In this episode of Did You Know, David offers some quick tips on how to use Wall of Value add-ons for easy CRM automation:
Fast Facts for easy CRM automation
Did you know that QuantaCRM offers Wall of Value add-ons specifically designed to boost your automation capabilities in Dynamics 365 for Sales?
For example, with the Email-to-Case Creator, you can set up a web form that will automatically create and populate a case record for your support team.
And with the Web-to-Lead Creator, you can set up a web form that will automatically create and populate a lead record for your sales team.
Both make it easier to find and assist your customers, and both are available as standalone add-ons or as part of your OnTrack subscription.
Now you know!
Want more on Microsoft Dynamics 365 CRM automation?
Then check out our Microsoft Dynamics 365 for Sales CRM Automation archive! You can browse our growing catalog of CRM automation articles and videos.
Learn best practices that will set you up for success with your automation efforts, and see success stories from some of the other businesses we’ve worked with over the years.
Looking for even more fast CRM facts, tips, and tricks?
Good news! We’ve got plenty more of all three waiting right here for you on Channel Q!
For more fast CRM facts, tips, and tricks, check out our Did You Know? Archive!
Or, to explore all our videos for even more CRM insights, you can browse the complete Channel Q Video Archive!
Want more value from your CRM?
Get the most from your CRM with the OnTrack Wall of Value!
The OnTrack Wall of Value is a collection of Microsoft Dynamics 365 add-ons and solutions by QuantaCRM that enhance and augment your Dynamics 365 for Sales system.
Your CRM will be more powerful and more efficient—and so will your team!