Category Archives: Business Process Checklist

#BetterTogether – Microsoft Dynamics 365 CRM & Business Process Playbook for Improved Customer Engagement!

Stellar Solutions is a Fintech company based in San Francisco that aims to create a common financial platform using blockchain technology. The company offers a decentralized system that allows people to send, save, and receive money across different currencies and borders. Stellar Solutions had renowned for providing exceptional customer service, but as their customer base… Read More »

Microsoft Playbooks Deprecation: Switch to Inogic Business Process Checklist for Scalable Sales Processes in Dynamics 365 CRM!

Sales processes are at the core of every business. Without them, companies would struggle to sell their products or services and grow their revenue. In today’s competitive market, it’s crucial for businesses to have scalable sales processes that can be repeated and improved upon over time. Microsoft Dynamics 365 CRM is a powerful tool that… Read More »

Build a robust Sales Playbook Framework right within your Microsoft Dynamics 365 CRM!

Effective sales process management is one of the crucial factors for ensuring your business’s success. Streamlining processes can help managers and reps maximize sales efficiency, deliver quality customer experiences, and boost ROI. Furthermore, organizations that equip their sales managers with methods to standardize and streamline sales processes grow 10x faster than those with unorganized processes.… Read More »

Webinar: Enforce Best Practices with Playbooks and Process Compliance with Business Process Checklist in Dynamics 365 CRM

What if you are a sales manager at a product-based IT company who has to regularly advise sales executives on best practices for nurturing leads and dealing with new customers? However, people’s unavailability, delayed or inappropriate team actions, poor access to important data, and non-compliance prevent you from streamlining day-to-day tasks for creating a standardized… Read More »

New Release – Create and Manage Playbooks on Dynamics 365 CRM/CE Mobile App!

Mobile devices have transformed the way we do business, from checking emails on phones to attending conference calls with participants sprinkled across the globe, all while being on the go. Mobile-first business solutions leverage the power of mobile devices to be more user-friendly and accessible, enabling businesses to save time and operational costs. Here are… Read More »

Interactive checklists/plans for your Business Processes to improve sales activities within Microsoft Dynamics 365 CRM!

The ultimate goal of any organization that implements effective business processes is to improve process efficiency to increase productivity and provide higher customer satisfaction, leading to increased ROI in business. Business Process Checklist, the latest app by Inogic, lets sales managers create automated plans with tasks and activities that mirror best practices for completing business processes… Read More »

New Release: Business Process Checklist app for streamlining business processes in Microsoft Dynamics 365 CRM

Effective business process management results in increased user productivity by 30-50% and increased success rate of projects by 70%. Effective business process management is a backbone of any organization. A well-structured business process takes everything into consideration viz costs, productivity, the value generated for customers and stakeholders, and overall ROI. Once the sales manager/administrator creates… Read More »