Customers are accustomed to integration at every level. Virtual home assistants connect everything from refrigerators and thermostats to your customers’ phones. They fully expect a smooth technology experience when making purchases from you, including accurate inventory, correct pricing, and up-to-date product information. If that doesn’t happen, your sales and your bottom line will suffer. If…
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…
ERPs belong to a rare class of “OG enterprise software.” They date back to the 1960s, (AKA: ancient history for tech), yet somehow, in 2023, they’re still the most important software in the stack. Like any industry veteran, the ERP stays relevant by continuously evolving alongside economic conditions, customer expectations, and the latest tech. Post-COVID,…
The Microsoft ecosystem was designed for transformation. It’s flexible, adaptable, and easy to customize. It can be scaled up or down in response to demand fluctuations. You can add, remove, or replace modules and integrations based on real-time needs and changing requirements. But, let’s be clear: most of the benefits Microsoft has to offer don’t…
There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). 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…
In this blog series, and the accompanying eBook, The Future of Commercial Field Service Companies, we’ve been highlighting how technology can help field service companies attract and retain qualified employees, elevate the customer experience, increase worker efficiency, and boost profitability. In this final installment of blog series, we touch on what we think may be…
Research giant Forrester just published a new review of leading CRM applications, The Forrester Wave™: CRM Suites. It’s a detailed, 31-point comparison of nine providers Forrester says “matter most,” and Microsoft Dynamics 365 CRM lands at the top (with some company). Here are the highlights of the study mixed in with a bit of our…
Between you and me, I have a big Starbucks habit. I’m not proud of it – but I do show up every day with the same order for Bob Silver and me. Starbucks, you can count on us for two venti hot drinks every day. So why were you out of cup sleeves for over two…
Don’t panic. Unless you should panic. Then by all means, panic. Take a breath, then think about what you were doing. Were you doing anything unusual? If it’s something you don’t think you can fix, try and leave everything as it is. Treat it like a crime scene. Don’t tamper with/destroy the evidence. Document it. Get a screenshot or…
Do your subsidiaries have different logos? Do you need to print a subsidiary-specific logo for transactions, like customer invoices, credit memos and vendor purchase orders, rather than your corporate logo within your NetSuite environment? Here are the steps to make it happen: Step 1: Add the subsidiary logo in the subsidiary setup Go to…
