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CRM Jetty added blog Other
2023-02-07 08:12:01 - Translate -

Webinar: Dynamics365 Portal Solutions For Customers, Partners, and more
Dynamics 365 is a promising tool. But often, a CRM alone is not enough to have smooth workflows. This is where portal solutions come into the picture. Extend the capabilities of Dynamics 365 and lend a helping hand to your partners and customers to engage better and help optimize processes with PortalXpand. With PortalXpand, you get a feature-rich platform to interact with and exchange...

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Steve Mike added blog Other
2024-10-24 09:30:13 - Translate -

How to Customize the Sales Process in Dynamics 365 Sales?
When you prepare the sales funnel, the leads are the ones to top it. It is the beginning of a process, and therefore, any salesperson’s job is to gather leads for conversions. They perform multiple tasks to gather information and take it through the process to nurture the leads into loyal customers. Well, to turn a lead into a promise further down the funnel, you need categorization of...

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