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CRM Blog

Welcome to our CRM blog!

We have created this space for business owners, sales executives, IT and CRM managers who are keen to get a complete picture of CRM capabilities. Via how-to tutorials and business-oriented CRM articles, we lead you to a better understanding of the potential of building profitable customer relationships and help to efficiently cope with business challenges connected with customer management. Our primary focus is on two powerful solutions – Salesforce and Microsoft Dynamics 365.

Stay tuned and turn our expertise into your business benefits!

How Sales Automation Helps Your Business Advance
CRM

How Sales Automation Helps Your Business Advance

Knowing WHY you need sales force automation, WHAT exactly to automate and HOW to benefit from this process are 3 keys for your sales effectiveness.
Live chats vs. chatbots: Who proffers better customer experience
CRM

Live chats vs. chatbots: Who proffers better customer experience

We give a quick overview of pros and cons of having a live chat or a chatbot to provide customer support.
How to win more deals in complex sales with Salesforce
CRM, Salesforce

How to win more deals in complex sales with Salesforce

We come up with the key distinctive features of complex sales that can be frustrating for sales teams if neglected and bring Salesforce into action to see if it can be effective there.
Microsoft Dynamics 365/CRM for Outlook: Limitations and Alternatives
CRM, Dynamics 365

Microsoft Dynamics 365/CRM for Outlook: Limitations and Alternatives

We not only give an insight into the limitations of Microsoft Dynamics 365/CRM for Outlook but also provide a worthy alternatives to it.
Key banking CRM features to become customer-centric and create a single customer view
Banking IT, CRM, Finance IT

Key banking CRM features to become customer-centric and create a single customer view

Banking CRM is the cornerstone of creating the ideal customer profile.
Salesforce document management: Top 10 questions answered
CRM, Salesforce

Salesforce document management: Top 10 questions answered

Need a Salesforce document management solution? To make a good start, take a look at our answers to top 10 questions: What, How, How much, and more.
Salesforce Health Cloud and its approach to patient acquisition
Healthcare IT, CRM

Salesforce Health Cloud and its approach to patient acquisition

We review Salesforce Health Cloud’s functionality that targets patient acquisition.
How Banks Can Boost Cross-Selling: The Ultimate Guide
Banking IT, CRM, Data Analytics & BI, Finance IT

How Banks Can Boost Cross-Selling: The Ultimate Guide

We explore how a central CRM system, mobile banking app and analytics software can help banks to succeed in cross-selling.
Microsoft Dynamics 365 vs. Salesforce – Which one is best for lead nurturing?
CRM, Salesforce, Dynamics 365

Microsoft Dynamics 365 vs. Salesforce – Which one is best for lead nurturing?

Check out a feature-by-feature comparison between Salesforce and Microsoft Dynamics 365 in terms of automating lead nurturing processes.