Sep 12, 2024 | Contracts Management Solution, CRM, Dynamics 365
Contract management is super easy with our Klevr Contracts app integrated with Dynamics 365, but what happens when you also add Microsoft Copilot to the mix? In a recent webinar, we explored how Microsoft Copilot could further enhance productivity and help...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
Which is better, Dynamics 365 Customer Insights vs Marketo? There is a wide range of CRM and marketing automation platforms and tools available to choose from. Choosing the right solution can seem overwhelming. All solutions have their pros and cons, so let us look at...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
Comparing apples and oranges: Dynamics 365 Customer Insights vs Mailchimp Mailchimp is well-known for its email marketing capabilities, it is a great choice for smaller businesses looking for a simple email marketing solution. The reality is, the comparison between...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
How does Dynamics 365 Customer Insights compare to HubSpot? HubSpot is a popular choice for many businesses, especially small to mid-sized companies. If we compare Hubspot to Dynamics 365 Customer Insights, there are several areas of difference, where Dynamics 365...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
With the retirement of the Dynamics 365 Customer Insights outbound marketing module on the horizon, it’s time to start preparing your organisation for the transition to real-time journeys. In this post, we’ll focus on the key steps you need to take, to ensure a...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
This month Microsoft announced that the Dynamics 365 Customer Insights outbound marketing module will be retired on 30 June 2025. This change signals a significant shift in how businesses will approach customer engagement and marketing automation. It is...
