Supercharge Your Business Process Flows with Microsoft Power Platform When your organization has processes that move through multiple departments—sales, service, production, accounting—smooth handoffs are critical. In Microsoft Dynamics 365 and […]
Dynamics CRM for Manufacturing
Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, […]
Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right? Yes—but visibility matters. In Episode 8 of Not Your Grandfather’s CRM, we […]
Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms. In Episode 7 of Not Your […]
The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move […]
Introduction Enterprises relying on distributed field teams require a CRM built for mobility, not retrofitted. Manual data entry, fragmented tools, and delayed updates contribute to compliance risks, reduce service quality, […]
Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […]
What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […]
In CRM, “Cases” are the go-to feature for managing service tickets—but what if they’re too rigid for your real-world process? In Episode 2 of Not Your Grandfather’s CRM, Steve Pestillo […]
When most people think of CRM, they think of contacts, leads, and maybe a pipeline dashboard. But modern CRM systems—especially those powered by the Microsoft Power Platform—go far beyond that. […]
Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, […]
Most CRM implementations avoid invoices entirely. After all, that’s the job of your ERP or accounting system, right? Yes—but visibility matters. In Episode 8 of Not Your Grandfather’s CRM, we […]
Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms. In Episode 7 of Not Your […]
The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move […]
Introduction Enterprises relying on distributed field teams require a CRM built for mobility, not retrofitted. Manual data entry, fragmented tools, and delayed updates contribute to compliance risks, reduce service quality, […]
Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […]
What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […]
In CRM, “Cases” are the go-to feature for managing service tickets—but what if they’re too rigid for your real-world process? In Episode 2 of Not Your Grandfather’s CRM, Steve Pestillo […]
When most people think of CRM, they think of contacts, leads, and maybe a pipeline dashboard. But modern CRM systems—especially those powered by the Microsoft Power Platform—go far beyond that. […]