Tech Insights 8 min read
What Is CRM Software?
From sales to customer service: your CRM software solution is there to help you do more with less
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CRM
Transform every customer interaction into a lasting relationship. Our CRM insights offer the keys to understanding your customers' needs, preferences, and dreams, empowering you to deliver unmatched personalized experiences.
Featured resources
All CRM resources
351 total
Business Tips 14 min read
8 CRM Consultants in Illinois and the One Order to Run on Every Demo
CRM consultants in Illinois get hired by companies whose reps quote the same product at two different prices in a single week because each customer has its…
by Shelley SunjkaBusiness Tips 13 min read
Dynamics 365 Sales License: Here's What Every Tier Actually Costs (and Who It's Really For)
A Dynamics 365 sales license decides what your sales team can actually do inside the CRM, and in Canada the live options range from CAD $88.20 per user per…
by Muhammad Ali Iqbal-
Customer story 7 min read
CRM implementation at Solem: a tool for achieving excellence and staying competitive
Step into the journey of two enterprising sisters who transformed an idea into a prosperous venture, with the help of a CRM that unlocked their success.
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Customer story 1 min read
Sales Management, a scalable approach with Dynamics 365 Sales and Lithion Recycling
Lithion Recycling shares its experience with the rapid implementation of Dynamics 365 Sales and the impact the solution has had on its day-to-day business.
Tech Insights 14 min read
7 Benefits of an ERP CRM Integration for a Canadian Business Running Both Systems
A rep sends a quote out of the CRM at 13 percent HST for a buyer whose receiving address moved to Calgary in March. Finance catches it at the next return f…
by Shelley Sunjka
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Webinar 54 minutes
Power BI - Integration with Business Central and and new embedded reports out of the box
This webinar, led by Patrick Murphy, dives deep into the integration of Power BI with Business Central, with a special focus on the new out-of-the-box embedded reports available in the latest Business Central V25 release.
Tech Insights 5 min read
5 reasons for implementing an accounting CRM
Accounting CRM is a clear testament to how this type of management software is useful for more than just your marketing and sales departments (contrary to what some may think).
by Kooldeep Sahye
Tech Insights 12 min read
Top 7 Ways to Reach Your Goals With a B2B CRM
A B2B CRM solution boosts business power—centralizing data, automating marketing, and providing a single view for teams.
by Kooldeep Sahye
Tech Insights 6 min read
7 reasons to use a CRM for architects
Using a CRM for architects is a bit like owning this magical spiral-bound notebook. It’s a Big Computer that will help you achieve your goals and complete your projects on time and successfully.
by Kooldeep Sahye
Tech Insights 6 min read
7 reasons to use a CRM for tourism to grow your travel agency
Discover how a CRM for tourism helps travel agencies save time, boost efficiency, and improve client satisfaction through automation and personalization.
by Kooldeep Sahye
Tech Insights 6 min read
7 tips for choosing the best CRM for builders
But how to choose the best CRM for builders when there are so many both generic and specialized CRMs out there, each with compelling features, benefits and price points?
by Kooldeep Sahye
Tech Insights 5 min read
7 tips for choosing the best CRM for recruiters
Among the many aspects that can slow down the recruitment process are the number of CVs received, the multitude of platforms through which candidates contact you, the precise definitions of some positions, and the management of interview appointments.
by Kooldeep Sahye
