As Microsoft Copilot features make their way through preview and into general release, some of you might be getting antsy to get your hands on the latest AI features designed to help sellers to be more productive. You’re not alone. Release and stability will take a bit of time. While we wait, we thought that…
It never fails. Technicians are calling out sick, customers are calling in with same-day requests, and then your field service company’s biggest customer calls in with an urgent problem at their most remote satellite location. You don’t have a choice. You have to dispatch someone immediately. Every field service provider has encountered some variation of…
Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over two and a half decades, the firm has evolved into a full-service research, public affairs, and communications agency, working with top Fortune 100 companies at the center of some of the nation’s…
Your business is distribution, but increasingly, every business is in the technology industry. In order to build a resilient operation that can withstand pandemics, supply chain disruptions, and whatever else may come along, you need the right technology stack. Historically, enterprise resource planning (ERP) and customer relationship management (CRM) systems have been separate, siloed platforms.…
Are you looking to increase profitability and build customers for life? Empowering your front-line workers with mobile capabilities to improve efficiencies and client experiences, would be the first place to investigate. Implementing D365 Field Service Mobile gives your front-line workers access to the right tools, utilizing a mobile or tablet device with automation when they…
Client Overview As a leading provider of innovative technologies for the treatment of Atrial Fibrillation (Afib) and related conditions, electrophysiologists and cardiothoracic surgeons around the globe count on AtriCure to deliver best-in-class solutions that can treat even the most complex cases. AtriCure’s Isolator® Synergy™ Ablation System is the first medical device to receive FDA approval…
“There aren’t enough hours in the day.” If you lead a field service operations team, you’ve probably heard that phrase often enough that you’re sick of it. But it’s often true. There are simply too many things to micromanage between processing work orders, scheduling techs, restocking parts, and sending invoices. Instead of wishing for more…
Field Service Management Challenges and Solutions The modern field services industry face many challenges. There’s the pressure to keep up with rising customer demands and get ahead of growing competition from both new entrants and well–resourced incumbents. There’s also the fact that managing and coordinating large, distributed teams is always a struggle – even under…
When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
On the surface, an ERP and a CRM system might look like they have a lot in common. Both are data repositories that provide a single source of truth for the entire business. Both are used to streamline operations and improve the customer experience. And – both play a central role in optimizing revenue. But…
