MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much …
Dynamics CRM for Supply Chain
Customer Self-Service - Your Portal to Success in the Digital Economy
The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling …
Customer Self-Service - Your Portal to Success in the Digital Economy Read More »
CRM Optimization: How to Improve your Marketing and Communication Integration
Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding …
CRM Optimization: How to Improve your Marketing and Communication Integration Read More »
CRM Optimization: Advancing Team Work & Collaboration
In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. …
CRM Optimization: Advancing Team Work & Collaboration Read More »
CRM Optimization & Visibility: 6 Common Goals and Applications
In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being …
CRM Optimization & Visibility: 6 Common Goals and Applications Read More »
7 Trends in How Client Expectations are Changing for their CRM Solution
Defining desired business outcomes, focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM …
7 Trends in How Client Expectations are Changing for their CRM Solution Read More »
What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It
There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your …
How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season
The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is …
How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season Read More »
A Big Win for Service Companies and their Customers
Microsoft Dynamics CRM and FieldOne field service management software have come together. This is big news. And good news. Think of Dynamics CRM and FieldOne as a fork and knife. …
A Big Win for Service Companies and their Customers Read More »
Introducing Peak Engagement & Peak Portals for Dynamics CRM
We’re pleased to announce Peak Engagement as our new company name and Peak Portals as our new name for CRM Vertex, your portal solution. If you’ve been joining us on …
Introducing Peak Engagement & Peak Portals for Dynamics CRM Read More »
Customer Self-Service - Your Portal to Success in the Digital Economy
The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling …
Customer Self-Service - Your Portal to Success in the Digital Economy Read More »
CRM Optimization: How to Improve your Marketing and Communication Integration
Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding …
CRM Optimization: How to Improve your Marketing and Communication Integration Read More »
CRM Optimization: Advancing Team Work & Collaboration
In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. …
CRM Optimization: Advancing Team Work & Collaboration Read More »
CRM Optimization & Visibility: 6 Common Goals and Applications
In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being …
CRM Optimization & Visibility: 6 Common Goals and Applications Read More »
7 Trends in How Client Expectations are Changing for their CRM Solution
Defining desired business outcomes, focusing on the relationship, and understanding the value in business optimization. Over the last several months I have been involved in assisting several of our CRM …
7 Trends in How Client Expectations are Changing for their CRM Solution Read More »
What Is a 360-degree View of Your Customer, Why You Need It, and Why Microsoft Dynamics CRM Is the Best Way to Get It
There’s an old expression that knowledge is power. In business, knowledge is much more than that. Properly harnessed and managed, knowledge makes money, saves time, strengthens relationships, and grows your …
How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season
The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is …
How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season Read More »
A Big Win for Service Companies and their Customers
Microsoft Dynamics CRM and FieldOne field service management software have come together. This is big news. And good news. Think of Dynamics CRM and FieldOne as a fork and knife. …
A Big Win for Service Companies and their Customers Read More »
Introducing Peak Engagement & Peak Portals for Dynamics CRM
We’re pleased to announce Peak Engagement as our new company name and Peak Portals as our new name for CRM Vertex, your portal solution. If you’ve been joining us on …
Introducing Peak Engagement & Peak Portals for Dynamics CRM Read More »
