A More Efficient and Effective Way to Work Without ever leaving Dynamics 365, you can create, distribute, sign, and store legally binding documents safely and securely. HelloSign eSignature for Dynamics 365 is available for Sales, Field Service Customer Service, Project Operations and Power Platform. Compliant with all major eSignature laws, documents are encrypted using AES…
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NetSuite’s Document Generation tool can give your team one-click creation of proposals, contracts, emails, and other relevant business documents right from the Customer, Contact, Opportunity, Case, Project…even Invoice record. In this webinar, we show you how you how to build these templates, insert NetSuite fields and data in the templates, and leverage this automated tool…
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Dynamics 365 for Field Service empowers companies to deliver predictive and proactive service to improve customer satisfaction, first-time fix rates and resource productivity through advanced scheduling, resource optimization and mobile enablement. See how this field service management solution can help your business.
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Watch as our experts dive into managing production—without spreadsheets! You’ll see how efficient greenhouse solutions streamline the production process, making it easy to trust your data. We’ll cover: Planning your production schedule Understanding labor demand Managing your growing activities Guiding material replenishment demand
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Managing inventory and fulfillment is complicated. Often growers are managing sales and production in separate systems, with poor visibility into live products on hand and the state of their crops. Don’t waste labor manually counting and recounting crops. Watch to learn how growers like you can: Eliminate manual entry into sales systems Trust your inventory…
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See a preview of the leading solution to manage your greenhouse supply and demand. Our experts will show you a preview of the latest software for horticulture and cover how to: Streamline production Maximize your labor plan Automatically calculate when products will be available See a daily and weekly production schedule
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Microsoft Dynamics 365 for Marketing Take advantage of a vast suite of tools in Microsoft Dynamics for Marketing and enable greater visibility, data-driven insights and more effective marketing strategies.
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Teams of highly-skilled people need the right tools and resources to perform at their peak. When your project management and budget processes are manual, time consuming, and hard to replicate, your processes are getting in the way of team performance. If you are in the professional services industry, you need the software to do the…
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A whopping 61% of customers stop doing business when they have a poor customer experience. Now, if you flip that over, 89% will stick around if they enjoy working with that company. Therefore, a main pain point that you see in customer service today is what is geared around loyalty. The first step in exceeding…
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Who are project-based companies? Agencies, consultancies, firms of all sizes fulfilling contracted services for clientele. They are frequently scoping unique projects day in and day out, hoping the margins will work out in the end. They all have a few common traits: Projects. This work has phases of consulting, scoping, milestones, and deliverables. Flexible Invoicing.…
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