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CRM Configuration

Service Cloud Einstein Overview, Features, Pricing by OMI

How Service Cloud Einstein Features Improve Customer Satisfaction

  • March 16
  • CRM Configuration, Customer Service, Salesforce
Customer service is a crucial factor in the success of a business's brand. Whatever your line of trade, you want to be able to efficiently
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What Salesforce Einstein AI Is And Why You Need It by OMI

What Salesforce Einstein AI Is And Why You Need It

  • March 08
  • CRM Configuration, Salesforce
AI is slowly playing a greater role in the way business is done today. If you're not considering how you can level up your productivity
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Guide to Integrating Dynamics 365 with External Systems

How to Integrate Dynamics 365 with External Systems

  • February 23
  • CRM Configuration, Microsoft Dynamics
D365 is a comprehensive solution for your CRM needs. However, you will most likely want to tweak and mold it to suit your particular business
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Dynamics 365 & Jira Integration Guide

Microsoft Dynamics 365 & Jira Integration Guide

  • February 16
  • CRM Configuration, Microsoft Dynamics
Read also: Top Microsoft D365 Integrations.   As far as brands go, Microsoft Dynamics 365 and Jira are as top-of-mind as they come in their
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Salesforce Leads: Why It Comes Before Accounts, Contacts, and Opportunities

  • February 15
  • CRM Configuration, Sales, Salesforce
When it comes to an efficient marketing strategy, leads are what should come first to your mind. Assigning your leads, accounts, contacts, and opportunities properly
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Omi Salesforce Integration Company

Different Types of Salesforce Integration Solutions and Their Benefits 

  • February 13
  • CRM Configuration, Salesforce
One of the reasons why Salesforce has become the most popular CRM software is its innate capability to apply numerous useful integrations that streamline business
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Dynamics CRM Case Management Overview

Dynamics CRM Case Management: Definition, Workflow, Pros & Cons

  • February 11
  • CRM Configuration, Microsoft Dynamics
Microsoft Dynamics brings a raft of benefits to any business that seeks to enhance operations, improve efficiency, and make better use of its data. There
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Dynamics 365 and DocuSign Integration Benefits

Why Your Business Needs DocuSign for Dynamics 365

  • February 10
  • CRM Configuration, Microsoft Dynamics
Read also: Top Microsoft D365 Integrations.   The last few years have seen a fundamental shift in the way people work and do business. First,
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Best Dynamics 365 Reporting Tools

Microsoft Dynamics 365 Reporting Tools Overview

  • February 06
  • CRM Configuration, Data Analysis, Microsoft Dynamics
The Microsoft Dynamics 365 platform already provides out-of-the-box reporting capabilities that would satisfy most business needs. However, some companies may have specific requirements and would
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The Complete Salesforce Implementation Guide by OMI

The Complete Salesforce Implementation Guide

  • January 25
  • Administration, CRM Configuration, Salesforce
Moving a business onto a CRM is no easy task. It is a time-consuming, resource-intensive process with a million considerations to make before you can
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Recent Posts

  • How Service Cloud Einstein Features Improve Customer Satisfaction
  • What Salesforce Einstein AI Is And Why You Need It
  • What Kind of Data Should be Integrated with Your CRM?
  • Microsoft Dynamics 365 for Marketing Automation: The Game Changer for Modern Businesses
  • How to Integrate Dynamics 365 with External Systems

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OMI (Outsource Management Inc.)
Tel: 877-377-7274

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190 Bluegrass Valley Parkway,
Alpharetta, GA 30005