SaaS Business Analytics and Health – Subscriptions & Recurring Billing on Microsoft Dynamics 365 CRM Platform is what you need!

The SaaS business model is here to stay. Today, it’s roughly a market of 150+ billion dollars and seems to keep on growing. But there is always one misconception that SaaS business models are just like traditional business models. However, SaaS or Subscription businesses are more complex than traditional businesses. Traditional business metrics totally fail … Read more

Top 5 Reasons to Have Map Integration as a Part of Your CRM Strategy

What gives more visualization while designing the next month’s marketing campaign: A long list of CRM records or the CRM records plotted on a map? While planning strategies, it is important to visualize the data, especially with businesses where the location affects sales numbers. Obviously, the data list lacks clarity on the good or bad … Read more

Supercharge your CRM with Microsoft Viva Sales—Now in preview

At the announcement of Microsoft Viva Sales, Paul Greenberg, Founder, Managing Principal, The 56 Group, LLC,often called the “Godfather of CRM” and has written a book, CRM at the Speed ​​of Light, and I were chatting about the state of customer relationship management (CRM) market and the innovations in the last 20 years. One area … Read more

Target the Right Audience across Industries – Location intelligence within Microsoft Dynamics 365 CRM is what you need!

Years of experience and research have etched the fact that human beings are social beings and are dependent on each other and nature for their survival, way of life, well-being, and more! The first drops of rain are capable of bringing a wide smile to the sun-scorched, tired, and sweaty faces. The same happy rain … Read more

Power Platform Blind Spots – Microsoft Dynamics CRM Community

My CTO, Vlad Sarov, brought up the term “Blind spots” in a conversation we had the other day regarding our Services as a Subscription model. He described one benefit of the service as helping customers see their “blind spots” in the Power Platform. Oddly enough, I had a new customer call the next day, where … Read more

Sales Process Automation Toolkit – CRM Technology Review

The sales pipeline: for most Dynamics 365 for Sales users, it consists of a list of accounts, opportunity forms, and maybe a list of standard activities for each phase of the pipeline. But there are literally dozens of technologies to aid sales managers, reps and marketers with generating better leads, improving win rates, accelerating deals … Read more

Gain insights of your business health with SaaS metrics in Microsoft Dynamics 365 CRM

A famous mathematician once said, “If you cannot measure it, you cannot improve it.” This stands true for all small, medium, and large enterprises, involved in the SaaS business model as they have more complex finances as compared to traditional businesses. And because of this, SaaS metrics are required to capture the key factors that … Read more

AI Builder Deep Dive: Overview of Possibilities and Best Practices

Have you ever had to manually input data from a document into a database or Excel sheet? Whether you’ve tried using code-based crawlers or complex AI monitoring to extract this data automatically, the barrier to entry for AI operations on documents was fairly large and previously required a developer to create the tools. For Power … Read more

The Power of Wish Lists on Positive CRM User Adoption

Change is hard. From the very start of your CRM implementation project, you must work harder to instill a culture of positivity, not negativity. Too many times, users complain at the water cooler (or a virtual water cooler) about “how awful the new CRM system is.” Then, they figure out ways to get around using … Read more

User Adoption for Microsoft Dynamics 365 CRM – Plan your journey with best practices, and right tools!

As a Preferred App on Microsoft AppSource, User Adoption Monitor, tracks and monitors the actions performed by enabled users in Microsoft Dynamics 365 CRM. It is an effective tool used by managers or administrators for monitoring Microsoft Dynamics CRM user adoption. How? Let’s find out from the below scenario. Mark is the Senior Sales Manager … Read more