What Is CRM Automation and How Does It Help Businesses?
Learn how automating repetitive work can save time, improve consistency and help teams manage customer processes more efficiently.
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DinamikCRM Academy
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CRM Fundamentals
Core concepts of CRM and customer relationship management.
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Leads, opportunities, proposals and sales processes.
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Customer service, support and call center processes.
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Tasks, activities and business planning processes.
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DinamikCRM integrations and connected systems.
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Training videos to help you learn how to use DinamikCRM.
Academy Resources
How Can Receivables and Collection Management Be Digitalized?
Explore how digital tools can transform collection operations, from receivables portfolios and payment promises to work queues and automation.
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How Should You Plan the First 90 Days of a CRM Project?
Explore what to prioritize during the first 90 days of a CRM project, from process design and data quality to user adoption and automation.
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Digital Customer Relationship Management: How to Build a Strong CRM Strategy
Explore the key elements of digital customer relationship management, including data, processes, teams, CRM adoption and reporting.
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Why the Human Touch Matters in Digital Customer Experience
Discover why human interaction, trust and personalized communication remain important in customer experience in the age of digitalization and AI.
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What Is Pre-Accounting? A Practical Guide for Businesses
Learn what pre-accounting is, which day-to-day financial processes it covers, and how businesses can track cash, bank accounts, income, expenses, invoices, collections, receivables and payables more systematically.
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What Are Dynamic Modules? How to Build Custom CRM Modules
Learn what Dynamic Modules are, how to build custom CRM modules and fields, and how businesses in different industries can bring their own workflows into CRM.
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What Is Customer Churn Rate? How to Calculate and Reduce Churn
Learn what customer churn rate means, how to calculate it, identify early warning signs of customer loss, and reduce churn using CRM and customer retention strategies.
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What Is Customer Lifetime Value (CLV)? How to Calculate and Improve It
Learn how to calculate customer lifetime value (CLV), understand its relationship with CAC, and use CRM data to improve long-term customer value.
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