C5 Insight will be presenting 4 strategic CRM sessions at CRMUG Summit’s pre-conference academy. Topics will including planning, roadmaps, process design, journey mapping and user adoption. These sessions are designed for
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Qualifying a lead is a process. Is there a fit? Are the parties ready? These are two dimensions that have to be evaluated on both sides, for the group that
A great customer of ours was working on their Dynamics 365 InsideView Solution with their sales team. During that meeting it was discovered the InsideView only creates an account record
Tested on:Dynamics 365 version 9.0Project Service Automation solution version 2.3.0.33 Leads, Opportunities and Quotes represent the first steps in a company’s sales process on many occasions. In Dynamics 365 Project
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