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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 lot ma

  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 Dynamics 36

  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. T

  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 subscriptio

  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 Duplication of

  The US alone had 24.7 million downloads of Google Maps in 2022. The data clearly shows the popularity and inclination of users toward Google Maps. And its popularity can be seen in the corporate world as well. Professionals use Google Maps as a CRM mapping solution to locate leads, contacts, accounts, or opportunities and visualize them like never before. Google Maps in Dynamics 365 can be seen on Dashboards, record forms, while filtering records, to create an optimized route, and more. Dynamics 365 CRM users find it difficult to find a tool that offers Google Maps integration because most mapping tools use Bing Maps as their default mapping solution. However, Dynamics 365 map offers both Google Maps and Bing Maps integration for its users to plot locations on maps. There are three significant ways to use Google Maps as your CRM mapping solution: 1. Geocode CRM records on Google Maps Google Maps gives the most accurate latitude and longitude. Thus, while plotting th

  Every manufacturing company in the world needs to place a high priority on satisfying the needs and expectations of its customers in terms of delivery. The bright side is that these expectations are straightforward: produce accurate products and deliver them on time. However, this is easier said than done for businesses that struggle to meet other crucial deadlines in the manufacturing process or supply chain. Just think about how a lack of materials would affect your production process, how it would delay the finished product and the manufacturing schedule, how much more labor it would cost to wait, how much more shipping it would cost, and how many customer complaints it would bring. Every manufacturer has at least once gone through an unplanned sharp rise in demand, shortage of raw materials, or adverse weather. For customers, any unplanned delay on your end is just delayed delivery. They don’t know or care about the reason behind being late. It cannot be taken lightly,