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Leads vs. Opportunities: What’s the Difference?

Leads vs. Opportunities: What’s the Difference?

by Mariam Florio | CRM 101

The difference between leads and opportunities in CRM affects the way your CRM system is organized. Learn more about leads vs. opportunities with Mariam in CRM 101!

Best Practices for Scheduling Updates in Microsoft Dynamics 365 for Sales CRM

Best Practices for Scheduling Updates in Microsoft Dynamics 365 for Sales CRM

by Mariam Florio | CRM Secrets

Mariam shows you a few important tips and best practices for finding and scheduling updates in Microsoft Dynamics 365 for Sales CRM!

Improve Response Times to Stop Losing Leads and Opportunities

Improve Response Times to Stop Losing Leads and Opportunities

by Mariam Florio | CRM Secrets

The Last Sales Activity Date Tracker allows you to track, view, and sort leads and opportunities by last activity dates in Microsoft Dynamics 365 CRM. Learn more with Mariam!

Bridging the Gap between Sales and Customer Service

Bridging the Gap between Sales and Customer Service

by Mariam Florio | CRM 101

In this episode of CRM 101, Mariam shows you how CRM increases visibility across departments and bridges the gap between sales and customer service!

2 Quick Ways to Prevent Data Loss Inside Microsoft Dynamics 365 for Sales CRM

2 Quick Ways to Prevent Data Loss Inside Microsoft Dynamics 365 for Sales CRM

by Mariam Florio | CRM Secrets

Data loss is a scary thought for any business that relies on CRM to manage their records. Mariam offers 2 quick and easy security tips to help prevent data loss!

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