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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!

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.
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.
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.
How to create a single view of the customer with banking software
Banking IT, CRM, Finance IT

How to create a single view of the customer with banking software

Banking software solutions for gathering customer data can help to build a customer-centric model across the organization.
How to use gamification in banking to engage customers and employees
Banking IT, CRM, Mobile Apps, Web Portals, Finance IT

How to use gamification in banking to engage customers and employees

Gamification can become a valuable tool to engage customers and keep banking CRM up-to-date.
Dynamics 365 & LinkedIn Sales Navigator: What the duo can bring for sales departments
CRM, Dynamics 365

Dynamics 365 & LinkedIn Sales Navigator: What the duo can bring for sales departments

Following up on Microsoft Business Forward conference, our MS Dynamics consultants advise on the potential of the announced Microsoft Relationship Sales solution.
CRM and Artificial Intelligence: Today & Tomorrow
CRM, Artificial Intelligence

CRM and Artificial Intelligence: Today & Tomorrow

Drawing on the stats, CRM consultants look at the present and the future of artificial intelligence in CRM.