Workflows are a great way for sales and marketing people to automate simple, repetitive tasks. Microsoft Power Automate flows (workflows) connect separate apps and data sets, so something you do…
Dynamics 365 for Sales (CRM) helps businesses manage engagement with prospects and customers. Power Automate is a workflow engine that automates repetitive tasks and streamlines business processes across the Microsoft…
Microsoft Dynamics 365 for Sales is a powerful, comprehensive sales management solution that helps businesses of all sizes improve their sales processes and drive better results. With its intuitive, user-friendly…
"Empty the dishwasher and take out the garbage. When you're done with that, clean the cat box." That's me reminding, urging and brow-beating our teen into doing their chores. It's…
Dyn365Pros implements and supports Dynamics 365 Customer Engagement (CRM). Seventy percent of customers, at some point, call us with questions about integrating CRM with their accounting or finance solutions. Synchronizing…
ClickDimensions is a well-known player in the Dynamics 365 community--an ISV and eponymous marketing automation solution integrating natively with Dynamics 365 for Sales. ClickDimensions includes landing pages, email marketing, campaign…
"In B2B, the buyer is nearly always a group of people working together rather than an individual acting alone." Forrester Research, Inc. Tweet I pulled this quote from a slide…
Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc.…
Do you need help picturing how CRM supports your work process and sales objectives? Think of the sales and marketing department as an order factory, and CRM as the assembly…