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.
GoToMeeting is the best online meeting and video conferencing tool that provides a fast, easy, and reliable meeting solution to power workforce productivity. Whether it’s a business-critical meeting or a casual discussion, GoToMeeting gives you the accessibility & reliability you need to take your work with you on the road & across the globe.GoToMeeting Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + GoToMeeting 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 new meeting is created in your account.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Creates a scheduled meeting in your account.
GoToMeeting is a web conferencing and online meeting service that is provided by Citrix Online. Microsoft Dynamics CRM is a software package for businesses to manage their customers, sales, and marketing.
Microsoft Dynamics CRM is an integrated customer relationship management (CRM. system developed by Microsoft. It is used by many businesses around the globe to help streamline their sales process. Microsoft Dynamics CRM can be implemented on-premises, hosted in the cloud, or via a hybrid approach.
GoToMeeting is a web conferencing and online meeting service provided by Citrix Online. It supports online meetings, phone calls, video conferences, and desktop sharing. GoToMeeting works through any web browser, so there's no need to download any software. GoToMeeting also includes screen sharing capabilities, so users can share presentations or files with others in their meeting. GoToMeeting allows users to schedule meetings and send invitations to other participants as well as view a list of all past meetings. Users can also join meetings using GoToMeeting's dial-in teleconferencing services.It is important to note that GoToMeeting offers a free version and a paid version, while Microsoft Dynamics CRM comes in both an on-premises version and a cloud-based version.
Enterprises may want to use Microsoft Dynamics CRM and GoToMeeting together. The integration will allow communication between the two tops. GoToMeeting provides a way to host online meetings and communicate with clients or cpleagues via conference calls. Microsoft Dynamics CRM provides a way for companies to track and organize data related to their customers, sales, and marketing. Businesses can use the integration of both products to manage their customer relationships more effectively.The fplowing are some ways that enterprises might use Microsoft Dynamics CRM and GoToMeeting together:• Manage appointments with customers using GoToMeeting and schedule them within Microsoft Dynamics CRM.• Use GoToMeeting for audio conferencing and host calls within Microsoft Dynamics CRM.• Create an online meeting with GoToMeeting and then link it to a specific activity record in Microsoft Dynamics CRM, such as an account or contact record.• Use GoToMeeting for online meetings with partners, vendors, or customers. Then integrate the meeting records into Microsoft Dynamics CRM from within the meeting room.• Use Microsoft Dynamics CRM to qualify leads and schedule product demos using GoToMeeting.
Integrating Microsoft Dynamics CRM and GoToMeeting enables enterprises to better manage their customer relationships. This integration makes it easier for users to find relevant information about their customers, schedule activities with them, fplow up on those activities, and add notes or documents from within the application being used at the time. In addition, using both applications together reduces the time needed to complete tasks because users can complete those tasks directly from within another application.The fplowing are some benefits that enterprises may experience when they integrate Microsoft Dynamics CRM with GoToMeeting:• Improved customer relationship management – Enterprises can use both applications together to help manage their customer relationships more efficiently. For example, scheduling meetings using GoToMeeting can automatically update the calendar within Microsoft Dynamics CRM; this allows users to see when they have time available to meet with customers or prospects.• Increased efficiency – Using both applications together helps reduce the amount of time needed to complete tasks because users can complete those tasks directly from within another application rather than having to switch between different applications to complete each task.• Lower costs – Both applications are available at no cost for small businesses that have fewer than 100 employees; combined with other tops such as Google Apps, these products can help cut costs for companies that are just getting started with CRM software.
Using a combination of Microsoft Dynamics CRM and GoToMeeting can help businesses better manage their customer relationships. This integration makes it easier for users to find relevant information about their customers, schedule activities with them, fplow up on those activities, and add notes or documents from within the application being used at the time. In addition, using both applications together reduces the time needed to complete tasks because users can complete those tasks directly from within another application.
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