Microsoft Dynamics 365 & Jira Integration Guide
READ ALSO: Top Microsoft D365 Integrations. As far as brands go, Microsoft Dynamics 365 and Jira are as top-of-mind as they come in their
Salesforce Leads: Why It Comes Before Accounts, Contacts, and Opportunities
When it comes to an efficient marketing strategy, leads are what should come first to your mind. Assigning your leads, accounts, contacts, and opportunities properly
Why Your Business Needs DocuSign for Dynamics 365
READ ALSO: Top Microsoft D365 Integrations. The last few years have seen a fundamental shift in the way people work and do business. First,
How to Choose the Best CRM System for Insurance Agents
What is Insurance CRM? CRM (customer relationship management) is a technology that helps insurance agencies successfully manage all sales and marketing processes. Insurance CRM combines
What Is a Personal CRM and Why Do You Need It?
Think back to that last networking event you attended. If you’re like most people, it’s hard enough to remember the names of people you are
Microsoft Dynamics 365 Field Service: Pricing, Features & Benefits
With Dynamics 365 Field Service, Microsoft has added yet another specialized tool set for companies whose business operations require their staff to do a lot
How CRM Improves Customer Retention
Mapped Customer Journey Customer relationships are key to the success of any company, but it can be difficult to understand why customers churn. One
8 Crucial Benefits of Using CRM for Lead Management
Effective lead generation is the key to a successful business. However, generating leads isn't enough if you cannot manage them properly. This can be a
The Difference Between CRM vs Marketing Automation
CRM platforms and marketing automation tools may often appear to be quite similar at first, but they both serve two different purposes. Therefore, it’s important
CRM Workflow: Management, Tools & Examples
Customer Relationship Management systems are meant to help you enhance how your business communicates and interacts with your clients. There is a whole list of