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  Marketing and Sales teams work hand in hand to achieve targets. Tracking incoming leads, conversions, sales numbers, client conversations, etc., are some of the most important factors for any business, especially the heart and soul of the Marketing and Sales Team. As technology has advanced, businesses have started investing in tools that add more to the technology they already use. For example, CRM is something that businesses use to store and analyze customer data. But when analyzing team productivity or visualizing data, CRM has lengthy and time-consuming processes. However, you will find out how this complexity can be eliminated with one single click later in the blog. As we know, location details of a client are crutial. Location details play an important role in presenting a product/service or connecting with the client. This data is not just latitude and longitude but a storehouse of information. Marketing people will highly relate to this tweet! There is a lo...

  How do you keep track of impending meetings, tasks, deadlines, or any kind of activities happening on different projects? Having multiple calendars to manage different activities is chaotic. And that is why you need a calendar that has features for project management as well. A project management calendar can help in planning and organizing projects. It becomes easier to keep track of the timeline of the project. Let me give you a glimpse into why you should use a calendar for Project Management: Visualize all the projects in one place Different calendar views to make visualization easy Tracking employee’s ongoing activities Sharing calendars with colleagues Saving multiple calendars with different filters Color coding activities for better visualization Open project tasks straightway from the calendar See a bigger picture across multiple projects For all the project data, you need a tool that integrates with your Microsoft Dynamics 365 CRM. That is when Dynamic...

  Do you know why some brands are always on top of the leaderboard? Why do customers choose them compared to competitors offering similar products? One of the major reasons that can make or break an ecommerce business is shipping. There are a lot of factors like on-time deliveries, allowing customers to choose delivery dates, multiple delivery options, etc., that play a significant role in making your shipping policy customer friendly and of the best amongst the competitors. If you are a Shopify store owner wishing to improve delivery date management, this article is for you! Best Shipping Practices 1. Make appropriate teams One person cannot do it all. It is important to divide the task in order to have clarity in work, reduce errors and avoid burnout. You can have a marketing team who takes care of all the promotions, highlighting the USP of your brand. From analyzing the incoming leads to final conversions, they analyze all the statistics and take action accordingly....

  Using a calendar to automate appointment scheduling tasks, activity, and resource management sounds like fun until you realize how and where you will store and fetch the data. You will need Dynamics 365 CRM data on the calendar to manage projects and resources. If the calendar you use or the subscription plan you opt for does not have the option to integrate the CRM, you won’t be able to use the calendar features at its best. If we talk about the popular online appointment scheduler Calendly, it does not provide CRM integration for Basic and Essential plans. To avail CRM integration features, you need to opt for a $12/seat/month plan or higher. These prices might be too much for small business owners or startups who are not ready to pay a big portion every month. Why would anyone pay more when you can get more functionalities and CRM integration at much lesser rates? To find out how, to stay with us till the very end. This blog will explain how Calendly’s higher subscri...

  For businesses, sales territories outgrow boundaries all the time. And it’s a good thing. If it does not grow, then it is something to worry about.  There are a lot of decisions that depend on territories, and hence territory management should be your utmost priority. That is when the Dynamics 365 map plugin can help you. The plugin helps you visualize the Microsoft Dynamics 365 CRM data on a map and analyze it. The tool gives you insights to maximize your efforts by making subtle changes in the territory structures and making strategies accordingly. To know how and why you should make changes in your territory, stay with us. What is Territory Optimization? Territory optimization helps you align the workload and resources to gain the best outcome. Territory optimization must be conducted at regular intervals for the best outcomes. Here are some reasons: Changing marketing strategy When adding a new product Poor coverage of territories Inefficient routes Duplic...