For project-based service firms, the end-to-end quote-to-cash process—from quoting to revenue realization—is often hailed as the holy grail of project automation. The key is to establish a “Data First” culture. This involves identifying the data your firm needs to make decisions and improve operations. Once you define the data you require, you can then find…
Today, salespeople aren’t living out of a Rolodex or knocking on doors. They rely on the latest generation of cloud technology for day-to-day operations. But how effectively are they utilizing that technology? For many sellers, the answer is “not enough.” They aren’t leveraging sales process automation to its full potential—or, in some cases, they’re barely…
As with every part of your cloud ERP strategy, your Microsoft Dynamics partner must align with your business needs, processes, and goals. Which means, the word “partner” is key. See, you’re not outsourcing the migration or implementation process. You’re not passing the buck on training or change management responsibilities, nor are you paying an external…
In case you’re wondering, route optimization solutions and scheduling & dispatch software are technically two distinct types of tech. Route optimization is the process of determining the most efficient and cost-effective routes for field technicians or delivery personnel. It aims to minimize travel time, reduce costs, and maximize productivity by optimizing the sequence of stops…
Improved planning capabilities help clients collaborate with vendors more efficiently Managing vendors effectively plays a critical role in delivering on client commitments on time and increasing margins on products and services. To solve this challenge, many businesses turn to Microsoft Dynamics 365 Supply Chain Management. The solution provides end-to-end processes to help manufacturers, distributors, consumer…
There are many good reasons to move from Salesforce to Microsoft Dynamics 365. Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other people’s mistakes. Since we know you’re smart, we thought you…
Background Founded in 1994, the goal at NovaVision is to continuously improve its customer’s ability to protect their products and property from counterfeiting, tampering, and pilfering. NovaVision conducts business globally and has over 5,000 active customers for its tamper-proof products each year. Their major customer groups include governments (USA federal, state, county, municipal and international),…
Increasing Customer Satisfaction While Optimizing Technician Productivity Providing services to customers in the field is all about increasing first-time fix rates and improving customer satisfaction. At the same time, service organizations need to keep costs low by optimizing resource productivity—through advanced scheduling and giving technicians mobile capabilities. No matter the size of your operation, Microsoft…
It’s All About Improving Agent and Customer Experiences When businesses focus on streamlining their service processes, they make things a lot easier for their service agents. That enables the agents to deliver great service, which forges long-term customer relationships. Streamlining customer services is what Microsoft Dynamics 365 Customer Service is all about. The solution enables…
AI Continues to Help Sales Reps and Sales Managers Work More Efficiently Artificial intelligence impacts the way just about everybody works, and this holds especially true in the sales realm. With the 2024 release wave 2 plan for Dynamics 365 Sales, Microsoft continues to prove its ability to deliver cutting-edge AI capabilities. Between October 2024…
