Limitations with Salesforce Prompted this Financial Services Firm to Switch to Microsoft Dynamics 365 CRM and Power Apps Out-of-the-box CRM software like Salesforce cannot always address the unique needs of every business. At AKA, we design and implement technology solutions for financial services firms. While recently working with a global, private equity firm looking […]
continue reading...Dynamics CRM Success Stories
Private Equity Firm Replaces Salesforce w/ Dynamics 365 CRM
May 28, 2020 · AKA Enterprise Solutions · No Comments
Project Manager Benefits – 5 Things
May 26, 2020 · JourneyTEAM · No Comments
Save Thousands of Dollars by Bringing on a Project Manager Some may say paying to have a Project Manager is too costly, but I will be discussing 5 benefits of having a Project Manager to help manage your further project and how the benefits outweigh the cost. 5 Advantages of a Project Manager […]
continue reading...Bank Builds Customer Base with Microsoft Power Platform & AKA
April 1, 2020 · AKA Enterprise Solutions · No Comments
Find Out How This Bank is Building a Loyal Customer Base with the Help of the Microsoft Power Platform Not long ago, the new CTO at a large regional bank made the decision to transform the bank’s digital processes. The technology that the bank was using at the time was outdated, particularly when it came […]
continue reading...Microsoft Power Platform Improves Doc Mgmt for Major Online Weather Provider
March 16, 2020 · AKA Enterprise Solutions · 2 Comments
Major Online Weather and New Provider Gets Document Management Under Control with the Help of the Microsoft Power Platform As one of the largest providers of up-to-date weather information in the world, this company offers forecasts and other weather data via the Internet, TV, radio, and print media to over 1.5 billion people each and […]
continue reading...Microsoft Power Platform Boosts Financial Services Firm’s Growth
February 26, 2020 · AKA Enterprise Solutions · No Comments
How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us […]
continue reading...When Salesforce Falls Short, Turn to the Microsoft Power Platform
February 7, 2020 · AKA Enterprise Solutions · No Comments
Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform All successful financial services firms have one thing in common: a talented staff that works hard to keep their clientele satisfied. But no matter how talented your salespeople and account managers might be, other obstacles can get in the way. […]
continue reading...The Right Tool Makes Order Management Easy
December 30, 2019 · Steve Pestillo, P2 Automation · No Comments
If your experience is that order management software is slow, complicated, and frustrating, we’re betting it’s because you don’t have the right tool for the job. Recently, a client came to us with the following challenge: The client had developed an innovative product that fills a need in the marketplace. The good news is that […]
continue reading...Why Dynamics 365 Integration Is So Complex
October 29, 2019 · Connecting Software · 1 Comment
While there is a strong need for cloud ERP integration, this is a very challenging process. There are several reasons for this. Firstly, ERP platforms don’t have many pre-built integration options. They can only view data via Power BI, integrate with Office 365 and a few CRM apps. And even though some cloud ERPs, like Dynamics 365 Finance & Operations and Dynamics 365 Business Central, have open APIs which facilitate the integration with other […]
continue reading...How Three Insurance Agencies Are Benefitting from Dynamics 365
August 5, 2019 · Ryan Plourde, Crowe · Comments Off on How Three Insurance Agencies Are Benefitting from Dynamics 365
Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used […]
continue reading...5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365
November 27, 2018 · Ryan Plourde, Crowe · Comments Off on 5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365
As a technology consultant, one of the most satisfying and rewarding aspects I get to enjoy is finding ways to improve the quality of (work) life for my clients. My client relationships typically start with clients sharing frustrations related to manual and duplicative data entry, the inability to find what they need, the time spent […]
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