Still Using CRM Like It’s 2010? Let’s Talk Visuals. According to a data report, many CRM users feel overwhelmed by cluttered data and complicated navigation. That’s a lot of missed opportunities — and miscommunication. Scrolling through endless records and tabs isn’t helping anyone close deals faster. So, what if your CRM showed you exactly what… Read More »
Let’s face it — business processes rarely fit in neat, one-table boxes. A sale might start as a Lead, evolve into an Opportunity, move to a Quote, and finish as an Order. An employee might begin as a Candidate, become a New Hire, and progress through Onboarding. A customer issue might flow from Support Ticket… Read More »
What If You Could Manage Your Work in a Way That’s Simple, Agile, and 100% Focused on What Matters Most? Take a second to think about your current CRM workflow. How often do you find yourself scrolling through endless records and data, trying to track your sales leads, projects, or customer interactions? Frustrating, right? Now,… Read More »
The New Year is the perfect time to set fresh goals. For sales teams, a top priority should be optimizing workflows and achieving clear visibility into the sales pipeline—because disorganization hinders success. Good news! Data Visualization Tools like Kanban Board and Map My Relationships for Microsoft Dynamics 365 CRM are here to help you streamline… Read More »
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM… Read More »
In the realm of task management and customer relationship management (CRM), the Kanban method has gained immense popularity for its visual and efficient approach. Microsoft Dynamics 365 CRM natively available Kanban view is a feature that allows you to see and manage your records in a card-based layout. You can use the Kanban view for… Read More »
When you are at your favourite Pizza house or Burger shop, have you ever wondered what those boards with different columns mean? You know, the ones where the cashier keeps adding and removing different tickets in different columns? It is like those ‘do, doing, done’ boards that we make with sticky notes but better. To… Read More »
Let’s get it straight – Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.… Read More »
Recently, data visualization apps have become an integral part of many business processes. Increasingly, companies across the world are taking advantage of these tools to sort through massive amounts of data and for presenting it to stakeholders and business owners in ways that they can understand. Quicker decisions, improved insight into business health, higher productivity… Read More »
Data visualization is not a new concept. Since centuries we have used visuals – pictures, paintings, pictograms and symbols – to transfer knowledge and information. So, it’s natural to use visualization tools to interpret and analyze trillions of data generated every day. Today, companies across the world are taking advantage of these tools to sort… Read More »