CRM Troubleshooting: Spotting Signs of Trouble

By Manpreet Handa / March 29, 2018

When businesses invest in a CRM system, they’ve already taken a step forward in the right direction with regard to generating leads and boosting sales. But, here’s the thing – CRM systems are just like any other tool; they’re only as effective as the people using them. This is an all too common scenario. The…

August 7, 2021
CRM Troubleshooting: Spotting Signs of Trouble

When businesses invest in a CRM system, they’ve already taken a step forward in the right direction with regard to generating leads and boosting sales. But, here’s the thing – CRM systems are just like any other tool; they’re only as effective as the people using them. This is an all too common scenario. The…


4P Strategy to Successful Salesforce lightning experience migration

By Nitin Dangwal / March 22, 2018

If you are reading this article, you are probably already planning to migrate your Salesforce instance to Lightning Experience or considering it. Either way, this article should help identify appropriate activities and help provide a checklist of things to expect and plan for. PREPARE Run Salesforce assessment tools Lightning Experience Migration Assistant Lightning Experience Migration…

February 15, 2021
4P Strategy to Successful Salesforce lightning experience migration

If you are reading this article, you are probably already planning to migrate your Salesforce instance to Lightning Experience or considering it. Either way, this article should help identify appropriate activities and help provide a checklist of things to expect and plan for. PREPARE Run Salesforce assessment tools Lightning Experience Migration Assistant Lightning Experience Migration…


Dynamics 365 for Finance & Operations – Taking business to the next level

By Neeraj Maurya / March 12, 2018

Microsoft Dynamics 365 for Finance & Operations is Microsoft’s flagship ERP Suite. Dynamics benefits Finance and Operations by seamlessly integrating CRM apps and Office 365, enabling enhanced visibility, faster business processes, and smarter decision making Some facts on Dynamics 365 for Finance & Operations Panorama Consulting revealed that Microsoft Dynamics has been identified as the…

December 8, 2020
Dynamics 365 for Finance & Operations – Taking business to the next level

Microsoft Dynamics 365 for Finance & Operations is Microsoft’s flagship ERP Suite. Dynamics benefits Finance and Operations by seamlessly integrating CRM apps and Office 365, enabling enhanced visibility, faster business processes, and smarter decision making Some facts on Dynamics 365 for Finance & Operations Panorama Consulting revealed that Microsoft Dynamics has been identified as the…


The importance of Master Data Management in CRM

By Neeraj Maurya / March 8, 2018

Back in the early nineties, CRM was quite a big deal. Why wouldn’t it be? It certainly offered something that businesses craved. Here was a solution that combined scientific analysis with marketing intelligence to help businesses make smarter marketing investments and boost ROI. Needless to say, this allowed CRM to acquire plenty of traction in…

April 28, 2020
The importance of Master Data Management in CRM

Back in the early nineties, CRM was quite a big deal. Why wouldn’t it be? It certainly offered something that businesses craved. Here was a solution that combined scientific analysis with marketing intelligence to help businesses make smarter marketing investments and boost ROI. Needless to say, this allowed CRM to acquire plenty of traction in…


Here’s what’s trending in CRM

By Neeraj Maurya / February 27, 2018

The future of the CRM market remains unpredictable, especially with regard to the situations concerning the economy, the new tax bill, and the stock market. So far, we’ve been told that there’s going to be an increased amount of investment in several areas such as new processes, new products, and employee rewards. So, there’s a…

April 28, 2020
Here’s what’s trending in CRM

The future of the CRM market remains unpredictable, especially with regard to the situations concerning the economy, the new tax bill, and the stock market. So far, we’ve been told that there’s going to be an increased amount of investment in several areas such as new processes, new products, and employee rewards. So, there’s a…


Top CRM features to look for data security

By Neeraj Maurya / February 21, 2018

Customer Relationship Management (CRM) is growing to become a very critical part of the business process. This shouldn’t come as a surprise considering just how easier it is to manage customer relationships with CRM systems. However, even the best things have drawbacks and modern CRM systems aren’t immune to certain challenges. The information that is…

April 28, 2020
Top CRM features to look for data security

Customer Relationship Management (CRM) is growing to become a very critical part of the business process. This shouldn’t come as a surprise considering just how easier it is to manage customer relationships with CRM systems. However, even the best things have drawbacks and modern CRM systems aren’t immune to certain challenges. The information that is…


Top 10 Benefits of Using Microsoft Dynamics 365

By Abhishek Singh / February 13, 2018

What are the Benefits of Microsoft Dynamics 365? Dynamics 365 is the only cloud-based solution that offers all that is needed for CRM and ERP, in one place. It is the only process that unifies the theme in all the CRM apps, which helps in implementing a more streamlined sales process, integrating marketing, field services,…

March 15, 2022
Top 10 Benefits of Using Microsoft Dynamics 365

What are the Benefits of Microsoft Dynamics 365? Dynamics 365 is the only cloud-based solution that offers all that is needed for CRM and ERP, in one place. It is the only process that unifies the theme in all the CRM apps, which helps in implementing a more streamlined sales process, integrating marketing, field services,…


Need A good team to handle CRM? Here’s what to do

By Neeraj Maurya / February 5, 2018

Among the many fields of employment that seem to be expanding, CRM or Customer Relationship Management is one. CRM is an important function in today’s business environment and needless to say, organizations need the right people to work it. However, the problem is that it’s quite a niche field and you need people with multiple…

April 28, 2020
Need A good team to handle CRM? Here’s what to do

Among the many fields of employment that seem to be expanding, CRM or Customer Relationship Management is one. CRM is an important function in today’s business environment and needless to say, organizations need the right people to work it. However, the problem is that it’s quite a niche field and you need people with multiple…


Salesforce distributed marketing: What is it?

By Nitin Dangwal / January 29, 2018

So, you’ve been following the latest CRM news, you’re likely to have heard about Salesforce’s newest feature. It’s called Salesforce Distributed Marketing and its purpose is to help marketers sprinkle a little bit of personalization into their corporate marketing campaigns. More interestingly, the feature isn’t just limited to the primary business. Even franchise, local and…

September 1, 2020
Salesforce distributed marketing: What is it?

So, you’ve been following the latest CRM news, you’re likely to have heard about Salesforce’s newest feature. It’s called Salesforce Distributed Marketing and its purpose is to help marketers sprinkle a little bit of personalization into their corporate marketing campaigns. More interestingly, the feature isn’t just limited to the primary business. Even franchise, local and…


Why consider Telephony Integration with your CRM

By Neeraj Maurya / January 16, 2018

The telephone came into existence in 1876, all thanks to a man called Alexander Graham Bell. Bell’s device single-handedly changed the way humans communicate and it’s still doing it. Now, we could argue that the phone isn’t an exclusive invention and that most of the early inventions still play a key role in the current…

April 28, 2020
Why consider Telephony Integration with your CRM

The telephone came into existence in 1876, all thanks to a man called Alexander Graham Bell. Bell’s device single-handedly changed the way humans communicate and it’s still doing it. Now, we could argue that the phone isn’t an exclusive invention and that most of the early inventions still play a key role in the current…