Understanding the Importance of CRM in Logistics Defining CRM in the Logistics Context When I first started diving into the world of logistics, I quickly realized that Customer Relationship Management (CRM) isn’t just a fancy buzzword. It’s a critical system that helps companies keep track of their interactions with customers, manage sales, and improve overall […]
Creating a CRM workflow can sometimes feel like wrestling a bear—it’s a big task, but the rewards are totally worth it. Based on my personal journey through figuring out what works best, I’ve narrowed it down to five major components that really make a difference. Buckle up; this is going to be one insightful ride!
Understanding the Integration Between D365 CRM and Outlook Why Integrate D365 CRM with Outlook? Let’s start with why you’d want to integrate D365 CRM with Outlook in the first place. Having both systems talk to each other makes life way easier. Now, instead of toggling between two platforms, you can manage your emails, calendar, and