Sales agent projects rarely begin from the same place. One organization may still be deciding whether the capability fits its sales process, while another is already in pilot and trying […]
CRM Software Implementation Tips
You built the flow. It worked. Then it didn't. The setup made sense at the time. Native duplicate detection wasn't catching records coming in through the integration, so you built […]
A team asks for an AI agent to prepare account briefings. Another wants an agent to qualify leads. A third needs to automate an approval process that reaches outside Microsoft […]
Why Do Most CRM Implementations Fail? CRM implementations don’t typically fail because of the technology. Usually, failure results from a lack of adoption and effective change management processes. At the […]
Who hasn’t had a client go quiet for a few months after launching a new system? Should you be concerned? Sometimes. Silence can mean things are working, or it can […]
You close out a migration. The duplicate workstream took longer than scoped; it always does, but you got there. Post go-live, the data looks clean. The client signs off. Six […]
Every CE practice has a version of the same story. The proposal goes out. Scope is defined. The data migration is in there: extract, transform, load, validate. Duplicate detection is […]
5 Mistakes We Keep Seeing in First-Time Dynamics 365 Implementations
After working on countless Dynamics 365 Sales and Customer Service implementations, some patterns are hard to ignore. These issues don’t usually show up in the first few weeks. Everything looks […]
You're three days from go-live. The migration is done, the data is in, and the client is running final validation. Then someone opens the Accounts list and starts scrolling. Same […]
You imported 40,000 contacts. Your duplicate rules are on. You're looking at 6,000 dupes. You set up duplicate detection rules before the migration. You checked them. They work in the […]
You built the flow. It worked. Then it didn't. The setup made sense at the time. Native duplicate detection wasn't catching records coming in through the integration, so you built […]
A team asks for an AI agent to prepare account briefings. Another wants an agent to qualify leads. A third needs to automate an approval process that reaches outside Microsoft […]
Why Do Most CRM Implementations Fail? CRM implementations don’t typically fail because of the technology. Usually, failure results from a lack of adoption and effective change management processes. At the […]
Who hasn’t had a client go quiet for a few months after launching a new system? Should you be concerned? Sometimes. Silence can mean things are working, or it can […]
You close out a migration. The duplicate workstream took longer than scoped; it always does, but you got there. Post go-live, the data looks clean. The client signs off. Six […]
Every CE practice has a version of the same story. The proposal goes out. Scope is defined. The data migration is in there: extract, transform, load, validate. Duplicate detection is […]
5 Mistakes We Keep Seeing in First-Time Dynamics 365 Implementations
After working on countless Dynamics 365 Sales and Customer Service implementations, some patterns are hard to ignore. These issues don’t usually show up in the first few weeks. Everything looks […]
You're three days from go-live. The migration is done, the data is in, and the client is running final validation. Then someone opens the Accounts list and starts scrolling. Same […]
You imported 40,000 contacts. Your duplicate rules are on. You're looking at 6,000 dupes. You set up duplicate detection rules before the migration. You checked them. They work in the […]