🚨 The November Release is Here! 🚨 Exciting updates are live. From improved proposal workflows and CRM enhancements to streamlined estimating and powerful new analytics for enterprise customers — this release has it all. Also, don't miss your chance to save up to 50% on your subscription when you buy before Nov. 30th. Ready to dive into all the details? See all the release updates here: https://lnkd.in/gQ694SQN
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The Keys to CRM and Interdepartmental Alignment: complex integration requirements;; poor data quality; and; inadequate training and adoption. It's a long list fraught with the complexity of trying to ...
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destinationcrm.com
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📊 A GovCon-specific CRM turns customer data into actionable insights—helping teams grow smarter, not rely on spreadsheets! 🚀 At Unanet, we collaborate with incredible #TechPartners to deliver solutions that help GovCon firms optimize operations and thrive. Learn more from Jacob Borgeson’s article on GovBrew: https://brnw.ch/21wOKBp #GovCon #CRM #TechPartnerships #BusinessGrowth #GovBrew 💼✨
"A CRM tailored for GovCons allows teams to gather and utilize customer data and insights effectively." - Jacob Borgeson, Senior Product Marketing Director The right tool and the right partner can help your firm excel — and ironically, reduce your reliance on Excel. Read Jacob's article on GovBrew: https://brnw.ch/21wOKBp
Connect Project Performance with your CRM to Create Better Proposals Faster
govbrew.co
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Work smarter with #PipelineCRM and #QuickBooks two-way sync. No more data silos, only faster sales cycles and an all 'round better experience for your customers. 👏 See how you can view, create, send, and convert proposals to invoices—right from Pipeline CRM! ➡️ https://snip.ly/cnnqg4 #salescrm #crmintegration #crm
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Stoked for this one! This paves the path for a CRM that listens to your calls and then takes action on your behalf. I have found over the last few years that I have spent hundreds of hours recording calls, but I rarely go back into them unless I need to remember what to do. Now, Clarify remembers for me. With some of the updates we'll announce later this month, your CRM will work for, act as an extension of your brain, and automate even more of the mundane tasks that distract from the thing we all love best - building better human relationships. Signup on the waitlist if you want to learn more or read more in our blog 👇
Today we’re very excited to announce the launch of the Clarify Call Recorder! 🎥 Wait. Another call recorder? What’s the deal? We believe that call data belongs inside the CRM. It houses rich context about who you’re meeting, why, pains, blockers and action items. One of the biggest problems of legacy CRMs is that their integrations just pull recording data into the CRM, but don’t take action against it. They allow you to view meeting data, and maybe even get insights into the call. But because it lives in another system, the CRM is left to simple display it, not take action with it. With Clarify’s call recorder, we are unlocking a series of intelligent tools that will help customers save time and build better relationships. 💙 With the Clarify Call Recorder you can ... 1️⃣ Record all your internal and external meetings. 2️⃣ Tie this data to a custom meeting object where you can take notes, have conversations, collaborate with peers and more. 3️⃣ Quickly extract a view into all your calls, which is great for summarizing your week and taking actions at a glance. Now Clarify will automate a variety of manual tasks in the CRM, from updating records, to creating deals (more on that next week). This is the first step in enabling the CRM to work on your behalf. By having access to your customer calls, you’re empowering your CRM not just to house data, but to act as an extension of yourself. Excited to try a new CRM with a call recorder baked right in? Read more or signup on our waitlist below ⬇️
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Discover how to transform your CRM adoption into a seamless and valuable process in our latest column. Learn strategies to make CRM an integral part of your team's workflow and drive meaningful action from your data. https://bit.ly/3LYXt6y
Preneed Pro Tips: Getting CRM Buy-in
kates-boylston.com
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Today we’re very excited to announce the launch of the Clarify Call Recorder! 🎥 Wait. Another call recorder? What’s the deal? We believe that call data belongs inside the CRM. It houses rich context about who you’re meeting, why, pains, blockers and action items. One of the biggest problems of legacy CRMs is that their integrations just pull recording data into the CRM, but don’t take action against it. They allow you to view meeting data, and maybe even get insights into the call. But because it lives in another system, the CRM is left to simple display it, not take action with it. With Clarify’s call recorder, we are unlocking a series of intelligent tools that will help customers save time and build better relationships. 💙 With the Clarify Call Recorder you can ... 1️⃣ Record all your internal and external meetings. 2️⃣ Tie this data to a custom meeting object where you can take notes, have conversations, collaborate with peers and more. 3️⃣ Quickly extract a view into all your calls, which is great for summarizing your week and taking actions at a glance. Now Clarify will automate a variety of manual tasks in the CRM, from updating records, to creating deals (more on that next week). This is the first step in enabling the CRM to work on your behalf. By having access to your customer calls, you’re empowering your CRM not just to house data, but to act as an extension of yourself. Excited to try a new CRM with a call recorder baked right in? Read more or signup on our waitlist below ⬇️
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Did you miss our recent webinar with Creative Computing? Discover the powerful integration of Dynamics Business Central and CRM 🚀 Enhance your workflow efficiency and productivity with real-time data and improved operational efficiency. 🎥Watch now to learn about: ✅ Integration Possibilities 📊 Simplified Sales Operations 🚀 Connected Departments Don't miss out! Watch the full webinar now 👉 https://ow.ly/170u50SzmhF #DynamicsBusinessCentral #CRMIntegration #SalesOperations #WebinarAlert #BusinessProductivity #DataIntegration #OperationalEfficiency
Scaling Businesses with Integrated Systems: Dynamics 365 Sales and Business Central
ans.co.uk
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Unlock real-time insights and stay ahead of the curve with a Salesforce-integrated revenue dashboard! Discover how it can transform your business today. #Salesforce #RevenueTracking #BusinessGrowth #CRM #CloudQ
Why Every Business Needs a Salesforce Revenue tracking Dashboard
https://cloudq.net
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🚀 Seamless Integration of Dynamics 365 Sales with Business Central! 🔗 Are you looking to streamline your sales and operations? Integrating Dynamics 365 Sales with Business Central can revolutionize your business processes, enhancing efficiency and improving customer satisfaction. 🌟 Here are the key benefits: Unified Data: Ensure data consistency across departments for better decision-making. 📊 Enhanced Productivity: Automate and streamline sales processes. 🛠️ Improved Customer Insights: Gain deeper insights into customer behaviors and preferences. 👥 Scalability: Easily adapt to business growth and changing needs. 📈 Ready to take your business to the next level? Review the Blog: https://lnkd.in/d78-z-yz Let's connect and discuss how this integration can benefit your organization! 💡 #Dynamics365 #BusinessCentral #SalesIntegration #ERP #CRM #BusinessGrowth #DigitalTransformation #TechInnovation #Efficiency #CustomerExperience
Guide on how to Integrate Dynamics 365 Sales with Business Central. - MADHDA Business Solutions - a Microsoft Partner
https://madhda.com
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💭 Thinking of implementing a new #CRM? Beware of hidden costs—from data storage to user training. Discover how our fully transparent pricing model helps you budget confidently, knowing you’re investing in a solution that scales with your business 👇 https://sgrcrm.co/40fLf1Y
Avoid Sticker Shock: What a CRM Really Costs | SugarCRM
https://www.sugarcrm.com
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