for your business? This article will outline the importance …
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Tech Insider Update- Free Microsoft Technology Webinar
The next Tech Insider Update will take place on May 23, 2023, at 10 am MDT. This webinar will showcase how Microsoft technology drives digital transformation across businesses. At JourneyTEAM, …
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Are You Aligning CRM Goals with Rev Ops Outcomes?
Author JC Quintana Revenue Operations (Rev Ops) is a business strategy that involves aligning and integrating the various functions that drive revenue growth within an organization. This can include sales, …
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Conversational AI Usage in the CRM Applications
Author: congruentX Listening to your customers is the best thing your business can do to scale up. It is human nature that they want to be listened to and seek a …
Helping companies get Customer Relationship Management right!
Author: JC Quintana Just using the term “your CRM” sends chills down my spine. You have a love-hate relationship with what was supposed to be your strategy for managing customer relationships …
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How To Use Dynamics 365 CRM Offline: A Step-by-Step Guide
The Dynamics 365 suite of CRM applications are incredibly useful tools for any organization. Whether you’re are looking to drive sales, enhance your customer experience, or boost your marketing impact, …
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