Veronica Josephcareerusa.hashnode.dev·Aug 30, 2024Optimizing CRM with Custom Metadata Types: Techniques from Salesforce Admin CertificationIn the dynamic world of Customer Relationship Management (CRM), optimizing processes and ensuring seamless operations are crucial. One of the pivotal ways to enhance CRM systems is through the use of Custom Metadata Types, a technique often emphasize...DiscussSalesforce
Bincy Roybincyroy.hashnode.dev·Aug 14, 2024Updating Global Choice Options in CRM with HTML Web Resources & JavaScript Web APIDynamics 365 CRM is a powerful tool for managing business processes, but sometimes you need to customize it to meet your specific needs. In this blog post, we’ll explore how to manage option set values in a global option set using JavaScript. We'll c...Discuss·1 like·193 readsoptionset
TRooInboundtrooinbound.hashnode.dev·Jul 15, 2024Level Up Your CRM: Streamline HubSpot with ZapierWelcome to the ultimate guide for unlocking the power of Zapier and HubSpot integration! This comprehensive resource will equip you to automate workflows, streamline processes, and supercharge your CRM experience. Whether you're a seasoned marketer o...DiscussZapier
Bhagya Rajdynamicscrmdevelopers.hashnode.dev·Jun 15, 2024Dynamics 365: Understanding the Differences Between Custom Workflows and PluginsIn the realm of Microsoft Dynamics 365, both custom workflows and plugins play pivotal roles in automating processes and extending functionality. However, they differ significantly in their triggers, execution contexts, and use cases. This blog aims ...DiscussMicrosoft CRM
Deja Vu Songshubtales.hashnode.dev·Mar 9, 2024How to Build an Effective Churn Solution for a Seamless Cancellation FlowReducing churn is a critical aspect of maintaining a thriving business. An integral part of achieving this is constructing a cancellation flow that not only simplifies the process for users but also provides valuable insights for improvement. In this...Discusscrm
VTDEVSolutionsvtdevsolutions.hashnode.dev·Nov 20, 2023The Vtiger Community: A Driving Force Behind Vtiger's ProgressWhat is the role of the vtiger community in enhancing the functionality of the tool? How communities are the driving force behind Vtiger’s advancements? How to make use of Vtiger CRM for your brands? These questions must have been the reason you are ...Discussvtigercrm
Preeti samuelkamilapreetisamuel.hashnode.dev·Apr 26, 2023Advantages of CRM Application Along with the Use CaseCRM (Customer Relationship Management) application is an essential tool that helps businesses build and manage their relationships with customers. The advantages of using a CRM application are: Better customer management: CRM application helps busin...Discusscrm development
Technanosoft Technologiessoftwareservices.hashnode.dev·Feb 27, 2023A Brief History of CRM: How We Got Here and What's NextCustomer Relationship Management (CRM) has become essential to modern business operations. It has evolved significantly since its inception in the 1970s, from manual processes to cloud-based software solutions, artificial intelligence, and big data a...Discuss·2 likescrm
Endurance Gift Achorospinel.hashnode.dev·Dec 7, 2022My way of becoming a certified CSRTaking a CRM course is one of the best decisions I made this year 2022. Having a CRM mentor helped me pick up CRM terminologies I had no business with, yet as much as CRM seemed like the new groove, I had no interest whatsoever. The reason for this? ...Discuss·2 likes·175 readscrm development
