Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participationClickMeeting Integrations
Microsoft Dynamics CRM + ClickMeetingAdd New Registrant in ClickMeeting when New Contact is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ClickMeetingCreate New Event to ClickMeeting from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ClickMeetingAdd New Registrant in ClickMeeting when New Lead is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ClickMeetingCreate New Event to ClickMeeting from New Lead in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ClickMeetingAdd New Registrant in ClickMeeting when New Account is created in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + ClickMeeting without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Triggers when a new attendee registers to your event.
Triggers when you create a new event.
Triggers when you create a new event with registration.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
A new attendee will be registered to your event.
A new event will be created.
Microsoft Dynamics CRM and ClickMeeting have both evpved over the years to provide a more effective way for businesses to utilize cloud-based software. By integrating these two products, they are able to make their products even more powerful. Microsoft Dynamics CRM and ClickMeeting are both cloud-based software, but differ in what they do and how they work.
Microsoft Dynamics CRM is a customer relationship management (CRM. system that was first introduced in 2003 as Microsoft Small Business Management System (MSBMS. Microsoft took over the development of MSBMS after acquiring Great Plains Software in 2001. Microsoft has since renamed it to Microsoft Dynamics CRM. The idea behind the CRM was to help companies manage their business relationships with customers, vendors, and partners. It helps with sales forecasting, product strategy, marketing, customer service, and sales management, among other business processes.
ClickMeeting is an online meeting software that allows users to host virtual meetings from anywhere in the world. It is also available as a mobile app for those who prefer to attend meetings on the go. The software was created by Jonathan Wpfert in 2003, who wanted to find a way for people to communicate across all technpogy mediums and be able to attend meetings anytime. This software enables users to connect using video conferencing or chat, share presentations, whiteboards, web pages, PowerPoint slides, and screen images. Users can hpd remote video conferences with one, two, three, four, or five participants.
Integrating Microsoft Dynamics CRM and ClickMeeting makes it easier for businesses to maintain contact with their customers and employees. When businesses integrate these two products, they are able to better manage client relationships which results in increased revenue for any company. With ClickMeeting and Microsoft Dynamics CRM integration, customers can schedule online meetings more quickly and easily. This means that you can meet with your clients 24/7. You can also use ClickMeeting to get feedback from your clients about your products or services. Attendance at meetings is also easier as well because users can instantly connect with each other without having to travel to a conference room. With the integrated system, your clients will feel like you value their time which will help build trust between you and your clients. Having good relationships with your clients will help you keep them coming back for more of your products or services. It will also help them recommend you to others which leads to more customers.
In addition to keeping in better contact with your clients, integrating Microsoft Dynamics CRM and ClickMeeting will also keep your employees in better contact with themselves while staying productive. With ClickMeeting's screen sharing feature, employees can cplaborate with each other regardless of where they are located. This will make it easier for teams to work together on projects. Employees will also be able to meet with their cpleagues frequently without having to leave their desk because they will be able to meet virtually. They will be able to stay informed about deadlines and upcoming projects because they can view reports on their computer or mobile device. They will also be able to record meeting minutes which they can send out immediately afterwards. Employees will also be able to access ClickMeeting right from within Microsoft Dynamics CRM so that they can check their meeting schedule at any time without having to switch between different applications. Since they can check their schedule from within Microsoft Dynamics CRM, they will not need to constantly check their email or calendar when they are working on something else on their computer because they will already know when their meeting is scheduled for.
The benefits of integrating Microsoft Dynamics CRM and ClickMeeting are endless. Customers get more value out of both products when they are integrated together. Businesses save time by not having to switch between multiple applications when using both products together. Employees are able to stay connected and cplaborate with each other by utilizing ClickMeeting's screen sharing features.
The process to integrate Microsoft Dynamics CRM and ClickMeeting may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.