Category Archives: Webinar

Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics 365 CRM!

Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More »

Webinar: Free up storage space in Microsoft Dynamics 365 CRM and securely manage documents too!

Businesses using Microsoft Dynamics 365 CRM generate substantial data in the form of notes, sales literature, and email attachments. As these attachments accumulate, it can result in inadequate Microsoft Dynamics 365 CRM storage space and poor system performance, especially in tasks like record searching and retrieval. The conventional approaches of deleting attachments or purchasing additional… Read More »

Webinar: Automatic Lead (Cases, Opportunities et al) Assignment and Distribution with Microsoft Dynamics 365 CRM!

Did you know that the time and quality of your response to a lead can significantly affect your sales cycle and closure rates? Imagine being able to assign leads to your sales team without lifting a finger. With Lead Assignment and Distribution Automation, a Microsoft AppSource preferred app, you can set up business-specific assignment rules… Read More »

Webinar: Real-time Push Notifications in Microsoft Dynamics 365 CRM!

Businesses using Microsoft Dynamics 365 CRM still rely on conventional channels like emails, which can lead to delays in passing time-sensitive, important business updates to stakeholders or miscommunication that can put businesses at risk or even result in monetary losses. According to a survey of 400 companies, communication delays cost each company $62.4 million per… Read More »

Webinar: Boost Field Service Engagement with auto-scheduled appointments, optimized travel routes, live-tracking, and more within Microsoft Dynamics 365 CRM

Are you a regular Microsoft Dynamics 365 CRM user? Do you feel you are unable to explore the complete potential of CRM Records? Have you heard of location intelligence and the potential it can exploit out of CRM Records? Yes! You heard it right! The power of location-based intelligence can now be harnessed to extract… Read More »

Maplytics Jan23 Release Webinar – Enhancements to Auto Scheduling, Mobile UI, Route Tracking, and more!

Imagine a geo-mapping, all-inclusive app that has a vibrant and friendly User Interface, that offers a clear view of the field reps’ schedule, travel routes, and travel time, that provides a 3D View of the Route, makes navigation easy through multiple apps, allows customization of Dashboard Views and a lot more. Now stop imagining and… 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 »

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

The future of business all around the world is changing at a rapid pace. And because of disruptions by new technologies every now and then, organizations face challenges to adapt quickly. One of the key aspects of this change is Automation, which lies at the core of digital transformation. As per stats, 61% of businesses… Read More »

Webinar: Business insights with SaaS metrics, subscription management, and recurring billing automation right within Dynamics 365 CRM!

All small, medium, and large enterprises, involved in the SaaS business model have more complex finances as compared to traditional businesses. And because of this, SaaS metrics such as MRR, ARR, ARPU, Churn Rate, CLTV, etc. are important to analyze business health and find out the key factors that drive SaaS performance. So, is there… Read More »

Webinar: Microsoft Dynamics 365 CRM Gamification to improve user adoption, enhance productivity, and achieve company goals!

Now-a-days, more and more organizations are implementing gamification techniques in their business processes. From entertainment industries to logistics, you can find gamification has become a part and parcel of daily routine work. Why? Because gamification is a powerful mechanism that excites and engages everyone. It relates to basic human drives like motivation for mastery, desire… Read More »