Automating Order Management for Faster, Smarter Workflows
Managing orders in a business with multiple departments, external customers, and complex workflows can get messy fast. That’s why we designed a custom order management
process automation
Why We Put Invoices in a CRM—and Why You Might Want To
This may sound odd coming from someone who’s been in software development for over 30 years, but here it is: Invoices absolutely belong in your
What is a Master Data Manager?
In Episode 7 of Not Your Grandfather’s CRM, we highlight one of our favorite real-world process flows—built for a national client with locations across the
Simplifying New Product Creation with Power Platform Automation
Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails,
Streamlining Sample Fulfillment with Power Platform Automation
In this episode of Not Your Grandfather’s CRM, we shift gears and dive into process automation. Businesses often rely on manual workflows, scattered emails, and