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Finance is one such industry where accuracy is paramount. Even a small mistake of 0.01 cents can cause huge losses to the businesses. Hence, being alert and up-to-date with every activity is essential. Talking about Calendar 365, it helps finance industries manage their time in the best way possible. It keeps them updated about the upcoming meetings, appointments, events, etc., along with financial statistics. With Dynamics Calendar 365 , finance industries can obtain important data and analyze the performance in a specific quarter or a fiscal year. In this article, we will explain the benefits of Calendar 365 with an example of our client. Client Overview They help small and mid-sized energy companies with funds. Their investment sizes are structured in different layers such as credit facilities, unsecured debt, net profit interests, etc. With a daily cap limit of $25 to $75 million, they wanted a solution that would help them track every minute detail, including the team’s performanc...

When most people think about nonprofits, they mostly think about a small, earnest office with a few people working with limited resources towards a shared goal that’s more about a cause than profits. Though there’s some truth to it, most people – volunteers, members – are attracted to nonprofits thinking they make the world a better place. In reality, a nonprofit is as sophisticated as a for-profit industry. To be effective, they need to bring in tools like Dynamics 365 map to maximize the benefits they are working hard to create. A Dynamics CRM map can help them identify leads, send invites to donors, visualize the effects of campaigns, and more. Let’s understand it better with an example. Consider the scenario of Emily; she is a fundraising manager at an NGO. She is responsible for strategizing fundraising activities and managing the events and teams that go on-field to communicate with donors and leads. Recently, they have organized an event to raise funds for orphans. Apart from ma...

Design, manufacture, and installation of high-quality windows, doors, and shutters require a great deal of work. And if you have to serve multiple clients, the work increases multifold. In such a scenario, managing operations, clients, and staff together become challenging. You can use Google Calendar to keep up with the meetings and tasks. But again, you will have to switch between CRM and calendar. If you have a plugin that can integrate with your CRM, it’s great! Calendar 365 is exactly what you need. It syncs all the data from the calendar into the CRM. You don’t have to add your tasks or schedule appointments twice. Plus, you can directly manage your employees’ activities, performance, leaves, etc., from the calendar. If you’re wondering how Dynamics 365 Calendar can benefit the fenestration industry, keep reading. We will share the experience of one of our clients from the fenestration industry. About Our Client They are the leading name in the fenestration industry that control...

  In this world, where everything is going online, your business must have an online presence for its growth. For business owners with zero technical knowledge, it is difficult to understand the complexity of website development. To eliminate this complexity, you can choose Shopify. Yes, Shopify is so easy that anyone with no technical expertise can launch an ecommerce store. Shopify Application Development is gaining popularity and has become the first choice of business owners planning to take their business online. In Dec. 2020, Shopify accounted for 3.2 percent of all global websites. There are reasons why businesses are choosing Shopify for their websites. Here are some advantages that will make you choose Shopify as your ecommerce platform. Easy to Use To take your business online, you don’t need to be tech-savvy. Shopify provides you a platform where you can run an online store without understanding coding or any technical stuff. You just need your product list and the name...

  With most sales going online, there are still industries that rely on a sales representative. For example, the health industry has Medical Reps, Banks and Insurance companies have Sales agents, Sales reps for Consumer Packaged Food.   There are a lot of difficulties sales representatives face on a daily basis, like traveling from one place to another and coming back to the same place to meet another client. This happens because they don’t have optimized routes and configured data that will highlight nearby routes to cover them in one go. To minimize such day-to-day troubles and save time, you can integrate Dynamics 365 map plugin .  Want to know how? Keep Reading. Heat Map Visualization With heat map visualization, you can set the saturation levels from low to high and indicate the different colors. You can use this feature to target the high sales area as they bring in more sales. And with a low sales area, you can make strategies to improve the sales. You can fil...

  Performance in every field is subject to principles. Say you want to improve your swimming skills. The trick is to practice swimming daily. It will help you but until a certain plateau. To master it, you need to get a teacher who will explain the core principles of swimming, like decreasing drag and increasing propulsion. That goes for customer service too. You can implement the common customer service techniques and drag along, or you could start by focusing on the core principles of customer service and strategize accordingly. For example, efficiency is one of the fundamental aspects of great customer service. You can act on it by providing instant support with features like live chat, chatbot, multi-channel support, etc. Similarly, you can improve their shopping experience by offering custom product bundles made using a Shopify bundle app. The key to improving customer experience is quality service. Remember – Happy customers, happy you! Thank them and keep them happy. So,...

You might want to make the most of your Magento 2 store – experts agree that in a post-pandemic world, mobile shopping will take the center stage. Mobile shopping refers to a more convenient way of shopping, which is developing a customized Magento 2 mobile app rather than reworking on the old school website. In one of our blogs, we have even explained the reasons businesses should opt for a Magento 2 native app over the website . The main highlights of switching from website to mobile app are: Personalization Engagement Productivity Conversion Instant Results Thus, while developing a Magento 2 app for one of our clients, we realized that there are a few custom features that need to be included in the app built with our Magneto 2 App Builder. And here’s how the journey towards customization begins. Building Customer Loyalty with Reward Points The reason why customers love the reward system is they can avail discounts during shopping. It gives them a feeling of being valu...