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Apr 2, 2016

In this episode (sponsored by Kingswaysoft):

  • We dig into the Spring Release Preview Guide
  • New project service capabilities
  • Portal options for community, customer service, partners, and employee self service
  • customer field for everybody
  • Review of recent CRM Tips of the Day
  • Server Side Synchronization

We are joined by Rhett Thompson, CEO of Kuvana, an exciting new sales acceleration tool that is very affordable and powerful. It gives you the ability to see how engaged your clients that the recipients of your one-to-one emails are, and allows you to track that information in CRM without any changes to customization.