It's about 3 month I'm using like 90% of time Perfex CRM for my services. I find it the best for most of customer use cases. It's similar to the wordpress approach where I can add custom modules and customize the admin page and user page like I want.  Do you tried Perfex? What is the CRM you're using the most of the time for customers?  ..read more

The button adds child, grandchild and grand grandchild records under a parent, but when user navigates to the view he need to hit Query --> Go manually or requery the parent to see the child records added. For example - I have submit button in Form applet but I want to update list applet fields automatically when submit button hits and action saved successfully. List Applet is the parent of form applet.  The things I tried are -  Calling RefreshApplet Method under WF,  Calling RefreshApplet Method under DVMs Calling RefreshApplet Method using BC server scripts ..read more

Hi, We use Blackbaud software for donor management and financial management and Access databases for running the day to day activities of our nonprofit organization, storing the historical data, facilities management and a photo archive. The issue is we have people who are in all the databases and as you can imagine, it's difficult to keep their data in sync.  We would like to move toward one software that could  be customized for all our needs and management thinks a CRM could do this. I know little to nothing about CRM software and need help to understand the complexity and/or like ..read more

Our requirement is that the external system will send an attachment by calling the siebel inbound service and we will save that attachment in any siebel directory or in any other external directory and that attachment can be viewed or downloded from the customer account. Can anyone help in this regard and guide me ..read more

I'm looking to set up KPIs for my sales team in Dynamics 365 Sales. What are some common KPIs that sales managers typically track, and how can I create custom KPIs tailored to our business goals?" Has anyone successfully used Dynamics 365 Sales reports to monitor individual sales rep performance? How can I create reports that highlight top performers and areas for improvement ..read more

Hello. I am trying to find a replacement for a very old product called Telemagic.  Telemagic was one of the first CRM type products on the market.  My client uses it primarily to manage contacts, not sales funnel.  He is an architect and all of his work is based on the projects (jobs) he had won.  He would like to enter the job and then all of the contractors that have worked on the job.  Names, addresses, email and phone numbers.  Any help or direction would be appreciated.   ..read more

 I need some CRM (or something similar) for this scenario. I have a list of users and I need to be able to enter multiple events for them ( like it's called, a letter sent, the deal is made, etc) and to be able to set notifications for users (like call him in a month, check this deal in 6 days, etc) Free solutions would be nice ..read more

When user change the Status of Opportunity to “Closed” and save the record then all the child activities should me mark as “Done” for the respective opportunity record ..read more

The goal:  Pull class data from Dynamics CRM, auto-populate a couple fields in a survey, email that survey to the class attendees.   So we are trying to pull data from CRM (class name, instructor name, date of class), prepopulate that data into a survey (since the class attendees never answer those questions correct), and email the prepopulated survey to the class attendees.  I was looking at MS Forms and Power Automate, but I don't see any way to prepopulate the form with that data?    currently investigating Survey Monkey and Gravity Forms, but as of yet haven't ..read more

I recently started using a franchise marketing software for my business and it has been a game-changer. This software has streamlined my marketing efforts and made it easier to manage multiple locations. The reporting features are top-notch, giving me real-time data on the success of my marketing campaigns. The support team has also been incredibly helpful in getting me up and running. I highly recommend this franchise marketing software to any business owner looking to take their marketing efforts to the next level ..read more