#- CRM Customization
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boonars · 3 days ago
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Ever wondered how to truly represent the complex web of relationships in your business within Dynamics 365? Our latest article dives deep into "Connections" – a flexible and powerful feature that lets you define how records are related, not just that they are. Say goodbye to rigid data models and hello to richer insights! #Dynamics365 #DynamicsCRM #CRMStrategy #BusinessInsights #RelationshipManagement #TechTips #CRM (Consider pairing with an image related to networks or connections)
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solidfuture1 · 8 months ago
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The Power of CRM Customization for Your Business Success | Solid Future
In the competitive market of today, CRM is that glass dome through which any business proudly stands out in order to scale up. However, standard CRM solutions available in the market fail to fulfill the specific needs of your business. Therefore, customization of the CRM system has emerged as a very important concept. CRM customization of the system to a specific workflow helps to improve objectives and customer interactions can further expedite processes, customer satisfaction, and finally, revenue growth.
CRM customization specialists at Solid Future ensure configuration beyond simple ones. Our expert team collaborates closely with your business and comprehends how to help you realize your goals by tailoring the CRM platform into seamless operations. Automate recurring tasks, integrate third-party software or gain deeper insights into your customer data-to empower your team to work more efficiently and make smarter decisions.
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Why Customize CRM?
User Experience: Custom CRM gives you a solution that is intuitive, easy to use, and in line with the day-to-day operations of your team. This minimizes the learning curve and enhances productivity.
Customer Insights: Customized CRM will give you deeper insights into customer behavior, enabling you to create more personalized marketing strategies, improve sales performance, and enhance customer loyalty.
Scalability & Flexibility: As your business grows, your CRM system can grow with it. Because a CRM is highly customizable, scalable solutions expand right alongside your business for lasting success.
At Solid Future, we understand that no two businesses are the same. That’s why we offer CRM customization services that are uniquely designed to fit your specific needs. If you’re ready to unlock the full potential of your CRM system, contact Solid Future today and discover how CRM customization can propel your business forward.
Conclusion:
CRM customization is more than a tool -- it is a strategy to drive better relationships, enhancement of operations, and fueling business growth. Trust Solid Future to help you with the customization of a CRM solution that works for you!
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tecnolynxglobal · 10 months ago
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Behind the Code: Open Source CRM Development Unveiled
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Customer Relationship Management (CRM) is a technology or system that companies use to manage relationships and interactions with current and potential customers. It helps organize contacts, streamline sales processes, and track communications, serving as a centralized hub for all customer-related activities.
Open-source CRM software offers enhanced customization, flexibility, and collaboration. It provides access to the core code, enabling businesses to tailor the tool specifically to their unique needs. CRM systems give valuable insights into customer behaviors and preferences, allowing for more personalized and effective communication. The open-source development process involves a community of developers who collaborate to create, test, and refine the software.
It’s an exciting opportunity for any business looking to unlock the full potential of CRM technology. Book a consultation today to discover how our CRM solutions can be tailored to align with your business needs. Contact us now!
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lucyklay · 10 months ago
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techtoio · 1 year ago
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How to Use CRM Software to Improve Customer Relations
Introduction
In today’s competitive market, maintaining strong customer relations is crucial for business success. One of the best ways to achieve this is by using Customer Relationship Management (CRM) software. This article will guide you on how to use CRM software to enhance your customer relations and boost your business performance. Read to Continue
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ourjobagency · 2 years ago
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Salesforce customization is not merely an option, it's a necessity in today's rapidly changing business landscape.
To Know More Visit Us:
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jcmarchi · 5 months ago
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Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series
New Post has been published on https://thedigitalinsider.com/ganesh-shankar-ceo-co-founder-of-responsive-interview-series/
Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series
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Ganesh Shankar, CEO and Co-Founder of Responsive, is an experienced product manager with a background in leading product development and software implementations for Fortune 500 enterprises. During his time in product management, he observed inefficiencies in the Request for Proposal (RFP) process—formal documents organizations use to solicit bids from vendors, often requiring extensive, detailed responses. Managing RFPs traditionally involves multiple stakeholders and repetitive tasks, making the process time-consuming and complex.
Founded in 2015 as RFPIO, Responsive was created to streamline RFP management through more efficient software solutions. The company introduced an automated approach to enhance collaboration, reduce manual effort, and improve efficiency. Over time, its technology expanded to support other complex information requests, including Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and security questionnaires.
Today, as Responsive, the company provides solutions for strategic response management, helping organizations accelerate growth, mitigate risk, and optimize their proposal and information request processes.
What inspired you to start Responsive, and how did you identify the gap in the market for response management software?
My co-founders and I founded Responsive in 2015 after facing our own struggles with the RFP response process at the software company we were working for at the time. Although not central to our job functions, we dedicated considerable time assisting the sales team with requests for proposals (RFPs), often feeling underappreciated despite our vital role in securing deals. Frustrated with the lack of technology to make the RFP process more efficient, we decided to build a better solution.  Fast forward nine years, and we’ve grown to nearly 500 employees, serve over 2,000 customers—including 25 Fortune 100 companies—and support nearly 400,000 users worldwide.
How did your background in product management and your previous roles influence the creation of Responsive?
As a product manager, I was constantly pulled by the Sales team into the RFP response process, spending almost a third of my time supporting sales instead of focusing on my core product management responsibilities. My two co-founders experienced a similar issue in their technology and implementation roles. We recognized this was a widespread problem with no existing technology solution, so we leveraged our almost 50 years of combined experience to create Responsive. We saw an opportunity to fundamentally transform how organizations share information, starting with managing and responding to complex proposal requests.
Responsive has evolved significantly since its founding in 2015. How do you maintain the balance between staying true to your original vision and adapting to market changes?
First, we’re meticulous about finding and nurturing talent that embodies our passion – essentially cloning our founding spirit across the organization. As we’ve scaled, it’s become critical to hire managers and team members who can authentically represent our core cultural values and commitment.
At the same time, we remain laser-focused on customer feedback. We document every piece of input, regardless of its size, recognizing that these insights create patterns that help us navigate product development, market positioning, and any uncertainty in the industry. Our approach isn’t about acting on every suggestion, but creating a comprehensive understanding of emerging trends across a variety of sources.
We also push ourselves to think beyond our immediate industry and to stay curious about adjacent spaces. Whether in healthcare, technology, or other sectors, we continually find inspiration for innovation. This outside-in perspective allows us to continually raise the bar, inspiring ideas from unexpected places and keeping our product dynamic and forward-thinking.
What metrics or success indicators are most important to you when evaluating the platform’s impact on customers?
When evaluating Responsive’s impact, our primary metric is how we drive customer revenue. We focus on two key success indicators: top-line revenue generation and operational efficiency. On the efficiency front, we aim to significantly reduce RFP response time – for many, we reduce it by 40%. This efficiency enables our customers to pursue more opportunities, ultimately accelerating their revenue generation potential.
How does Responsive leverage AI and machine learning to provide a competitive edge in the response management software market?
We leverage AI and machine learning to streamline response management in three key ways. First, our generative AI creates comprehensive proposal drafts in minutes, saving time and effort. Second, our Ask solution provides instant access to vetted organizational knowledge, enabling faster, more accurate responses. Third, our Profile Center helps InfoSec teams quickly find and manage security content.
With over $600 billion in proposals managed through the Responsive platform and four million Q&A pairs processed, our AI delivers intelligent recommendations and deep insights into response patterns. By automating complex tasks while keeping humans in control, we help organizations grow revenue, reduce risk, and respond more efficiently.
What differentiates Responsive’s platform from other solutions in the industry, particularly in terms of AI capabilities and integrations?
Since 2015, AI has been at the core of Responsive, powering a platform trusted by over 2,000 global customers. Our solution supports a wide range of RFx use cases, enabling seamless collaboration, workflow automation, content management, and project management across teams and stakeholders.
With key AI capabilities—like smart recommendations, an AI assistant, grammar checks, language translation, and built-in prompts—teams can deliver high-quality RFPs quickly and accurately.
Responsive also offers unmatched native integrations with leading apps, including CRM, cloud storage, productivity tools, and sales enablement. Our customer value programs include APMP-certified consultants, Responsive Academy courses, and a vibrant community of 1,500+ customers sharing insights and best practices.
Can you share insights into the development process behind Responsive’s core features, such as the AI recommendation engine and automated RFP responses?
Responsive AI is built on the foundation of accurate, up-to-date content, which is critical to the effectiveness of our AI recommendation engine and automated RFP responses. AI alone cannot resolve conflicting or incomplete data, so we’ve prioritized tools like hierarchical tags and robust content management to help users organize and maintain their information. By combining generative AI with this reliable data, our platform empowers teams to generate fast, high-quality responses while preserving credibility. AI serves as an assistive tool, with human oversight ensuring accuracy and authenticity, while features like the Ask product enable seamless access to trusted knowledge for tackling complex projects.
How have advancements in cloud computing and digitization influenced the way organizations approach RFPs and strategic response management?
Advancements in cloud computing have enabled greater efficiency, collaboration, and scalability. Cloud-based platforms allow teams to centralize content, streamline workflows, and collaborate in real time, regardless of location. This ensures faster turnaround times and more accurate, consistent responses.
Digitization has also enhanced how organizations manage and access their data, making it easier to leverage AI-powered tools like recommendation engines and automated responses. With these advancements, companies can focus more on strategy and personalization, responding to RFPs with greater speed and precision while driving better outcomes.
Responsive has been instrumental in helping companies like Microsoft and GEODIS streamline their RFP processes. Can you share a specific success story that highlights the impact of your platform?
Responsive has played a key role in supporting Microsoft’s sales staff by managing and curating 20,000 pieces of proposal content through its Proposal Resource Library, powered by Responsive AI. This technology enabled Microsoft’s proposal team to contribute $10.4 billion in revenue last fiscal year. Additionally, by implementing Responsive, Microsoft saved its sellers 93,000 hours—equivalent to over $17 million—that could be redirected toward fostering stronger customer relationships.
As another example of  Responsive providing measurable impact, our customer Netsmart significantly improved their response time and efficiency by implementing Responsive’s AI capabilities. They achieved a 10X faster response time, increased proposal submissions by 67%, and saw a 540% growth in user adoption. Key features such as AI Assistant, Requirements Analysis, and Auto Respond played crucial roles in these improvements. The integration with Salesforce and the establishment of a centralized Content Library further streamlined their processes, resulting in a 93% go-forward rate for RFPs and a 43% reduction in outdated content. Overall, Netsmart’s use of Responsive’s AI-driven platform led to substantial time savings, enhanced content accuracy, and increased productivity across their proposal management operations.
JAGGAER, another Responsive customer, achieved a double-digit win-rate increase and 15X ROI by using Responsive’s AI for content moderation, response creation, and Requirements Analysis, which improved decision-making and efficiency. User adoption tripled, and the platform streamlined collaboration and content management across multiple teams.
Where do you see the response management industry heading in the next five years, and how is Responsive positioned to lead in this space?
In the next five years, I see the response management industry being transformed by AI agents, with a focus on keeping humans in the loop. While we anticipate around 80 million jobs being replaced, we’ll simultaneously see 180 million new jobs created—a net positive for our industry.
Responsive is uniquely positioned to lead this transformation. We’ve processed over $600 billion in proposals and built a database of almost 4 million Q&A pairs. Our massive dataset allows us to understand complex patterns and develop AI solutions that go beyond simple automation.
Our approach is to embrace AI’s potential, finding opportunities for positive outcomes rather than fearing disruption. Companies with robust market intelligence, comprehensive data, and proven usage will emerge as leaders, and Responsive is at the forefront of that wave. The key is not just implementing AI, but doing so strategically with rich, contextual data that enables meaningful insights and efficiency.
Thank you for the great interview, readers who wish to learn more should visit Responsive,
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ashishvarghesethomas · 9 days ago
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"Unlock future marketing with ethical hyper-personalization. Our new article dives into building customer trust, ensuring data privacy, & driving loyalty in 2025. Get ethical strategies now! Read more on our blog. #HyperPersonalization #DataPrivacy #EthicalMarketing #CustomerTrust #2025Marketing"
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algoworks · 24 days ago
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Picking the right AppExchange app? It’s not just about features, it’s about fit. Think smarter, scale faster and make every install count. 
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shantitechnology · 1 month ago
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ERP software company in Bhopal | shantitechnology
Shantitechnology (STERP) is a trusted name among ERP solution providers in India, offering customised and scalable ERP systems tailored to meet the unique needs of manufacturing businesses. As a leading ERP software company in Bhopal, we specialise in delivering comprehensive manufacturing enterprise resource planning software that optimises operations, enhances productivity, and ensures seamless resource management. We are recognised as one of the top ERP software companies in Madhya Pradesh, providing robust and industry-specific solutions. Whether you are looking for ERP for manufacturing company in Bhopal or reliable ERP software providers in Bhopal, STERP is your go-to partner for streamlined digital transformation.
Contact us today to schedule a demo and see how our ERP solutions can revolutionise your manufacturing process!
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laxmankodadala · 1 month ago
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Owl-PMS: Your Free All-in-One Sales CRM
Having a reliable CRM isn’t just a luxury — it’s a necessity. That’s where Owl-PMS comes in. More than just a typical CRM, Owl-PMS is a lifetime free sales CRM designed to help businesses of all sizes streamline their operations, manage leads, and close more deals — without spending a rupee.
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Why Choose Owl-PMS?
1. 100% Free, Forever Owl-PMS offers a truly free CRM experience. There are no hidden costs, trial periods, or feature locks. Whether you’re a startup, freelancer, or growing enterprise, Owl-PMS provides all the essential tools you need — with no subscription fees, ever.
2. All-in-One Sales Management From tracking leads to managing follow-ups, Owl-PMS puts your entire sales pipeline in one easy-to-use dashboard. Automate your workflow, assign tasks to your team, and never miss a follow-up again.
3. Powerful Task & Workflow Automation Eliminate manual work with built-in task management and workflow automation. Owl-PMS lets you create custom flows that save time and increase team efficiency.
4. Real-Time Analytics & Insights Track your team’s performance and make data-driven decisions. Owl-PMS offers insightful analytics that show you what’s working — and what needs improvement.
5. Seamless Calendar & Communication Integration Connect your calendar and email to Owl-PMS to keep everything in sync. Stay on top of meetings, client calls, and important deadlines effortlessly.
6. Centralized Collaboration Hub Coordinate across teams without switching tools. Owl-PMS centralizes customer communication, notes, and tasks so everyone stays aligned.
Who Is Owl-PMS For?
Startups looking to grow without breaking the bank
Small businesses in need of a reliable CRM with no recurring costs
Freelancers and consultants who want to manage clients and leads efficiently
Sales teams that value productivity, automation, and simplicity
Final Thoughts
If you’ve been searching for a sales CRM that’s powerful, simple, and completely free, Owl-PMS is the answer. It’s more than just a tool — it’s your partner in productivity. Get started today and experience how easy it is to manage customers, sales, and tasks with Owl-PMS — for free, for life.
No fees. No limits. Just results. Welcome to Owl-PMS.
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champstorymedia · 6 months ago
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Social CRM: Engaging Customers Across Platforms for Better Relationships
In today’s digital landscape, where consumers engage with brands across various social channels, the importance of Social Customer Relationship Management (Social CRM) cannot be overstated. By effectively utilizing Social CRM strategies, businesses can foster deeper relationships with customers, enhance engagement, and drive loyalty, all while navigating the complexities of multiple platforms.…
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grootsoftwares01 · 4 months ago
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Custom CRM Software Development Company
Businesses, including those in custom CRM software development company solutions, are leveraging PWAs to enhance user experience. Additionally, CRM software development services integrated into PWAs provide better accessibility and efficiency for managing customer relationships.
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servicestech · 10 months ago
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absoluteerp · 5 months ago
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ourjobagency · 2 years ago
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Salesforce customization is not merely an option, it's a necessity in today's rapidly changing business landscape.
To Know More Visit Us:
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