Marketing 360: #1 CRM Software for Small to Medium Businesses

Nothing is more important in the world of customer relationship management than marketing your business. Marketing 360 CRM is the perfect software for SMB’s (Small to Medium Businesses). This CRM is able to manage all of your leads and customers, assign tasks, track deals, track the sales pipeline, assign contacts to employees, and more. You can use Marketing 360 CRM on your desktop, tablet, or smartphone for easy and reliable access.


Rated as the #1 CRM Software for SMB’s, Marketing 360 has an incredible reputation for all-in-one software solutions that has nearly no competition. With it, you can follow business leads, communicate with customers, create long-term relationships, and manage your brand.


Intended Users

As stated in the software title itself, Marketing 360 CRM for SMB’s is intended for Small to Medium Businesses. This web-based marketing platform is suited well for entrepreneurs and those seeking to analyze their business data, run social media advertising campaigns, and increase the performance of their business and boost their sales.



This software has an incredible amount of features, including the following:

  • Marketing Automation
  • Social Marketing
  • Analytics
  • Campaign Management
  • Call Center Management
  • Document Management
  • Lead Management
  • Lead Scoring
  • List Management
  • Contact Management
  • Customer Support
  • Landing Pages / Web Forms
  • UXi Feature
  • Listing Ads
  • Social Targeting Ads
  • Project Management
  • Website Visitor Tracking
  • Search Marketing
  • Web Analytics
  • Quotes / Proposals

Marketing 360’s UXi websites feature helps to create web pages that are brand-consistent, easy to navigate, and highlight your call to action phrases and buttons. The system also provides website templates that are customizable and edited with the help of a simple drag-and-drop function.

overview-uxi rm17001

The Natural Listing Ads feature is intended to improve your website’s search results by tracking the keyword volume and ranks. Analyzing a competitor’s SEO performance with the same keywords and phrases results in real-time reports that provide organic conversion rates.

The software’s Social Targeting Ads feature helps to target potential clients on the basis of gender, age, location, interests, and more.

Marketing 360 CRM is scalable and easy to use, which makes it a great choice for growing with your Small to Medium Business.


Deployment Options

Marketing 360 CRM can be run on a variety of platforms:

  • SaaS (Subscription as a Service)
  • Web
  • Cloud
  • Mobile



This CRM also has great mobile access as well.

Android and iOS are both supported.



Unfortunately, one of the cons of this CRM software is that the pricing is not easily accessible. You have to contact the software company directly or go their website for a quote. Being the best in the business means you get to name your price and have customers call you.

While the hidden price is somewhat of a con for those comparing prices, the customers who have used this software have nothing but positive things to say about its functionality as well as the customer service they have received.

In addition to the SaaS option, there is a Free Version of the Marketing 360 CRM for SMB’s.



Upon purchasing this CRM software, the training offered to users is very flexible and supportive. You receive documentation, live online help, in person help, and webinars to help you make the most of this CRM.


Free Trial

You can sign up for a 45 Day Free Trial of Marketing 360 CRM Software for Small to Medium Businesses here:

Overall, Marketing 360 CRM has received countless five star ratings for ease of use, customer service, features offered, functionality, support, quality, and overall use of this software. Try it for yourself at:



Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

Dynamics Cloud CRM Software by Microsoft

5 Questions to Ask When Choosing a CRM for Your Startup

Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

There is always that dilemma of starting a new small business but not having enough startup money to afford all of the bells and whistles. If your business is successful, you will eventually be able to purchase a subscription CRM Software that you need for your thriving business.

Realistically, when trying to get your feet off the ground, if you don’t always have the money right away, you’re going to have to find an alternative. This is where Zoho CRM comes in.


What is Zoho CRM?

Zoho CRM has been rated as one of the best Zoho CRM Softwares out there — the free version is a great choice for those among you who are seeking a cost-effective customer relationship management software that features the core, simple functions that your business needs.

As to what Zoho is, it is a customer management system that includes workflow automation, social collaboration, opportunity-to-sales tools, analytics, data, contact management, lead gathering and more.

It is recommended to try this software is you are new to the small business world and do not have the startup money to invest yet. If you have never used CRM software before, it is an especially good idea to test drive this kind of software to see if it is right for your business and a good investment for your future.

What Type of Business Zoho is Used For

It is recommended that this free Zoho CRM be used only for Small Businesses, as the features are simple (hence, why it is free). If you have a Medium to Large Enterprise, you will certainly need to invest in a subscription CRM Software service.


This free Zoho CRM is best suited for small businesses with typically, no more than 10 employees. This is a simple CRM solution software that is budget friendly — but that means giving up most of the pumped up features of subscription CRM services.

See some of our reviews below of great subscription CRM Software solutions:

Dynamics Cloud CRM Software by Microsoft

Dynamics 365 by Microsoft

In conclusion, while this free software has more features than most other free options, it is not recommended for growing your business quickly. The capabilities are limited but still helpful for a small business to grow relationships with customers, start their business, and forecast the promise of their business.

Zoho CRM Features

The free version of Zoho CRM has limitations that subscription CRM solutions do not, but it is still quite impressive in comparison to other free CRM softwares. In fact, Zoho is packed with the necessary services that a small business needs.

Features of Zoho include the following:


The automation features of Zoho allows you to manage your workflow, sales opportunities, and contacts. You can automate tasks so that you can spend time selling your product(s) rather than doing repetitive and time-consuming tasks. Call logs are automated and calendars are automated, as well, which helps to save you time and become more productive as you get your small business off the ground.


Multi-User Capabilities

The multi-user interface of the free Zoho CRM means you can onboard up to 10 users for free. This is an impressive aspect of this software, since most free CRM software solutions make you pay after only a few users.

Social CRM

The integration of social media is easier than ever with Zoho. This CRM integrates with both Facebook and Twitter in order to automatically link contacts to your social media account. Social media integration allows you to save time while seeing updates with contacts, accessing the latest interactions that customers or potential customers have had with your social media account, and accomplish this all from your Zoho dashboard.


360 View

Zoho features what it calls “360 View,” which is also in its paid version. In this free Zoho, the CRM stores and displays information that you will need to make business decisions. For example, you can view your contacts, your sales cycles, sales pipelines, and more in order to increase your sales, identify trends, find new opportunities for sales, and take better care of your customers.


Mobile CRM

Mobility is everything when it comes to CRM Software. As one of the most important aspects of CRM technology, being able to access your information anywhere is of utmost importance to a small business owner.

Zoho features this mobility through the Zoho CRM Mobile App, which is available for both Android and iOS smartphones and tablets. You can even access in offline mode. You can view your customer data, contacts, leads, events, messages, calls, tasks, and more.

This is crucial to a small business owner that is busy and always on-the-go.

sheets_integration_blog_banner mobile-office

Third Party Integration

Another great aspect of the free Zoho CRM is that it can connect to a large range of third party services and applications in order to integrate your customer relationship management data with the rest of your operations.

For example, you can use Google applications such as Gmail, Google Calendar, and Google Tasks. Zoho will work seamlessly with these third party applications and even allow you to save your Gmail messages right into the CRM software, so you can keep your emails from your customers, potential customers, and contacts in one place rather than a separate account.

Zoho can allow you to export tasks and export events into their respective apps, as well, so it can work both ways.



Analytics is, of course, key to every business. With the free Zoho CRM software, you can track your business sales, measure your employee’s performance, see your business performance, and utilize a range of reporting capabilities.


Collaboration Tools

Collaboration tools are effective in businesses — especially social media. Along with the third party integration and Social CRM tools, you can use Zoho as a social media account for staff and collaboration in-house.

This tool includes an in-house news feed where you and employees can post updates, share files, and message others directly for a safe and effectively in-house communication and collaboration system.


The security of the free Zoho software includes controlling who can access the software, which users can do what, set individual user permissions, and create profiles for users. You can even assign control access, roles, and restrictions.


Zoho is better than most of the free CRM software available. With the range of options at your disposal as seen above, Zoho definitely ranks top on the list of available features and functions in a free CRM service.

You can also take advantage of Zoho’s customer service in this free edition. From blogs, webinars, tutorials, a searchable knowledge base, eBooks, user guides, social media support, and a help desk system, you can help yourself use Zoho to the fullest.

The business solutions offered in Zoho CRM means that as a user, you also have access to other productivity tools in the Zoho suite.

This includes:

  • Project Management app projects
  • Email Marketing campaigns
  • Collaboration tool meeting
  • Accounting software books

…and more.

Also, if you decide to upgrade your Zoho CRM in the future, you can easily integrate your data into a subscription Zoho package at any time, as well as integrate with any other Zoho product. This automatic syncing of your CRM data between products/solutions means less time spent manually transferring information and more time managing your business from a single platform.


As a free CRM software, Zoho will have its obvious limitations. While it is a good CRM software for small businesses, it is by no means perfect in terms of its functionality. Some may be deal breakers, but as a free service, you have to pick your battles.

Lack of Customization

You can do a lot with the integration tools in the free Zoho CRM, but you cannot do a lot of customization options with the software itself. If you need to tailor the software to the unique needs of your business (custom reports, additional modules, or unique functions) you will need to purchase the most expensive of Zoho plans, which costs about $35 per user / per month. In terms of CRM Software, this is actually a great deal per month, as Large Enterprises often pay over $200 per user / per month. So, consider that as your business grows.

Customer Service

As mentioned above, you can take advantage of a number of customer service options; unfortunately, most of them are self-learning tools, guides, and so on, rather than support with Zoho professionals. For example, this free Zoho CRM does not come with phone support. You can use the Twitter help desk, but that may not cut it if you have a real problem you can’t solve by trial and error or Google searches.


The Zoho help desk system included in the free service as been said to be extremely slow or even unresponsive at times. This is especially true after you submit multiple messages, so don’t plan on taking advantage of this tool as a sole source of support. Getting help from a representative may be more difficult than you initially thought.

Clunky Interface

Finally, the Zoho interface is functional for a small business, but again, as the free version, it is not as user friendly as the paid versions. It has been said to be “clunky” and somewhat less intuitive to use as other software.

The problem is it takes too many steps to perform a simple task, such as navigating through sections. However, despite the somewhat clunky interface, it is pretty easy to use. There is even an easy to read navigation bar at the bottom of the dashboard that features a tab for different functions such as: Accounts, Leads, Contacts, etc… You can also add new items in a single click and use the search bar to find content quickly.


Overall, the free version of Zoho CRM is pretty impressive compared to other options. For being a free service, it has a lot of features and allows you to have more users than expected. The features are impressive to. From collaboration tools, third party integration, social media tools, automation, analytics, mobility, and more, Zoho’s free CRM software is simple and appropriate for a new small business trying out CRM technology for the first time while getting on your feet.



Dynamics Cloud CRM Software by Microsoft

Einstein: Salesforce’s A.I. Powered CRM

Dynamics 365 by Microsoft

Dynamics Cloud CRM Software by Microsoft

Microsoft’s new Dynamics Cloud CRM Software is making waves in the customer relationship management sector.

If you own your own business, big or small, you know how important it is to keep track of consumer trends, sales, transactions, marketing, social media, and customer support in order to keep your business going smoothly.


What Dynamics Cloud CRM Is and What It Can Do For You

Microsoft Dynamics CRM is a Cloud-based hosting solution that can become a priceless tool for employers and sales teams alike. With over 4 million users and 40,000 companies around the world utilizing Dynamics Cloud CRM, the intuitive design, simple layout, and the anywhere/anytime accessibility makes this Microsoft product an intriguing option over other CRM software solutions on the market.

With it, you can access your Cloud data anytime in any place — you are not stuck with on-premise software — with the power of SaaSplaza behind this Cloud-based solution, the flexibility and security of your business can reach optimal levels.



By helping your company with customer engagement, you can deliver better customer experiences with your company, create long-term relationships, and provide the services or merchandise that is in demand or trending.

Using this CRM software for your business, you can collect and analyze new data from your customer interactions, check your sales, analyze trends, and take action on this information in order to increase your profit margins. If you know what the customers want, you can have the desired merchandise or services at the ready before the full impact of the trend or demand hits. This is a huge advantage to have in the world of business and supply and demand.

Cloud Hosting for Microsoft Dynamics Cloud CRM

Cloud Hosting for Microsoft Dynamics Cloud CRM

SaaSplaza: The Power Behind the Cloud

SaaSplaza is the power behind Dynamics Cloud CRM. There are many Cloud services on the market, but SaaSplaza is the global standard for value and cloud-based solutions for Small-Medium Businesses and Large Enterprises alike. Regardless of the size of your business, the Cloud hosting provided by SaaSplaza decreases consumer costs, offers superior flexibility in the operation of this CRM software, and extends the lifespan of your Enterprise Resource Planning (ERP) software far beyond an on-premise software installation ever could.

SaaSplaza’s hosted CRM solution provides the user with the following advantages:

  • Customizability: Each solution is customized by the user in order to meet your operational and business needs.
  • Extensive Independent Software Vendor (ISV) solutions: You can make your CRM platform fit within the margins of your business with dozens of vertical additions.
  • Whitelabeling services.
  • Management: Manage users, empower customers, access Cloud with ease, and
  • Support: Engineering Professionals are available to help you plan and deploy your solution and to support you along the way.



One of the great aspects of this Dynamics Cloud CRM Software is its full integration from day one. Since Dynamics CRM works closely with Microsoft Office and Outlook, as well as other Microsoft products, you can enjoy the products that your customers are already using, immediately.


In addition to Microsoft Office and other softwares, Dynamics Cloud CRM also offers more vertical solutions through their Independent Software Vendor network.


Price and Features

The pricing for Microsoft’s Dynamic Cloud CRM Software is very open and up-front, which is a breath of fresh air for CRM software seekers.

The following are the current details and pricing for each CRM package.


Professional Sales Package

For existing Office 365 Plan E3 or higher customers: $50 to $65 / per user, per month.

$50 / per user, per month for existing Office 365 Plan E3 or higher customers.

$65 / per user, per month for new customers.

This professional sales package is great for social CRM use as well as traditional sales. Coined the Microsoft Dynamics CRM Online Professional package, you can get ahead in your small to medium business for a relatively low price.

This sales professional package includes:

  • Unified Service Desk
  • Sales Campaigns
  • Social Media Analytics
  • Sales Automation
  • Social Listening Services
  • Workflows and Approvals
  • Reports and Personal Dashes
  • Integration via Web Services
  • Customer Service Automation
  • Full Mobile Offline Access
  • Access to Customizations and Extensions
  • Mobile Access


Sales Productivity Package

With the best value per user, per month, the Sales Productivity Package starts at only $85 / per user, per month.

This combination of the Dynamics CRM Online Professional Add On to Office 365 and Office 365 E5 makes this sales-driven software more efficient than ever. This package can increase productivity through its highly collaborative and connective team features.

This package includes:

  • Microsoft Dynamics CRM Online Professional
  • Office Suite 2016
  • Online Conferencing
  • Cloud-Based Call Management
  • Instant Messaging and Skype Connectivity
  • PSTN Conferencing in Certain Geographic Locations
  • Analytic Tools
  • Mobility
  • Advanced Email and Calendar Services


Marketing Package

Geared towards marketing professionals, the Microsoft Dynamics Marketing package includes:

  • Marketing Intelligence
  • Marketing Resource Management
  • Multi-Channel Campaigns
  • Lead Management and Scoring
  • Social Marketing
  • Marketing and Sales Collaboration

At a price of $125 / per user, per month, this integrated marketing solution can give your small to medium business the power to analyze, market via social media, and manage your brand.


CRM Online Enterprise Package

This high-end marketing package features full CRM solution services and is a serious option for the marketing departments of large enterprises.

The Enterprise Package includes:

  • Microsoft Dynamics CRM Online Professional
  • Parature Enterprise
  • Sales by Microsoft Dynamics
  • Microsoft Dynamics Marketing Enterprise
  • Microsoft Social Engagement Enterprise

At a price of $200 / per user, per month, this Enterprise-sized solution is a deal considering the excellent integration, social media services, and marketing solutions you get with this package.


SMS Marketing Package

The newest offer by Microsoft Dynamics CRM is called SMS Marketing. This Add-on to the Microsoft Dynamics CRM Online Enterprise or Microsoft Dynamics Marketing Enterprise packages is geared specifically towards mobile, SMS marketing departments of large enterprises.

This SMS Marketing package includes:

  • SMS Credit Packs of $200 per 10,000 credits/month
  • $2,000 per short code/month for sending SMS to United States
  • $4,000 per short code/month for sending SMS to Canada

Note that users of this package are required to have a dedicated short code if sending SMS messages to US or Canada. Microsoft provides shared short codes for sending messages to the U.K. and Singapore at no additional costs other than the SMS Credit Packs fee.


Analysis and Conclusion

There are a ton of plans available with the Microsoft Dynamics CRM Cloud Software, and with Cloud-accessibility through SaaSplaza, you can not only use this CRM anywhere on a mobile device or laptop, but you can also access your data offline.

This software is geared towards assisting small, medium, and large businesses with sales tracking, customer relations, marketing, data analysis and trends, as well as social media and customer outreach solutions.

With a tight integration with Microsoft Office 365, this is a huge CRM advantage and is similar to the giant, Salesforce Cloud, in its integration with Microsoft Office. While not as customizable as Salesforce Cloud, your organization can still benefit nicely from this CRM, especially if your business or company is heavily invested already in Microsoft software such as Office 365, SharePoint, etc…

One con of this CRM software is that there does seem to be a learning curve and there are no free trials in order to try this software out first to see if it is right for your business.  In addition, while the price is on par for the services received, the pricing can get very complicated depending on what type of package or plan your business needs (hence the price listings above). Some packages are geared towards sales professionals and customer support, some towards marketing departments, and some for social media use without all of the marketing solutions attached.

Overall, if you want a trusted brand such as Microsoft at the helm of your business, and you can afford the package that your establishment needs, then this CRM may be just the software you need. This is especially true for businesses who prefer highly integrated Microsoft products, of which, this Dynamics Cloud CRM by Microsoft would be ideal.




Dynamics 365 by Microsoft

Centrex Software’s New CRM Software Perfect for Call Center Software Solutions

Dynamics 365 by Microsoft

Dynamics 365 was announced recently as the next great generation of Microsoft’s Azure-hosted business services. From an ERP and CRM software perspective, Dynamics 365 is mostly a change to branding and bundling. While the ERP and CRM software hasn’t changed much, the message is clear that what were once separate applications are now morphing and being offered to businesses and companies in a more flexible consumption model (as a single package).


Everything you need in one package

This new Microsoft business application bundling includes some new product names of what were previously called Dynamics AX, Dynamics CRM and Project Madeira arranged into two editions.


The Business Edition is intended for small and midsize businesses (SMBs) with less than 250 employees. The Business Edition Financials are born from Project Madeira, code name for the new multi-tenant, cloud ERP application built from Dynamics NAV. The Sales and Marketing applications come from Dynamics CRM, however, are limited with reduced feature sets in order to support a lower price point.


The Dynamics 365 Enterprise Edition steps up beyond the 250 employee threshold. In this suite, Dynamics AX has been renamed Operations and Dynamics CRM has been componentized into Sales, Marketing and three Service suites. Dynamics 365 Enterprise supports cloud or on-premise delivery.

The Dynamics 365 Enterprise Edition also includes two new platform tools. PowerApps is a mobile-first service used to create device agnostic business apps using a visual designer. It includes many cloud services which facilitate quick connections among cloud apps. The demo suggests it can be used by Business Analysts, power users or what Microsoft likes to call citizen developers. However, my trial of this new product clearly demonstrated that once you get past the initial forms, deeper technical knowledge is required.

Microsoft Flow is a new workflow management tool that facilitates process automation using a visual design tool and a library of connected services that orchestrate data movement across Microsoft and non-Microsoft applications. It looks good for creating alerts and moving simple data, however, still doesn’t solve Microsoft’s ERP and CRM void of routing and approval processing.


Microsoft’s new AppSource is also part of the Dynamics 365 evolution. Despite a long history in supporting ISV (Independent Software Vendor) solutions, Microsoft has failed to keep pace in the online ecosystems that Salesforce pioneered with AppExchange. AppSource intends to change that. In fact, Microsoft hired key AppExchange talent from Salesforce in order to build a Dynamics 365 ERP and CRM rich ecosystem of third party industry, micro-vertical and niche solutions.

Dynamics GP and SL will remain standalone products and separate from Dynamics 365.

The overarching goal is to deliver a broader platform with more unified enterprise-wide cloud business applications. IMHO, this is long overdue. Dynamics AX and Dynamics CRM are both accelerating their market momentum, but with different customers in different markets. AX has been dragged down by an under-whelming internal CRM system. Microsoft’s new bundling will better facilitate AX customers acquiring the Microsoft CRM flagship product – Dynamics CRM. Similarly, Dynamics CRM continues to look for differentiation against arch rival Salesforce. Offering a vendor managed front to back office integration will help that cause.

Microsoft has long used an AX to CRM connector (the Dynamics Connector) but it has been notoriously unreliable. This new approach will put more stress on the Dynamics Connector and should be carefully vetted by customers seeking an enterprise-wide solution based on Microsoft’s flagship ERP and CRM products.


Competitive Positioning

Business applications have followed a consistent evolutional pattern over the prior 50 years. From mainframes, to client/server systems to cloud services, business applications have evolved from point applications (i.e. SFA) to application suites (i.e. CRM) to enterprise-wide suites (i.e. ERP). Microsoft is now getting in front of this inevitable curve and driving the transition from applications suites (ERP or CRM) to fully integrated, front-to-back office solutions (ERP with CRM).

Within the CRM market, this drive will have a chilling effect on primary competitor Salesforce who is without an ERP offering. Within the ERP market, this drive will deliver new competitive advantages against SAP and Oracle, who offer impressive ERP solutions but appear incapable of offering equally impressive CRM solutions.

Customers will reward those business software publishers that help them collapse technology siloes, lessen fragmented business processes and reduce system integration.


Dynamics 365 Pricing

I don’t normally blog about pricing, but in this case I believe Microsoft’s new consumption based procurement flexibility will benefit customers, and ultimately require competitors to respond.

Microsoft ERP and CRM applications can now be procured by work stream, or what the company sometimes calls function specific business process services. For example, the revenue cycle stems from lead to cash and thereby crosses both CRM and ERP functional processes. Customers can now procure a more limited set of application components to support just those business processes needed instead of having to procure full CRM and ERP suites.

Dynamics 365 Business Financials will run about $40 per user per month, or about $50 when bundled with the sales and marketing apps. Dynamics 365 Enterprise will start at about $115 without Operations (ERP) or about $210 with Operations. Prices may increase for add-ons such as PowerApps.


Alternative pricing plans are available for Apps, Plans and Team Members. An App is an individual work stream or standalone software component. A Plan is a collection of Apps. Team Members are light users permitted read access or minimal edit capabilities of all procured Apps. Business Edition Team Members cost $5 per user per month while Enterprise Edition Team Members are $10 per user per month. While I like the new pricing flexibility, Microsoft should be cautious that the new Dynamics pricing lies on a tipping point between creative flexibility and unnecessary confusion.


The Point is This

At this point Dynamics 365 is little more than a change in branding, bundling and roadmap. Microsoft is making a conscience decision to do away with the ERP and CRM monikers in favor of business process labeling. While the messaging is understandable, the industry at large has tried multiple times over to do away with the three letter acronyms. Yet decades later we still identify these business applications as ERP, CRM, SCM, HCM, MRP, MEP and so on. Maybe this time will be different. But I doubt it.




Datix Announcing “Unity”

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What is Salesforce’s A.I. Powered “Einstein” Product?

Einstein: Salesforce’s A.I. Powered CRM


If your business is looking for the world’s smartest Customer Relationship Management software, then keep an eye on Salesforce’s new Artificial Intelligence (A.I.) powered CRM aptly named, “Einstein.”


What is Einstein?

Einstein, a deep learning CRM platform by the powerhouse Salesforce, is a new breakthrough in the way customer relationship management software works for businesses around the globe. This software is intended to learn as it goes and provide predictive analytics that will help its users get the most out of their CRM platform.

Using Artificial Intelligence, (A.I.), Salesforce created a delivery model that is both on-demand and and cloud-based for extreme accessibility. This SaaS offers a multitude of Salesforce features that the company has seemingly packed into this new product.

The goal of Einstein is to begin rolling out and realizing the opportunities that artificial intelligence has on customer relationship management. By getting A.I. capabilities to as many of one’s business clients and customers as possible (through marketing, customer service, community, analytics, etc…) Einstein can deliver a host of different services in many different forms.

The result of this is a smarter and more efficient CRM software for your business or company.



Einstein A.I. will feature a number of services for large businesses, including customer services, trend analysis, data analysis, consumer pattern tracking, marketing, sales, commerce, community and social media, IoT packages, and customer relation tools that use a cloud-based platform and Einstein’s “deep learning” software to become smarter in its analysis that it provides to you, the CRM user.

For example, the marketing features we will discuss below include tools that can analyze social media images and gauge the desirability of products from the customers who use the products and are talking about it on social media. Target marketing through proactive consumer trends is a huge benefit.

Features include:

  • Activity Data from Sales Representatives
  • Analyzing Tools
  • Predictive Analytics
  • Behavioral Activity of Prospective Customers
  • Predictive Lead Scoring
  • Customer Services
  • Marketing Tools
  • Social Media Intelligent Scanning and Data Analysis
  • Natural Language Processing

…and a lot more.

This cloud-based CRM uses its artificial intelligence to analyze all of the data it receives related to leads and customer behavior, to predict behavior, needs, and activity of its customers.

Another feature is a tool that can analyze the CRM data and combined with real customer interaction (such as emails), and show the prospects of a purchase (buying signals) much earlier in the process. This tool will also recommend the next steps to take in order to increase the sales representative’s ability to sell a product, close a deal, or sell a service.


Deep Learning

The effectiveness of “deep learning” software in Einstein’s A.I. services can be profound in the way future cloud-based and on-premise CRM software evolves.

The effectiveness of this deep learning will vary depending on the type and amount of quantitative data that is inputted and offered to the CRM software. Users will be able to decide whether they want to let Einstein use anonymized data to develop analysis tools. Those who do opt to allow Einstein more data and actually use the tools for some time, will receive the best results of this deep learning software, as the more data is input, the smarter the A.I. tools get.

One con is that it remains to be seen how useful the results of a long-term investment in Einstein’s deep learning software will be as it has yet to be extensively tested by real businesses.


Einstein Packages

Salesforce will offer the following packages with Einstein:

  • Marketing
  • Sales
  • Commerce
  • Service
  • Community
  • Analytics
  • IoT

These packages will all include the new Einstein A.I. tools and features and depending on which package you purchase, these deep learning tools will be free or charged as add-ons.





Dynamics Cloud CRM Software by Microsoft

Centrex Software’s New CRM Software Perfect for Call Center Software Solutions

Dynamics 365 by Microsoft


Thinkfast CRM Partners with Gravity Software

New Partnership Allows Thinkfast CRM to Implement Gravity’s Robust Accounting Solution

Gravity Software (Gravity) is the Number 1 accounting software written on the Microsoft CRM platform. They have recently announced its partnership with ThinkfastCRM to provide consulting and implementation services to the company’s clients.

Thinkfast CRM, a Microsoft partner, has over 20 years of experience in the IT industry. They offer best in class products, including the full Microsoft solution stack, for Small to Medium Sized Businesses (SMBs) in the Pacific Northwest. They were looking to expand their product offerings and include an SMB accounting package. After considering other options, they ultimately chose Gravity Software to fill that gap.


Gravity Software(TM) in Conjunction with Microsoft Dynamics CRM Online Offers Special Pricing for Nonprofits (PRNewsFoto/Gravity Software)

Gravity’s robust accounting software provides small to medium sized businesses (SMBs) the distinct advantage of having their financials and CRM fully integrated on one platform. There’s no need to manage two separate databases. By utilizing the Microsoft Dynamics CRM cloud based platform, Gravity makes it simple for businesses to operate from anywhere without all the startup costs associated with other accounting applications.

“We are used to seeing QuickBooks and Dynamics GP in the SMB accounting space for many of our customers. Gravity Software is more than capable of meeting, and even exceeding the needs of those firms. Integrating CRM and Accounting systems can be time consuming and may require expensive 3rd party applications to accomplish this. The added benefit of Gravity’s accounting solution is that you no longer have to pay for, and maintain that integration because it lives inside of CRM,” said Daniel Maynes, President of Thinkfast CRM.

As businesses grow, they need a strong financial system like Gravity. Gravity’s goal is to fill the gap between lower end applications like QuickBooks and expensive enterprise applications.


Cloud Accounting Software (PRNewsFoto/Gravity Software, LLC)

More About Gravity Software, LLC

Gravity Software, LLC (Gravity) is an online cloud business management software company that provides financial business solutions exclusively written for smart businesses. Gravity’s robust solution is built on the Microsoft Dynamics CRM platform to give businesses the distinct advantage of having your Financials and CRM fully integrated on one platform. More than just accounting, Gravity provides businesses with the necessary tools and processes to help drive sales, improve customer service and increase productivity.








More About Thinkfast CRM

Happy, successful clients is what makes Thinkfast CRM successful. Thinkfast CRM’s goal is to help you increase revenue and profitability through the use of technology and solid business processes. Our offering includes tools to make your business run smoother, be more productive and gives you the ability to make better business decisions with solid data to back you up. We can assist you in increasing revenue, streamlining processes and making better use of your resources.

5 Questions to Ask When Choosing a CRM for Your Startup

Introduction to CRM

As  most startup owners know, finding a way to automate business processes can go a long way in freeing up resources to help a company grow. And with customer service being more important than ever, finding a service that can keep track of your efforts will help you to make the most of your time and money. In such cases, customer relationship management (CRM) software can help more than you know. Before we get into details, let’s clarify some concepts.

For those that don’t know what CRM softwares do, they deal with the handling of an organization’s customer and client relations. They break down information about clients’ history with an organization, providing a comprehensive look at their interest in the company, any issues they may have, and how you can best attract more in the future.




Choosing a CRM Software for Your Startup

With so many options, it can be hard to choose a CRM software for your startup. It needs to be user friendly and effective while also being affordable. The best way to make the right decision is to ask these five questions before pulling the trigger.


1. What Problems are Your CRM Software Solving?

As with any startup addition, you should characterizing the objectives you have for incorporating this bit of programming. CRM softwares are most commonly utilized for any combination of offers, client administration, and advertising needs. However, you need to establish exactly what you are trying to accomplish before deciding, and make sure your software can handle a pivot if need be.

Figure out what it is you are trying to solve by using CRM Software.

Figure out what it is you are trying to solve by using CRM Software.


2. Do You Need It On-Premises or Cloud-Based?

Keeping your budget in mind, you need to decide whether to choose software that is cloud based or on-premise? Whatever your pocket and your immediate concerns allow, weigh all the options and make an informed decision based on your needs.




3. How Compatible is it with your Current System?

Your existing information needs to be able to mesh with this new product. If you choose a service that is not compatible, you could set yourself back months trying to reconfigure everything. Once you’ve decided, make sure that there are no loop holes that could leave you vulnerable to everything from a minor slip-up to a crippling cyber attack.


4. Is it Mobile?

For most organizations today, portability is the major element. Mobile has become more popular than ever, and even if your company hasn’t gotten on board yet, they likely will in the future. Planning ahead and having a CRM software that can handle mobile issues will go a long way in prepping you for the future while setting you up for success.


5. What Features Do Yo u Want/Need?

This is probably the toughest questions when deciding on a CRM software. With so many available features and a wide range of startup needs, you really need to nail down what you want out of this software before you set it up. Once you’ve decided on your must-have highlights, you should have a clear picture of the customization you require from the framework.




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