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One of the most effective ways to impress your Contacts is to remember their birthdays. A simple wish from you on their birthdays is proven to show your attention to them, leading to personal openness to you and subsequent success of sales. The problem is how you manage to remember each and every client's birthday?
CRM Birthday Reminder add-on helps Sales and Marketing team keep track of birthdays of CRM Contact by displaying the Upcoming Birthdays on the Dashboard. It displays the Contact Name, Day - Month and Age.
And if that’s not enough, then the next release of Report Scheduler add-on will have enhanced functionality to send automatic Birthday Wishes to your customers on their Birthday!
CRM Dynamics is great platform to build CRM solutions for small business to enterprise organization. However to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity. Check out the various add-ons that you can purchase from our online store: