CRM Accountability: Did someone say fitness challenge?
Oct15

CRM Accountability: Did someone say fitness challenge?

So… I was suckered into… I mean, I graciously accepted a friend’s invitation to join a ten week burpee challenge. Week one includes 10 burpees per day, week two 20, you get the jest, up to week ten where we complete 100 burpees per day. For those of you who enjoy the numbers, that’s 70 straight days for a total of 3,850 burpees. What’s a burpee you ask? Please see the image below for a… Continue Reading Tricia...

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OneNote for Sales Rep Note Taking: An Interview
Oct11

OneNote for Sales Rep Note Taking: An Interview

This week I had the pleasure of riding along with one of our client’s top sales reps. We’ve been working with this client for a while now and have learned that the average opportunity closes anywhere between 3 and 18 months. Not only is the timeline extended, opportunities typically require a lot of prospect interaction and follow ups. As a result, the sales reps must keep track of a lot of… Continue Reading Tricia...

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Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade
Sep25

Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade

Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don’t forget to make some time to evaluate policies and compliance items as a part of your plan. The following six policy and compliance items are often overlooked, or worse yet, noted as a future to-do that never actually gets done. Dynamics 365 Master Data Management No really…. Continue Reading Tricia Desso-Cox’s...

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Tired of rework? Learn how to maximize personas in your CRM and Intranet initiatives!
Jul19

Tired of rework? Learn how to maximize personas in your CRM and Intranet initiatives!

Does this series of images look familiar? Do you frequently hear, “that’s not what we asked for” or “it doesn’t work the way we expected it to”? You’re not alone! Research over the last decade demonstrates that between 30% and 60% of customer relationship management and enterprise collaboration initiatives fail. But why? Some would blame the technology, others might focus on the...

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Poor Master Data Management can be like the Rush Hour Commute
Jun26

Poor Master Data Management can be like the Rush Hour Commute

We’ve all been there… left the house five minutes late, rushed out of the neighborhood just to sit in traffic trying to get to the office on time. Some days it’s ok, you open the sunroof, turn up the tunes and enjoy some time to yourself. Other days though, always the ones with an early morning client meeting you’re trying to make, get you wound tighter than a facelift and leave you… Continue Reading Tricia...

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