Category: Articles

Secure the Future of Your Credit Union Engaging Young Generations

September 23, 2024

A customer relationship management (CRM) system helps insurers track customer data and interactions.​

CRM Tools: How to Evaluate the ROI of a Good CRM​

September 19, 2024

CRM is a useful tool in improving the relationship between the company and its clients. Most of the

Turning Your Website into a Lead Generation Machine

September 16, 2024

Today’s buyers have the power to find and discover products at their convenience and direct their own paths

Pharma Persona Challenges

September 15, 2024

The pharmaceutical landscape has changed. As a result, sales reps’ roles evolve because of provider consolidation, an increasingly

Unleashing the Power of GPT4: Microsoft Dynamics Copilot Revolutionizes Business Operations

September 14, 2024

Microsoft has successfully implemented GPT capabilities across platforms, allowing users of various services, from Office to ERP systems,

From Policy-Driven to Customer-Centric Approach in the Insurance Industry

September 9, 2024

A customer relationship management (CRM) system helps insurers track customer data and interactions.​

5 Good Reasons to Invest in a CRM System​

September 7, 2024

At a glance: Centralization of your data for a global vision Improved productivity Improved prioritizing Better alignment of

Why Not Using A CRM Is Costing You Money (Don’t Be These 8 Companies!)

August 17, 2024

Whatever your business is, your priority is to find new ways to increase your turnover. But many companies

How to set up the Auto Complete field control feature in Dynamics CE​

August 12, 2024

Previously if we want to standardize the data input for some of the OOTB fields such as Country,

CRM Software: How to increase your clients’ fidelity

August 5, 2024

Effective strategies to build client loyalty using CRM software. Learn how customer relationship management creates lasting loyalty and