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If Wins Convergence EMEA 2015 Visionary Award for Customer Care
“Everything we do should be primarily thought of from the angle of serving the customer through our digital channels. Those self-service channels will be equipped with the same systems our...
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Charts – Columns
Continuing my simple series of posts about Microsoft Dynamics CRM charts, I thought this time I would look at column charts. Hopefully you are already familiar with how to export the chart XML, edit...
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The Universal Banker: Using CRM for Banks to Provide the Outstanding Service...
While consumers are increasingly engaging with banks through mobile devices, that doesn’t mean the job of the teller is dying – far from it. Bank tellers are instead evolving into a role that is...
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Invest an hour to activate your Internal Use Rights benefit
Chinmayi BhavanishankarUS Partner Experience Lead YammerAvailability of Microsoft cloud services and on-premises software for internal use is a benefit for Microsoft Partner Network members that have a...
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NAVTechDays 2015: Final thougths
Time for the traditional wrap-up of NAVTechDays. This has become a tradition, so let’s not break this tradition and let’s share some thoughts about the conference of what I have been calling “the best...
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Coviran Wins Convergence EMEA 2015 Visionary Award for Business Operations
“Our main objective is to improve the integration of our partners into the IT systems of Covirán. Integration will provide them with the most modern tools for managing their supermarkets....(read more)
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Microsoft Dynamics CRM 2016 | #CONV15 EMEA Take Aways
Trying to wrap up Microsoft CONVERGENCE EMEA in Barcelona after 3 days I couldn’t attend in person this time, but was engaged with from a social media point – and it really felt like I´ve been there...
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Dynamics NAV 2015: Unrealized Sales Tax for Cash Based Companies
Dynamics NAV 2015: Unrealized Sales Tax for Cash Based CompaniesIn a recent implementation I was involved with, ArcherPoint was tasked with combining two separate entities, one cash based and one...
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AX 2012 & Management Reporter: Customer rebates customized report
While the customer rebate functionality in AX 2012 R3 is quite good and flexible, there is however one crucial thing missing: Reporting tool ! This is if you are using the customer rebate...
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Small Business Accounting: When Excel Spreadsheets aren't Enough
Since day one, you’ve worked hard at building your business. Now that you’ve expanded product lines, entered new markets, and increased your customer base, your business processes have become...(read...
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Leave the Office Behind and Work Wherever You Want
Friends, I come bearing good news. The days of staring up at the fluorescent lights and taupe walls of your cubicle are numbered. Data from Reuters states that about 20 percent of employees worldwide...
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CRM Adoption and Your Team: Easing the Transition
Choosing to implement a customer relationship management (CRM) solution isn’t a decision you take lightly. After identifying your needs, doing the research, and selecting the tools that best...
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Five Tips for Social Selling Success
For a few years now, lots of folks have been talking about making use of social media to increase their sales figures. Back then, social selling was more of a buzzword than a tried and true...
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What the heck is ERP for SMB? It’s what helps you achieve more!
Researching enterprise resource planning (ERP) solutions while running your business can make you feel equal parts overwhelmed and uninformed. We understand, and we’re here to help. Out of...
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The Three New Ps of Profit: Personalized, Proactive, and Predictive (with...
A couple of years back, The Profit ’s Marcus Lemonis shared his Three Ps of a successful business: people, process, and product. Sound advice, but once you’ve got those principles under your...(read more)
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Five Characteristics of a Great Marketer
There are a lot of good marketing folks out there, all of whom have more marketing channels at their disposal than at any other time in history. In a space that’s inundated with people vying...
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How to Irritate Your Customers Without Even Trying
The unhappy customer: unless you’re just starting out, chances are you’ve encountered a few. They’re vocal, influential, and can do real damage to your bottom line. In fact, in 2013 Accenture...(read...
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What the Heck is CRM?
CRM stands for “customer relationship management.” A CRM system helps companies market, sell, and engage with customers better. But simply defining what CRM is probably doesn’t shed much...(read more)
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Dive into the Differences Between Online CRM and On-premises CRM
The decision to implement a customer relationship management (CRM) solution is a big one. But taking the CRM plunge is just the beginning. Next you’ll have to figure out what sort of CRM system...
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