Why Customers Wait On Hold While Reps Search the CRM
When a customer calls a sales or service rep, the first job is simple: find them. Find the account, find the order they’re calling about,
Managed Services
Small Quotes Don’t Need a Phone Call. They Need One Email
Following up on quotes is part of every salesperson’s day. The big ones get a phone call, and they should. Ten minutes on the phone
Why Annual Renewal Reminders Shouldn’t Be Fully Automated
A printing company asked us to automate three renewal emails. We built them something better: a My Day dashboard that does everything except press Send.
Annual Planning Without the Two-Day Spreadsheet Marathon
Every Q4, a metals processor we work with builds its annual operating plan for the following year. This year, they wanted to go a level
Why Sales Quotes Go Cold – And the One Screen That Fixed It
Every salesperson’s day includes following up on quotes. Call the customer, find out where things stand, keep the deal moving. It is about as basic
The Power of Customization: How Our Managed Service Clients Benefit from Tailored Opportunity Modules
Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process. One of the most powerful features
Introduction to Reporting Groups in Dynamics 365 and Power Apps
Intro to Reporting Groups in Dynamics 365 and Power Apps Learn how our clients use Reporting Groups to see what their team members see on
Why do a Managed Service Plan? Free Stuff!
Why do a Managed Service Plan? Free Stuff! There’s no such thing as a free lunch. But if I’m buying lunch anyway you might as
Why do a Managed Service Plan? Data Sync/Workflow Monitoring
Why do a Managed Service Plan? Data Sync / Workflow Monitoring Are your Flows running? How about your data syncs from ERP to CRM? Find
Why do a Managed Service Plan? System Utilization
Why do a Managed Service Plan? System Utilization Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might