Managing a flood of incoming documents, whether for loan applications, onboarding, or compliance, can quickly become chaotic. Manually sorting emails, classifying attachments, tagging metadata, and filing them correctly in SharePoint eats up valuable time and leaves room for errors. But what if this entire workflow could be automated? Join our exclusive live webinar to see… Read More »
As organizations increasingly rely on Microsoft Dynamics 365 to manage their sales, field service, and operations, location intelligence has become a strategic necessity. From managing vast regional territories to coordinating complex field resources, having a geospatial mapping solution embedded directly into your Dynamics 365 CRM can transform the way you work. FYI, about 77% of… Read More »
Tired of Missing Important CRM Updates? If you’re using Dynamics 365 CRM, chances are you’ve experienced the frustration of missing critical updates, overdue tasks, or client follow-ups. Let’s be honest—relying on manual reminders or digging through dashboards isn’t the most efficient way to stay on top of things. The Problem: While working with Dynamics 365… Read More »
Duplicates and CRM? Not a good combo, right? Exactly. They don’t just eat up your storage, they also slow down your productivity. A study found that 15-30% of your CRM data could be duplicates. That’s why efficient clean-up is so important, and DeDupeD by Inogic makes it simple. With DeDupeD, you can automatically detect… Read More »
Is your business operating across multiple regions? Managing multilingual CRM data in Microsoft Dynamics 365 can lead to communication gaps, delays, and errors. Without an integrated translation solution, you’re stuck: Manually translating CRM records or relying on third-party tools. Losing rich text formatting, making translations hard to understand. Struggling with static translations that don’t meet… Read More »
Let’s face it—we’ve all been there. You’re chasing down a lead on WhatsApp, sending a follow-up via SMS, answering questions on live chat… and somewhere in the chaos, a message gets missed, a deal slips through the cracks, or a customer is left waiting. Sound familiar? If you’re using Dynamics 365 CRM but juggling multiple… Read More »
If your business uses Dynamics 365, chances are you’re also using Mailchimp for email marketing. However, managing both separately is a hassle—manually transferring contacts, updating campaign data, and switching between platforms slows everything down and increases errors. Without a seamless integration, you’re stuck: Manually entering CRM contacts into Mailchimp to run campaigns. Tracking campaign results… Read More »
In a world where 87% of organizations use cloud-based CRM platforms, it’s clear that managing ever-growing volumes of data is a challenge everyone faces. Microsoft Dynamics 365 CRM users generate countless notes, email attachments, and sales literature—leading to soaring storage costs and sluggish performance that hinder even the simplest tasks. The conventional fixes, like deleting… Read More »
Hey there, map enthusiasts and data wranglers! Ever felt like your business data is trapped in boring spreadsheets and CRM records? Like, you’re missing out on the real picture! Well, guess what? We’ve got some exciting news that’s going to change how you visualize your data on a map globally — and it’s launching in… Read More »
As the holiday season approaches, it’s the perfect time to simplify and automate your business processes while planning for success in 2025. If your CRM isn’t yet delivering location-based insights, optimized storage, secure document management, seamless communication, timely notifications, or insightful activity visualization, we’ve got you covered! Join us for Season 3 of our Dynamics… Read More »