Voice & Conversational CRM: How AI Assistants Are Changing Customer Engagement
Your future customer is going to be dependent on the AI even for basic queries and answers. So, the question that occurs for businesses here is: Is your company aligned with the futuristic policy for AI? As we all know, AI is no longer just an experimental afterthought. According to a Gartner report, 98% of […]
Upselling & Cross-Selling with D365 CRM: Strategies That Work in 2025
Every organisation has one goal: profitable growth. Retaining customers is as important as getting new leads to achieve these goals. There are 2 techniques: upselling and cross-selling. We will talk about how each works, but let’s also discover how you can plan good Dynamics 365 CRM upselling strategies. So, who to sell to, how to […]
Omnichannel CRM Strategies: Delivering Seamless Customer Experiences in 2025
Modern marketing has many trends, from viral loops to growth hacking, but most of them start overnight and end just as quickly. But some trends persist for decades until the whole shift in marketing occurs. This is where you ask yourself if you have a strategy to fit right in. In this, one of the […]
CRM and Data Compliance: Ensuring Privacy in the Modern Business Era
Just like the human body runs on blood, the internet runs on data. Something that is like a lifeblood needs more protection, privacy, and selective accessibility. Especially when we have B2B organisations operating and working with each other, there is so much confidential information that needs to be concealed. This is when most businesses fail […]
Mobile-First CRM Solutions: Empowering Remote Sales Teams
Mobile devices are the new HQ for sales. It is not just Australian businesses that depend on it; global companies now rely on mobile. Whether it is field reps, hybrid sellers, or a distributed B2B team, a mobile-first CRM isn’t just nice to have; it is the backbone of an organisation. This CRM is the […]
How Dynamics 365 CRM Enhances Sales Team Productivity
Sales teams worldwide often face significant challenges, including shorter buying cycles, higher customer expectations, and the constant search for qualified leads. Dynamics 365 CRM is designed to take tedious administrative tasks off sellers’ plates, enabling them to act faster. Previously, we explored CRM and marketing automation trends, as well as the top CRM trends shaping […]
The Rise of Industry-Specific ERP: Dynamics 365 Vertical Solutions Explained
As businesses become globalised, more people are looking for a single solution for everything across industries. When selecting an ERP for your company, you have 2 options: a generic ERP or an industry-specific ERP. Yes, a generic ERP will cover most aspects of your business, but you may still need to customise some features and […]
Zero Trust Security in ERP: Protecting Business Data in Dynamics 365 Cloud
The old phrase, “trust but verify,” has now expired quietly. Data privacy is everything in this world, where everything depends on it. Especially when we talk about the businesses using ERP, you are running on data. A minor breach can cause bigger troubles. Therefore, to fill the security gap, zero trust in ERP is only […]
How to Integrate Field Service Bookings with Outlook and Teams for Seamless Scheduling
Field service staff often have to suffer the outcomes of the missed opportunities. Of course, because they cost the company both revenue and reputation. However, if you ask the workers, they claim that they are missing information, or there are timing delays, or they never received the booking. To fill in the gap, companies are […]
How to Manage Security Roles & Permissions in Dynamics 365
Managing security roles and permissions in Dynamics 365 is essential for ensuring that users have the appropriate level of access across the system. While Dynamics 365 is well-known for being a powerful cloud-based ERP and CRM platform, many organisations struggle with configuring and maintaining security roles correctly. These roles determine who can view, create, edit, […]
