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- What is CRM and what types of CRM are there?What is CRM? And what types of CRM are there? An overview of what Customer Relationship Management actually is about and what it offers you. The post What is CRM and what types of CRM are there? appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: March 7, 2022 - 2:11 pm
- Account Based Marketing: a new interpretation of the AIDAAccount Based Marketing (ABM) is a relatively new B2B marketing and sales technique that supports the buyer journey in a targeted way. The post Account Based Marketing: a new interpretation of the AIDA appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: October 13, 2021 - 6:40 am
- Collecting customer data in 4 stepsCollecting customer data and Account Based Marketing go hand in hand. In 4 steps it becomes clear how the process works. The post Collecting customer data in 4 steps appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: September 16, 2021 - 7:17 am
- CRM for SMECRM is not only suitable for large companies but also for small businesses, CRM for SME, as it is about relationship management and customer focus. The post CRM for SME appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: April 29, 2021 - 1:28 pm
- ERP is not CRMERP (Enterprise Resource Planning) is a useful system, but it's not CRM. Companies do need a CRM system along side. The post ERP is not CRM appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: April 29, 2021 - 1:17 pm
- Shape customer intimacyInternal communication is part of customer intimacy. With the use of CRM, you create structure and give employees autonomy. The post Shape customer intimacy appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: January 11, 2021 - 11:00 am
- Collaborate online in salesOnline sales and account management need not be an obstacle for organizations. In fact, with a good CRM system, it's powerful. The post Collaborate online in sales appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: December 3, 2020 - 11:04 am
- Remote customer loyalty: three tipsWorking from home does not have to be a problem to increase customer loyalty. This is possible with the right CRM software. The post Remote customer loyalty: three tips appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: October 21, 2020 - 8:39 am
- CRM: a matter of having the right mindsetThe right mindset in a CRM implementation is one of the success factors for the success of implementation. The importance of transparency must be clear The post CRM: a matter of having the right mindset appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: July 13, 2020 - 6:30 am
- ‘Measuring is knowing’ and CRMThe post ‘Measuring is knowing’ and CRM appeared first on Archie CRM.... Read more »Source: Archie CRM | Published: May 11, 2020 - 12:21 pm
Archie CRM
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- VideoThe Benefits of CRM – Contact Management (The Video)First in a number of videos I will be doing around the benefits of CRM technology. Thought I would go back to CRM’s routes and talk about the benefits of contact management. ShareThis... Read more »Source: The CRM Consultant | Published: September 13, 2021 - 6:00 pm
- VideoThe real reasons CRM projects failMuch has been written and said over the years about CRM project failures and their causes, but a lot of it has been by marketing folks and journalists rather than those on the front line. So in this video I wanted to set out what failure really looks like and... Read more »Source: The CRM Consultant | Published: September 2, 2021 - 6:29 am
- VideoHow long does a CRM project take?I was conscious that in last week’s ‘layperson’s guide to a CRM project’ video, where I broke a project down into the different stages, that I didn’t really cover off associated timelines. Something I’ve addressed in the following video, in the context of a mid-sized CRM implementation: ShareThis... Read more »Source: The CRM Consultant | Published: August 23, 2021 - 10:32 am
- VideoA Layperson’s guide to a CRM projectIn this video I wanted to set out the principle stages of a CRM project. It’s aimed at people new to managing a CRM project, and tries to identify some of the things to look out for as you progress. ShareThis... Read more »Source: The CRM Consultant | Published: August 16, 2021 - 5:21 pm
- VideoHow to speed up a CRM projectPeople are often surprised how long a CRM project can take. In this video I go through ten ways to speed up the delivery of a system. ShareThis... Read more »Source: The CRM Consultant | Published: August 11, 2021 - 6:20 am
- VideoNine Ways To Reduce The Cost Of A CRM SystemAs promised in last week’s post, which outlined the costs involved in running a CRM project, this video sets out ways to reduce them. ShareThis... Read more »Source: The CRM Consultant | Published: August 4, 2021 - 6:10 am
- VideoHow much is a CRM system?In this video I walk through the different types of costs that are involved in a CRM project. These include software and implementation costs, project team time, the impact of go-live on users, system support, and the ongoing development and management of the system. ShareThis... Read more »Source: The CRM Consultant | Published: July 28, 2021 - 7:26 am
- VideoWhat does a CRM consultant do?‘CRM Consultant’ is a confusing term, largely because it’s used by a lot of different people that might be involved in a CRM project. In this video Richard Boardman walks you through the different types. ShareThis... Read more »Source: The CRM Consultant | Published: July 25, 2021 - 2:17 pm
- VideoCRM Value Maximisation Services VideoJust created a video about our CRM Value Maximisation services, which are designed to help organisations generate more value from their existing CRM systems: ShareThis... Read more »Source: The CRM Consultant | Published: July 21, 2021 - 5:02 pm
- VideoCRM Discovery Services VideoWe’ve made a few changes to our services portfolio in recent weeks, and we’re in the process of putting together some explainer videos for the individual service offerings. The following is for our CRM Discovery Service: ShareThis... Read more »Source: The CRM Consultant | Published: July 4, 2021 - 1:52 pm
The CRM Consultant
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- Secrets of Customer-Centric Success — Interview with Jeff Puritt, CEO of TELUS InternationalEveryone says they want to be customer-centric and deliver a great customer experience. But most companies struggle, despite collecting customer feedback and investing in the latest technologies. The key to turning CX dreams into a real competitive advantage is leadership! Sign up for my new livestream interview show — Hooked... Read more »Source: Bob Thompson – CustomerThink | Published: March 26, 2021 - 8:24 pm
- “State of Service” Report: Pandemic Driving Customers to Digital Channels and AutomationSalesforce.com just released its latest “State of Service” report with insights into how 7,000+ service professionals are adapting during the pandemic. I’d like to highlight a few key findings with the help of customer service thought leaders. Let’s start with the critical role of customer service in customer loyalty. A... Read more »Source: Bob Thompson – CustomerThink | Published: December 15, 2020 - 11:26 pm
- CX ROI: Making the Case to Improve the Buying ExperienceSure, marketing and sales leaders want satisfied customers. But they won’t fund a CX initiative if that’s the main benefit. CX pros must show they are a valued contributor to the “revenue team.”... Read more »Source: Bob Thompson – CustomerThink | Published: June 12, 2020 - 7:05 pm
- Is Customer Experience the Key to B2B Differentiation? Yes, the SERVICE ExperienceFor years we’ve seen many surveys finding that Customer Experience (CX) is a top priority and the key to differentiation. To the point that it’s become a mantra, accepted without question. Unfortunately, “CX” is used so broadly that it’s not clear whether it means customer service, the end-to-end customer journey,... Read more »Source: Bob Thompson – CustomerThink | Published: May 15, 2020 - 6:05 pm
- CX ROI: How to Justify Improving the Customer Service ExperienceTo gain funding to improve the service experience, CX pros must support the KPIs of the customer service department. Improving customer satisfaction is not enough. At first blush, it should be a no-brainer to justify a Customer Experience (CX) program to improve the service experience. Customer Service (CS) is often... Read more »Source: Bob Thompson – CustomerThink | Published: May 1, 2020 - 8:33 pm
- How to Sustain Relationships with Customers and Employees During the COVID-19 CrisisOn April 23, 2020, CustomerThink’s Advisors came together to support a webinar with tips on how to deal with the COVID-19 crisis. In this post I share my opening comments and highlight some of the content shared by the speakers. I encourage everyone to view the full recording here. Be... Read more »Source: Bob Thompson – CustomerThink | Published: April 24, 2020 - 7:00 pm
- 7 Global CX Experts Reveal How to Prove the Business Value of Customer ExperienceFor the past three years (starting with this article) I’ve been banging the drum about a worrisome problem. Namely, less than one in four CX initiatives can demonstrate business impact in the form of tangible benefits. My argument in a nutshell: During a downturn, CX programs that can’t justify their... Read more »Source: Bob Thompson – CustomerThink | Published: April 10, 2020 - 9:42 pm
- Can Revenue Operations (RevOps) Finally Get B2B Sales and Marketing to Embrace Customer Experience?Revenue Operations — RevOps for short — is a growing trend according to a new report “The State of Revenue Operations 2019.” Compared to 2018, the number of companies reporting a dedicated RevOps group increased from 20% to 31%. What caught my eye was this statement from Rachael McBrearty, Chief... Read more »Source: Bob Thompson – CustomerThink | Published: March 27, 2020 - 8:52 pm
- Zendesk makes bold CRM move with new platform and sales suiteZendesk is a well-known and huge presence in the help desk market. Founded in 2007 in Copenhagen, Zendesk is now a public company that serves over 150K customers globally and is rapidly approaching $1 billion in annual revenue. Impressive. Visit review sites like G2 or TrustRadius and you’ll find Zendesk... Read more »Source: Bob Thompson – CustomerThink | Published: March 11, 2020 - 8:23 pm
- Report: Retention critical to growing subscription economy, but ownership and tactics need workSubscription businesses are growing, big time. From cloud-based technology providers like Salesforce.com to consumer-focused brands like Stitchfix, increasingly the strategy is to convince customers to commit to recurring payments rather than a one-time charge at the beginning. Gartner forecasts that cloud revenue will exceed $300B by 2021. And the subscription... Read more »Source: Bob Thompson – CustomerThink | Published: March 6, 2020 - 4:29 am
- InMoment acquires MaritzCX, sets up Battle Royale in EFM industryLast year the big news in the Enterprise Feedback Management (EFM) industry was Medallia going public and SAP’s acquisition of Qualtrics. That was a wake-up call to the rest of the industry that it’s time to make a move. Typically industries consolidate around a few (3-5) players, with the rest... Read more »Source: Bob Thompson – CustomerThink | Published: March 3, 2020 - 8:03 pm
- Deloitte: The Future of B2B Sales is “Experience Selling”Late last year I received a copy of an excellent paper reviewing the results of Deloitte’s research into the state of “experience selling.” I wanted to share some highlights from the report and my discussion with Harry Datwani, a Principal at Deloitte Digital who leads their US Sales Transformation offering.... Read more »Source: Bob Thompson – CustomerThink | Published: January 23, 2020 - 5:56 am
- Beating the CX Slump: Leaders Spend Money FasterWelcome to 2020 and the start of a new decade! CX dominated the conversation in the past 10 years; it will be interesting to see what happens next. In recent years one of the big topics has been how to get more bang for the CX buck. CX success stories... Read more »Source: Bob Thompson – CustomerThink | Published: January 12, 2020 - 7:47 pm
- Top Do’s and Don’ts of Customer Journey Mapping — 10 CX Experts Spill the Beans!If you’re involved with a Customer Experience (“CX” for short) initiative, there’s a very good chance that you’re also doing customer journey mapping (CJM). If fact, CustomerThink’s recent study of 200+ CX initiatives found nearly 8 of 10 respondents reported developing a journey map. But simply creating a map was... Read more »Source: Bob Thompson – CustomerThink | Published: October 19, 2019 - 5:42 pm
- Customer Success — A Unifying Mission for CRM and CXMIn this article, I’ll discuss how the “customer success” movement has developed, what it means, and why I believe it should be a unifying mission to help companies get value from both CRM and CXM, or whatever term you want to use for being customer-centric.... Read more »Source: Bob Thompson – CustomerThink | Published: October 13, 2019 - 7:05 pm
Bob Thompson – CustomerThink
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- “Support” for the Unified Interface in the Advanced Chart Editor for the XrmToolBoxAs a lot of people have noticed, chart customizations in the Unified Interface in Model-Driven Power Apps, or Dynamics 365 does not behave the way they used to in the classic interface. This is because the Unified Interface only supports a subset of the chart customization options that were... Read more »Source: crm chart guy | Published: June 30, 2021 - 4:17 am
- Create Record Links From Power BI to Unified Interface and Dynamics 365A great dashboard in Dynamics 365, or Model-Driven App will not only show you the relevant data and insights, it will also make it easy to get to the relevant records so you can take action. Drill-downs and clicking on records to navigate to them has been the standard user... Read more »Source: crm chart guy | Published: November 4, 2020 - 2:55 pm
- Use Icons from Power Apps Unified Interface in Power BIAs Power BI is used increasingly within Dynamics 365 or Model-Driven apps, attention to detail in the user experience is increasingly important. Users should be able to seamlessly navigate between the two technologies, and the visual cues should match between them for a coherent user experience. Visual cues for example,... Read more »Source: crm chart guy | Published: October 22, 2020 - 10:28 pm
- DirectQuery CDS from Power BILast year I wrote a lengthy blog post comparing the three main methods of getting Dynamics 365, or Common Data Service data into Power BI for analysis. Now, at the most recent Microsoft Business Applications Summit, a new method was announced that I was finally able to try out. The... Read more »Source: crm chart guy | Published: May 30, 2020 - 4:05 am
- VideoCompare This Year to Last Year – Unified Interface editionSome years ago, I wrote a blog post about how to create a chart that compared monthly sales, to the same month in the previous year. The approach required quite a bit of XML editing and the chart was limited to only comparing this and last year. No data from... Read more »Source: crm chart guy | Published: March 31, 2020 - 12:09 pm
- Comparing the three main ways to get Dynamics 365 data into Power BIThere are a few different ways to get your Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different methods and how they... Read more »Source: crm chart guy | Published: July 24, 2019 - 4:42 am
- Power Query (M) Builder for the XrmToolBox (April 2019 update and fixes)It has been a little while since the last update, but Mohamed Rasheed and I just added some bug fixes and improvements to the Power Query (M) Builder for the XrmToolBox. If you are new to the Power Query (M) Builder and how it can accelerate Power BI report development... Read more »Source: crm chart guy | Published: April 25, 2019 - 4:27 am
- Embed filtered Power BI reports on Dynamics 365 forms – again – the official wayI realize this is my fourth blog on this particular topic, and I am sure it won’t be the last. The occasion: Microsoft has released a new built-in, easier way of embedding Power BI reports on Dynamics 365 and filter them according to record context. The approach is not as... Read more »Source: crm chart guy | Published: March 25, 2019 - 4:50 am
- Embed Power BI Visuals in Dynamics 365 – with Secure EmbedPower BI recently started supported embedding Power BI visuals securely out-of-the-box. That means we can now show Power BI reports inside Dynamics 365, without having to deal with authentication. And with minimal use of code, we can filter the visual to the record that it is being displayed on. Like... Read more »Source: crm chart guy | Published: February 18, 2019 - 10:39 pm
- VideoQuickly get Dynamics 365 data in to Power BI for Q&AThe Q&A feature in Power BI is great as it let’s users ask natural questions about your data and it will generate visuals and lists to answer those questions. Of course, there’s an assumption that Power BI has a data model that uses the same terminology as the user asking,... Read more »Source: crm chart guy | Published: August 20, 2018 - 4:20 am
crm chart guy
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- [reader] The future of personalization–and how to get ready for it | McKinseyThe future of personalization–and how to get ready for it | McKinsey The future of personalization–and how to get ready for it | McKinsey two very interesting concepts in this short read from McK. analytics translators – talks to the issue of data literacy, or rather the lack of it.... Read more »Source: so much to say… | Published: April 26, 2022 - 3:02 pm
- [reader] Executive views on business in 2022: PwCExecutive views on business in 2022: PwC Executive views on business in 2022: PwC the most interesting part of this is that talent acquisition and retention is in, supply chain, inflation taming, and agility are in. is this the year employee experience is really going to be in the driver... Read more »Source: so much to say… | Published: April 25, 2022 - 2:47 pm
- why bother with modern-day CX?continuing with the modern-day CX project, it is time for the question that’s in everybody’s (who cares about doing CX right) mind: why do i care? why should i change what i am doing with CX? why modern-day versus — say, golden days CX? i would like to say good... Read more »Source: so much to say… | Published: April 6, 2022 - 5:22 pm
- [reader] New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co.New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co. New Study Shows Major Disconnect Between Companies And Customers – Bodine & Co. if you are old and “weathered” in this industry you probably came across the (very) old study from Bain & Co that said that... Read more »Source: so much to say… | Published: April 5, 2022 - 2:00 pm
- [reader] Changing Consumer Motivations & Expectations | AccentureChanging Consumer Motivations & Expectations | Accenture Changing Consumer Motivations & Expectations | Accenture let’s say that you can ignore the biased approach to surveying customers here and ignore the results that are not as dramatic as they imply in their early assertions (i know, market research and survey is... Read more »Source: so much to say… | Published: March 30, 2022 - 1:24 pm
- what is modern day cx?that’s a great question, no? it requires some context before it can be answered… and that context involves Michel Foucalt, Tom Siebel, and Ed Thompson. intrigued? stay with me on this one… in the early 1990s Tom Siebel started a company that gave birth to what later became CRM. this... Read more »Source: so much to say… | Published: March 17, 2022 - 4:57 pm
- Video[reader] The Cost of Missing Something | Tricia Wangthis is an “oldie” but still a fantastic watch. Tricia has an incredible background, and this talk on “thick data” is truly still ahead of its time – don’t miss it. yes, will post more of these short posts going forward so you can keep track of what i read... Read more »Source: so much to say… | Published: March 15, 2022 - 4:42 pm
- Videomodern day CX – the projectnew blog, new posts, and many more to come. why a project? why not do a long-a… a longer-than-normal post to lead to the promised land? i started it, i wrote the first 2-3 questions i wanted to answer, and that led to 2-3 more questions for each, and another... Read more »Source: so much to say… | Published: March 14, 2022 - 5:49 pm
- it’s here, it’s here — i am finally someone….well, five months later — i finally get to launch this blog. will start writing more often now that i have a place to put it all, everything in here will be related to my search for the meaning of modern day… there will be links to reports, studies, research,... Read more »Source: so much to say… | Published: March 13, 2022 - 8:07 pm
so much to say…
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- Reputation.com Embeds AI into Its PlatformReputation's AI-first evolution empowers companies with deeper insights, broader reach, and future-ready infrastructure.... Read more »Source: Destination CRM | Published: May 16, 2025 - 5:00 pm
- Flexible Scheduling Reimagines Workforce ManagementHere's an important tool for combating agent dissatisfaction and attrition... Read more »Source: Destination CRM | Published: May 16, 2025 - 5:00 pm
- MessageGears Partners with DatabricksMessageGears and Databricks collaborate to power native data activation in marketing campaigns.... Read more »Source: Destination CRM | Published: May 16, 2025 - 5:00 pm
- Amplitude Partners with TwilioAmplitude's agreement with Twilio includes co-selling program and deeper integration between platforms.... Read more »Source: Destination CRM | Published: May 16, 2025 - 5:00 pm
- Informatica Unveils Agentic AI Offerings and MDM Integrations at Informatica WorldInformatica is making its data management applications available across a variety of AI and cloud platforms.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:26 pm
- Athean Launches with AI-Powered Sales PlatformAthean has entered the CRM vendor landscape with a unified sales prospecting and engagement platform.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- Kore.ai Partners with AWSKore.ai's integrations with Amazon Bedrock, Amazon Q, and Amazon Connect streamline AI deployment.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- Capillary Technologies Acquires KognitivThe Kognitiv acquisition aims to expand Capillary's position in loyalty management.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- Boomi Partners with AWSBoomi and AWS are partnering to fuel genAI adoption and SAP cloud migrations.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- Zoho Adds Zia AI Capabilities to CRM for EveryoneZoho has deepened its customer experience platform with generative AI and workflow orchestration capabilities powered by Zia.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- Innovid Launches Social AutomationInnovid's Social Automation gives greater control over social media advertising campaigns.... Read more »Source: Destination CRM | Published: May 15, 2025 - 5:00 pm
- CallRail Enhances Messaging CapabilitiesCallRail's redesigned mobile app and advanced messaging features help businesses convert leads.... Read more »Source: Destination CRM | Published: May 14, 2025 - 5:00 pm
- Pega Launches Predictable AI AgentsPega Predictable AI Agents help companies design specific workflows with Pega Blueprint.... Read more »Source: Destination CRM | Published: May 14, 2025 - 5:00 pm
- Databricks Unveils Data Intelligence for MarketingDatabricks' Data Intelligence for Marketing is a unified data and AI foundation that brings together all customer and campaign data.... Read more »Source: Destination CRM | Published: May 14, 2025 - 5:00 pm
- Twilio Unveils Next-Generation Customer Engagement Platform at SIGNAL 2025?Twilio announces updates to its CPaaS and CDP offerings and a conversational AI development collaboration with Microsoft at its annual Signal event.... Read more »Source: Destination CRM | Published: May 14, 2025 - 5:00 pm
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- Explore the Top Features from the 2024 Wave 2 Release for Dynamics 365 SalesDynamics 365 Sales has introduced a slew of new capabilities and updates designed to make selling smarter, faster, and more personalized. But with so many updates, it can be time-consuming […] The post Explore the Top Features from the 2024 Wave 2 Release for Dynamics 365 Sales appeared first on... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 8:44 pm
- A CRM Service Solution Built for ISO-13485 Compliance? Yes, with Microsoft Power Apps.Most CRM platforms aren't designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest […] The post A CRM Service Solution Built for ISO-13485 Compliance? Yes, with Microsoft Power Apps. appeared first on CRM... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 8:06 pm
- Automating Data Workflows in Dynamics 365 CRM and ERPStreamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus […] The post Automating Data Workflows in Dynamics 365 CRM and ERP appeared first on CRM Software Blog | Dynamics... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 16, 2025 - 2:06 pm
- Webinar: Let Copilot Studio Agents Securely Read Your Files and Write Your Emails!In a world increasingly driven by automation, businesses face a familiar hurdle: how to efficiently use AI to work with documents stored locally across various departments. If you’ve ever wished […] The post Webinar: Let Copilot Studio Agents Securely Read Your Files and Write Your Emails! appeared first on CRM... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 15, 2025 - 11:31 am
- Video3 Ways to Optimize Your Dynamics 365 Sales CycleHow Your Dynamics 365 Sales Cycle Impacts Business Performance and Profitability Prolonged sales cycles can lead to increased costs, reduced cash flow, and missed opportunities. On the other hand, a […] The post 3 Ways to Optimize Your Dynamics 365 Sales Cycle appeared first on CRM Software Blog | Dynamics... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 14, 2025 - 5:18 pm
- How To Filter a Dynamic Entity Grid with MutationObserver in Microsoft Power PagesIn Microsoft Power Pages, user interface components such as modals and data grids are loaded after the page has finished rendering. This can be a challenge when you want to […] The post How To Filter a Dynamic Entity Grid with MutationObserver in Microsoft Power Pages appeared first on CRM... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 14, 2025 - 4:08 pm
- VideoWhen CRM Cases Are Too Much: A Custom Approach with Power AppsWhat do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module? In Episode 3 of Not […] The post When CRM Cases Are Too Much: A Custom Approach with Power Apps appeared first on CRM Software... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 13, 2025 - 6:58 pm
- Better Customer Service with Dynamics 365 Contact Center AgentsCustomer expectations are higher than ever. Businesses need smarter ways to deliver fast and accurate support. But many contact centers still struggle with outdated knowledge bases, siloed insights, and rigid […] The post Better Customer Service with Dynamics 365 Contact Center Agents appeared first on CRM Software Blog | Dynamics... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 13, 2025 - 3:25 pm
- Convert More Leads: Using Microsoft Dynamics and Marketing Automation to Personalize Mid-Funnel EngagementOnce a prospect becomes aware of your brand, their journey doesn’t end—it evolves. The consideration stage is when potential customers actively research your product or service, compare you to competitors, […] The post Convert More Leads: Using Microsoft Dynamics and Marketing Automation to Personalize Mid-Funnel Engagement appeared first on CRM... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 12, 2025 - 4:44 pm
- Top 4 Reasons to Integrate QuickBooks Online with Dynamics 365 CRMYou might be running into problems with your sales and accounting data not syncing properly—and it’s causing delays and costly mistakes. You’re definitely not alone. Many businesses face the same […] The post Top 4 Reasons to Integrate QuickBooks Online with Dynamics 365 CRM appeared first on CRM Software Blog... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 12, 2025 - 11:35 am
- CRM For MSPs: Excel - The Silent Killer of Operational Efficiency for MSP ExecutivesFor many Managed Service Providers (MSPs), Excel has long been the go-to tool for managing sales data, tracking quotes, budgeting, and even reporting. It’s flexible, familiar, and seemingly does the […] The post CRM For MSPs: Excel - The Silent Killer of Operational Efficiency for MSP Executives appeared first on... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 12, 2025 - 10:48 am
- VideoHow to Snooze Alerts/Notifications in Dynamics 365 CRM!Ever seen a CRM alert pop up while you were in the middle of something important? Maybe you thought: "I’ll get back to this later." …but then later never came? […] The post How to Snooze Alerts/Notifications in Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 10, 2025 - 7:00 pm
- How Microsoft Dynamics 365 Helped Protech Rebuild Its Field Service Operations from the Ground UpWhen Protech Automotive Solutions decided to overhaul their operations, it wasn’t just about updating software— it was about rethinking how work gets done at scale. With more than 37,000 service […] The post How Microsoft Dynamics 365 Helped Protech Rebuild Its Field Service Operations from the Ground Up appeared first... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 9, 2025 - 1:16 pm
- CRM Shouldn’t Suck: Your CRM Shouldn’t Be a Data Hoarder—Here’s How to Keep It Clean (and Actually Useful)Your CRM isn’t supposed to be a digital junk drawer. So why does it look like one? We’ve all been there: You log into your CRM and instantly regret it. […] The post CRM Shouldn’t Suck: Your CRM Shouldn’t Be a Data Hoarder—Here’s How to Keep It Clean (and Actually... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 9, 2025 - 12:49 pm
- DynamicsCon 2025 - Talk the AI Talk: Closing the Curiosity Gap in Sales & MarketingAs DynamicsCon 2025 approaches, we are excited to share that Jeff Ney, President of New Dynamic, will be joining Marketing Copilot CEO and Microsoft MVP in AI, Marie Wiese, for […] The post DynamicsCon 2025 - Talk the AI Talk: Closing the Curiosity Gap in Sales & Marketing appeared first... Read more »Source: CRM Software Blog | Dynamics 365 | Published: May 8, 2025 - 8:02 pm
CRM Software Blog | Dynamics 365
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- CX Day: Better Outcomes for EveryoneCX Day is a highlight of the year, celebrating customers, CX professionals, and CX outcomes. It’s always the first Tuesday of October. This year’s theme is: Why this theme? According to the Customer Experience Professionals Association (cxpa.org/get-involved/cxday): To explore and highlight credible proof of business impact. Real-world return on investment:... Read more »Source: Lynn Hunsaker – CustomerThink | Published: September 25, 2024 - 8:59 pm
- CX ROI Metrics Roadmap TimelineYour CX ROI metrics roadmap is a cause-and-effect sequence that multiplies growth. All customer experience metrics used today are lagging indicators of growth. You’re measuring what already happened with customers. Therefore, it’s lagging. Leading indicators are what you are doing that causes the lagging indicator. A leading indicator shows what... Read more »Source: Lynn Hunsaker – CustomerThink | Published: September 18, 2024 - 8:46 pm
- 24 Ways 2024 Customer Experience is Smarter: CX Strategy (Part 4 of 4)CX strategy is smarter in 2024 due to several new discoveries I talked about last year. You may have adopted these since then, or they may be new to you. Going forward, our customer experience profession can increase value and maturity by embracing these 9 strategy truths, in addition to... Read more »Source: Lynn Hunsaker – CustomerThink | Published: September 5, 2024 - 9:45 pm
- CX ROI Handbook: Connecting Business Outcomes and Customer OutcomesCustomer outcomes never differ from business outcomes, and vice versa. Customer outcomes are why your business exists. — Providing value for their needs. — Their funding fueling your life. — Their preference is your growth. — Their expansion fueling investors. — Their responses guiding your strategies. How you run your... Read more »Source: Lynn Hunsaker – CustomerThink | Published: August 8, 2024 - 5:24 pm
- CX ROI Handbook: Connecting Customer Experience and Employee Experience ROIWhat is the employee experience and customer experience ROI connection? Let’s take a look at all the players and definitions. Business value is: — Created primarily by ALL non-customer-facing employees and suppliers. — Communicated by Marketing and Sales employees. — Fulfilled by Operations and Service Delivery employees and partners. —... Read more »Source: Lynn Hunsaker – CustomerThink | Published: June 11, 2024 - 5:44 pm
- Customer Experience ROI Handbook: Proving CX Value to ExecutivesYour Customer Experience ROI Handbook started with “What is CX ROI?” (return on investment) and continues here with “Proving CX Value” in chapter two of this five-part series. To recap: Customer Experience ROI is value gained by customers plus value gained from customers. “Value gained” means a change happened: —... Read more »Source: Lynn Hunsaker – CustomerThink | Published: April 25, 2024 - 11:07 pm
- 24 Ways 2024 Customer Experience is Smarter: CX = EX (Part 3 of 4)Employee experience (EX) goes hand-in-hand with customer experience (CX). It’s like the chicken and the egg: which comes first? Neither. Both rely upon one another for existence. EX and CX are immature fields of practice. That’s true in every industry and nation. We’re still learning and correcting inaccurate assumptions: How... Read more »Source: Lynn Hunsaker – CustomerThink | Published: March 7, 2024 - 8:55 pm
- Customer Experience ROI Handbook: What is CX ROI?What is Customer Experience ROI? This is a question with a hundred different answers, inaccurately. It’s not that complicated, but CX ROI advice is typically based on: — Inside-out viewpoints rather than outside-in perspectives. — A portion of customer experience management (selling, referrals, service, etc.). Let’s get clear definitions for... Read more »Source: Lynn Hunsaker – CustomerThink | Published: February 4, 2024 - 8:33 pm
- 24 Ways 2024 Customer Experience is Smarter: CX Metrics (Part 2 of 4)CX Metrics are a big part of new CX wisdom for 2024. In the past year, at least 24 new discoveries were made in the immature field of Customer Experience Management (CXM). As I write and talk about CX (Customer Experience), CS (Customer Service and Customer Success), and CXM, I... Read more »Source: Lynn Hunsaker – CustomerThink | Published: February 2, 2024 - 12:29 am
- 24 Ways 2024 Customer Experience is Smarter: CX Value (Part 1)What do you know today that was unknown to everyone a year ago? In an immature field like Customer Experience Management, there are plenty of new things to discover! When I’m writing, presenting, teaching, and discussing customer experience (CX), I often realize a new CX truth. Here is the first... Read more »Source: Lynn Hunsaker – CustomerThink | Published: January 20, 2024 - 6:52 pm
- What’s Your Insights Utilization Rate? 24 Ways to Boost 2024 CX ROIWhen you visit the NASA museum, you see extensive data usage guiding stellar results, admirable safety performance. and earth-shattering discoveries. DATA. It guides smarter choices, spurs course corrections, inspires fresh thinking, and proves value. In customer experience, how well are we using data? Could we use it better to achieve... Read more »Source: Lynn Hunsaker – CustomerThink | Published: January 8, 2024 - 5:47 am
- How 4 CX Metrics Drive 20 Growth MetricsConcentrate on just 4 CX metrics and you’ll see greater progress in more than 20 growth metrics. Precedents for this approach include fitness, student performance, and most things in life. For example, in fitness, instead of miracle pills or constant weighing or Spanx®, it’s best to focus on calories eaten,... Read more »Source: Lynn Hunsaker – CustomerThink | Published: December 8, 2023 - 6:56 pm
- 24 CX ROI Metrics for Your Chief Customer Officer Prosperity PlaybookCustomers’ prosperity is your path to prosperity. For your solutions serving their needs, their funding serves the needs of employees, partners, and investors. Inversely, customers’ hardships (lack of prosperity) are extra costs for you, either to resolve their issues or to expand sales with new customers. As two sides of... Read more »Source: Lynn Hunsaker – CustomerThink | Published: November 23, 2023 - 3:54 am
- How to Quantify CX ROIQuantifying CX ROI has been a top challenge, but it’s amazingly simple when you take the right approach. Imagine a CX issue that is chronically at the top of every CX report in Service, surveys, churn, and so on. [This example uses small numbers for Service, such as a small... Read more »Source: Lynn Hunsaker – CustomerThink | Published: November 7, 2023 - 5:55 am
- How to Thrill Investors with Your Chief Customer Officer Leadership PlaybookEveryone believes employee experience (EX) and customer experience (CX) are symbiotic: one affects the other continually. Hmmm . . . Is this how your CEO has setup the senior leadership team? Does the Chief Customer Officer coordinate employee experience with customer experience? Does your Chief Human Resources Officer coordinate customer... Read more »Source: Lynn Hunsaker – CustomerThink | Published: September 19, 2023 - 6:46 pm
Lynn Hunsaker – CustomerThink
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- Marketing with Empathy: How to Build Customer Trust and LoyaltyMarketing isn’t about leads... it’s about trust. Learn how empathy-driven marketing builds customer loyalty, strengthens relationships, and drives real impact.... Read more »Source: markempa | Published: March 25, 2025 - 12:31 pm
- Why More Leads Won’t Fix Your Revenue Problem (And What Will)Stop for a moment and think about this… When was the last time your sales team celebrated a marketing lead? (I’ll wait…) Here’s something I’ve noticed: It’s fascinating that while we’ve dedicated the last decade to marketing and sales technology, we’ve somehow overlooked the humans behind the numbers. Today’s reality... Read more »Source: markempa | Published: December 18, 2024 - 4:50 pm
- The Real Cost of a Broken Demand Engine (And Why it’s Not Your Team’s Fault)Stop me if this sounds familiar… Your marketing team is churning out content. Your sales team is grinding through calls. Your tech stack is packed with the best tools. And yet… something’s not clicking. Here’s something to consider: The real problem isn’t your sales or marketing team’s effort or creativity.... Read more »Source: markempa | Published: December 17, 2024 - 8:14 am
- Why Most Companies Get Their Ideal Customer Profile Wrong (And How to Fix It)Keeping up with an ever changing market requires that you also establish and update the profile of your ideal business prospect. Read more to learn five steps you can use to create and maintain an ideal customer profile system in your organization.... Read more »Source: markempa | Published: December 4, 2024 - 9:01 am
- Building an Effective ABM Lead List: Precision Beats VolumeA broad list of generic leads won’t cut when targeting high-value accounts. For account-based marketing (ABM) to succeed, you need a highly targeted list based on your Ideal Customer Profile (ICP). Think of it as a curated collection of potential accounts likely to convert rather than a generic pile of... Read more »Source: markempa | Published: November 14, 2024 - 9:04 pm
- The Empathy Paradox: Why Even Customer-Centric Marketers Fail at Understanding CustomersNo one will ever say “we don't focus on the customer. Learn why (even empathetic) marketers fail at customer empathy and how to fix it immediately... Read more »Source: markempa | Published: November 8, 2024 - 5:42 pm
- What CEOs Want from B2B Marketing: The Metrics That Actually Matter in 2025Find out the 6 most important marketing metrics that CEOs love along with tips and resources to calculate these vital KPIs right now... Read more »Source: markempa | Published: November 7, 2024 - 5:04 pm
- Transform Your Lead Management: A Customer-Centric Approach to Higher Conversion RatesTransform your lead management process and boost conversion rates with our proven 5-step framework. Learn how top B2B companies align sales and marketing to maximize revenue.... Read more »Source: markempa | Published: November 5, 2024 - 3:43 pm
- Email Marketing: 3 lead nurture paths you should automateMarketing automation can help you manage lead nurturing in a complex marketplace. Read on for three lead nurture paths you can automate to aid your B2B marketing efforts.... Read more »Source: markempa | Published: June 23, 2024 - 8:01 am
- The Essential Traits of Successful Sales Development Representatives (SDRs)During a recent B2B Roundtable Webinar about sales development, someone asked me, “What should I look for in an SDR?” After helping hire and train hundreds of sales development representatives, I’ve learned that the answer isn’t as straightforward as most people think. Let me share what I’ve discovered makes the... Read more »Source: markempa | Published: June 3, 2024 - 2:16 am
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- Unlocking the Power of AI in FP&AHugh Cumming In the world of FP&A, the promise of ML and AI is accelerating change for professionals Dynamics 365Business CentralDynamics GPDynamics NAVMSDW AudioAccountingBI and ReportingFinancial Management... Read more »Source: Microsoft Dynamics News | Published: September 26, 2023 - 4:00 am
- From the Microsoft Dynamics 365 CRM Blogs: Workflows; Sales sequences; RenderTemplate request; SSRS reportMSDW Reporter A selection of the latest insights from the Dynamics 365 CRM blogs Dynamics 365Customer EngagementDynamics CRMMSDW AudioSales & Marketing... Read more »Source: Microsoft Dynamics News | Published: September 24, 2023 - 4:00 am
- From the Microsoft Dynamics 365 Business Central blogs: SecretText; Account schedules; Power BI integration; Item returnsMSDW Reporter A selection of the latest insights from the Dynamics 365 Business Central blogs Dynamics 365Business CentralDynamics NAVMSDW AudioBI and ReportingSales Order ProcessingSecurity... Read more »Source: Microsoft Dynamics News | Published: September 24, 2023 - 4:00 am
- Microsoft Dynamics Partner Roundup: Payment integration: Industry alliance; Engagement letters; Learner engagementMSDW Reporter A selection of announcements from the Dynamics partner channel Dynamics 365Customer EngagementBusiness CentralFinance and OperationsMSDW AudioEducationFinancial ServicesLife SciencesManufacturingAccountingBusiness Process MgmtDocument AutomationFinancial ManagementManufacturing... Read more »Source: Microsoft Dynamics News | Published: September 22, 2023 - 4:00 am
- Event Preview: D365 Tech Connect welcomes Dynamics developers, admins, and SMEsJason Gumpert The annual D365 technical event from Ellipse Solutions returns to Dayton, Ohio this November Dynamics 365Customer EngagementFinance and OperationsDynamics AXDynamics CRMPower platformMSDW Audio... Read more »Source: Microsoft Dynamics News | Published: September 22, 2023 - 4:00 am
- Directions EMEA 2023 Preview: A connected ecosystem to meet in LyonJason Gumpert The event has surpassed its pre-pandemic levels with new participants and new perspectives Dynamics 365Business CentralDynamics NAVPower platformDirections EMEA 2023MSDW Audio... Read more »Source: Microsoft Dynamics News | Published: September 22, 2023 - 4:00 am
- Azure Updates: HDInsight; Generative AI; VM imagesMSCN Reporter The latest Azure updates AzureAI and Machine LearningComputeDatabasesDevelopmentIntegrationSecurity... Read more »Source: Microsoft Dynamics News | Published: September 21, 2023 - 4:00 am
- From the Microsoft Dynamics 365 Finance and Operations Blogs: Data entity metadata; Vendor evaluation; Quality management; Feature management featuresMSDW Reporter A selection of the latest insights from the Dynamics 365 Finance and Operations blogs Dynamics 365Finance and OperationsDynamics AXMSDW AudioData Management... Read more »Source: Microsoft Dynamics News | Published: September 18, 2023 - 4:00 am
- Key Features in a Microsoft Dynamics 365 CRM User Action Monitoring SolutionSam Kumar 4 features that a user action monitoring app for D365 CRM should provide, from activity tracking to data quality and beyond Dynamics 365Customer EngagementDynamics CRMMSDW AudioCustomer Experience (CX)Customer Relationship MgmtData ManagementUser AdoptionUser Management... Read more »Source: Microsoft Dynamics News | Published: September 18, 2023 - 4:00 am
- From the Microsoft Dynamics GP Blogs: Bank reconciliation; Version checks & upgrades; Canadian payroll changesMSDW Reporter A selection of the latest insights from the Dynamics GP blogs Dynamics GPMSDW AudioBankingFinancial ManagementPayroll Processing... Read more »Source: Microsoft Dynamics News | Published: September 15, 2023 - 4:00 am
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- New CX Journey Inc. Website Launching!Image courtesy of PixabayCX Journey Inc.'s site is growing up! I'm so excited to have a new site going live this week! I'm sharing this note as a blog post as it will be my last post on what is currently www.cx-journey.com. A couple of things to note:This site will... Read more »Source: CX Journey™ | Published: June 27, 2019 - 1:58 am
- Agile Working in Practice: More Tips to Help Analytics Teams TransitionImage courtesy of PixabayToday I'm pleased to share another guest post by Paul Laughlin. This post originally appeared on Paul's site on March 9, 2019.This is the second in two-part series from Paul about agile working. Find the first post in the series here.In my first post on how to... Read more »Source: CX Journey™ | Published: June 25, 2019 - 6:33 pm
- Agile Working for Analytics Teams Needs a Culture ChangeImage courtesy of PixabayToday I'm pleased to share a guest post by Paul Laughlin. This post originally appeared on Paul's site on February 21, 2019.The term Agile working is being used within more and more businesses. Although loosely defined, it generally refers to a more flexible and pacey way of... Read more »Source: CX Journey™ | Published: June 20, 2019 - 7:00 pm
- Is Your Own Management Stalling Your Customer Experience Transformation?Image courtesy of PixabayI originally wrote today's post for Forbes. It appeared on the Forbes site on November 14, 2018. I've made some slight modifications since then, as it turned into a two-part series. This is the second in that series; the first part can be found here.In this follow-up... Read more »Source: CX Journey™ | Published: June 17, 2019 - 5:43 pm
- The Secret Sauce to Achieve Outcomes with Journey MappingIn today's post, I reveal the secret sauce for journey mapping success. Are you ready?There's a lot of bad press out there about journey mapping. And there's a lot of bad journey mapping (or what people think is journey mapping). A few months ago, I shared my six-step journey mapping... Read more »Source: CX Journey™ | Published: June 12, 2019 - 8:49 pm
- Exposure is What You Die from in the DesertIf you're a speaker, thinking about becoming a speaker, an event organizer, or considering hosting an event in the near future, you'll definitely want to read this. And even if you're none of the above, please continue reading. And feel free to share this whitepaper with anyone you believe will... Read more »Source: CX Journey™ | Published: June 10, 2019 - 6:04 pm
- Has Your #CX Transformation Stalled?Image courtesy of PixabayI originally wrote today's post for Forbes. It appeared on the Forbes site on October 18, 2018. I've made some slight modifications since then, as it turned into a two-part series.The good news is that you've embarked on a customer experience transformation journey. The bad news is... Read more »Source: CX Journey™ | Published: June 5, 2019 - 7:03 pm
- On Becoming People-CentricThis is a modified version of a post I originally wrote for CallidusCloud. It appeared on their blog on June 14, 2018.If you want to move beyond cosmetic changes and lip service to real changes in both the employee experience and the customer experience, the first thing you have to... Read more »Source: CX Journey™ | Published: May 29, 2019 - 6:10 pm
- CX Journey™ Musings: On Means and Outcomes...Image courtesy of PixabayDo you know the difference between means and outcomes? Between the journey and the destination?I know. I know. Those are silly questions to ask.Of course everyone knows the difference between means and outcomes. Of course everyone knows the difference between the means to an end and the... Read more »Source: CX Journey™ | Published: May 22, 2019 - 7:38 pm
- Leaders Need to Show, Not Just SayImage courtesy of PixabayHow do leaders drive (lasting) change?Last week, I enjoyed spending a few days in Vegas, speaking and networking at Fiserv's annual client Forum. The keynote on the second day of the event was Troy Aikman, who was interviewed by Fiserv's CEO Jeff Yabuki about sports, of course,... Read more »Source: CX Journey™ | Published: May 15, 2019 - 6:25 pm
- Focus on the People and the Numbers Will ComeImage courtesy of PixabayI originally wrote today's post for CallidusCloud. It appeared on their blog on July 12, 2018. When companies focus on people, their people - employees first, then customers - the numbers will come.This is a tough concept for a lot of executives to grasp. They know the... Read more »Source: CX Journey™ | Published: May 8, 2019 - 8:39 pm
- You Aren't Journey MappingI hate to tell you this, but you're just not.*I've been doing a bit of speaking lately, either about journey mapping or with journey mapping as a piece of the talk, and I've learned a lot - or, rather, confirmed a lot. Namely, you might think you're journey mapping; you... Read more »Source: CX Journey™ | Published: May 1, 2019 - 6:17 pm
- Prioritizing Your #CX Improvement InitiativesImage courtesy of PixabayI originally wrote today's post for CallidusCloud. It appeared on their blog on April 13, 2018.How do you prioritize your CX improvement initiatives?You've listened to customers. You've mapped their journeys. And you've identified a lot of improvement areas that would make the experience light years better for... Read more »Source: CX Journey™ | Published: April 24, 2019 - 9:28 pm
- 10 More All-Too-Common VoC Program Mistakes - Part 2Image courtesy of PixabayThis is the second of a two-part series on common VoC program mistakes.In case you missed the first post in this series, you can find it here.Note that I haven't prioritized or categorized these mistakes, but take a close look at each one to ensure you're not... Read more »Source: CX Journey™ | Published: April 17, 2019 - 6:11 pm
- 10 All-Too-Common VoC Program Mistakes - Part 1Image courtesy of PixabayI originally wrote today's post for CallidusCloud; it appeared on their blog on October 1, 2018.As I sat down to write this month's post, I reflected on several conversations I had this week that were tied together with a common thread: common VoC program mistakes. I started... Read more »Source: CX Journey™ | Published: April 10, 2019 - 6:17 pm
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- Does Creatio create a new future for enterprise software?The news I had the pleasure of spending two days at the Creatio NoCode Days in the Ritz-Carlton in Orlando, together with customers, partners and some fellow analysts to learn about what is new and to generally learn more about Creatio itself. The event itself showed a very vibrant community... Read more »Source: Blog Archives - Epikonic | Published: May 16, 2025 - 9:46 pm
- AI killed the Platform Star – or didn’t it?Do you remember the uproar that Microsoft CEO Satya Nadella recently created about the death of SaaS? Although this is obviously some hyperbolic BS, there is a grain of truth in there. Not the death of a business model, but something that is hidden somewhat deeper. It is about the... Read more »Source: Blog Archives - Epikonic | Published: April 18, 2025 - 10:21 pm
- Nimble goes MarketingThe news On April 3, 2025, Nimble introduced e-mail marketing capabilities including a template editor to power scalable campaigns and outreach. This new capability empowers businesses to send unlimited, HTML-powered, and trackable emails, enabling large-scale outreach. This can be used e.g., for newsletters, webinars, product announcements, seasonal promotions, and more... Read more »Source: Blog Archives - Epikonic | Published: April 7, 2025 - 3:00 pm
- You think you can’t achieve 100% CRM adoption? Try this!During ZohoDay2025 I had the pleasure of having a conversation with Udit Pahwa, CIO of Blue Star Ltd. Blue Star is a nearly 80-year-old company, based in India, which is a leader in cooling solutions for both the residential and commercial market. The company offers a variety of cooling products,... Read more »Source: Blog Archives - Epikonic | Published: April 4, 2025 - 2:47 pm
- LLM Showdown: Comparing ChatGPT, Gemini, and Grok for Automated News ResearchThe analyst’s day is full of research. Now, this is the age of AI and AI is here to help, isn’t it? As everyone is talking about copilots and AI agents, why not using the tools at hand to do a little research on research. NB., no one really has... Read more »Source: Blog Archives - Epikonic | Published: March 13, 2025 - 12:22 am
- How to Get From Excel-Mania to Enterprise ReportingZohoDay 2025 offered the possibility for some good conversations with Zoho enterprise customers about their journey with Zoho. Another in-depth conversation I had during this event was with Adrian Castellanos of Selectra. Selectra is a French company that was founded in 2007. It specializes in helping customers, mainly consumers, compare... Read more »Source: Blog Archives - Epikonic | Published: February 24, 2025 - 11:12 pm
- ZohoDay 2025 Brings Enterprise Swagger to the LakeZoho held its annual ZohoDays outside of Austin in the beautiful Horseshoe Bay resort. While this is a good way away from Austin proper, it also gave the opportunity to have long and good conversations with Zoho execs, customers and fellow analysts outside of the conference and meeting rooms. And... Read more »Source: Blog Archives - Epikonic | Published: February 11, 2025 - 9:03 pm
- Sweet Transformation: Inside SugarCRM’s New DirectionFresh from the 2025 SugarCRM Analyst Summit, waiting for my plane home, it is time to sort my thoughts. From Monday, 1/27 evening to Wednesday 1/29 in the morning we had some time jam packed with information and good conversations with SugarCRM execs, customers, and in between analysts. The main... Read more »Source: Blog Archives - Epikonic | Published: January 31, 2025 - 7:35 pm
- SAP belittles its CX chops – and why this is dangerousCloud Wars’ Bob Evans recently did an excellent and very interesting interview with SAP CEO Christian Klein about SAP’s priorities, which include integrating generative AI with SAP Business AI “to address complex business challenges an drive holistic transformation by optimizing processes like quote to cash”. Klein repeatedly referred to end-to-end... Read more »Source: Blog Archives - Epikonic | Published: January 25, 2025 - 11:23 pm
- SaaS or the Rise of the UndeadSaaS is dead! It will be replaced by agentic systems that replace coded business logic by AI agents that autonomously interact to bring said business logic to life, just smarter. Satya Nadella said it – or at least something in these lines, if I believe all the pundits around. His... Read more »Source: Blog Archives - Epikonic | Published: January 8, 2025 - 1:02 am
Blog Archives - Epikonic
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- ERP vs CRM: Understanding the Differences for Your BusinessA high level explanation of what CRM and ERP software does for businesses and the primary differences and benefits of each solution.... Read more »Source: CRM Switch | Published: April 27, 2025 - 2:59 pm
- How CRM Creates Value For Organizations (Aside From The Obvious Ways)Realizing value from CRM beyond its total expenses is crucial. Otherwise, why bother investing in CRM? Loading the Elevenlabs Text to Speech AudioNative Player… Creating additional business value from CRM software in ways other than ‘closing more deals’ means understanding its full scope of potential capabilities. It involves identifying areas within... Read more »Source: CRM Switch | Published: March 21, 2025 - 8:15 pm
- Why Manufacturers Need CRM for Collaboratively Selling Engineered SolutionsDiscover how CRM enhances collaborative selling, streamlining teamwork and boosting sales results with improved communications.... Read more »Source: CRM Switch | Published: February 25, 2025 - 2:32 pm
- CRM Readiness Checklist: How to Prepare Your Organization for SuccessPrepare your organization for CRM success with our readiness checklist. Discover key steps, best practices, and actionable tips to streamline CRM adoption.... Read more »Source: CRM Switch | Published: February 8, 2025 - 5:24 pm
- Protecting Corporate Memory with CRM SoftwareCorporate memory is the foundation of any business. It holds the critical knowledge, history, and experience that shape relationships with customers, suppliers, and partners. Unfortunately, key details like contacts, customer preferences, deal histories, and internal processes often live in employees’ minds, emails, and scattered documents. Through my digital transformation consulting... Read more »Source: CRM Switch | Published: February 4, 2025 - 10:39 pm
- 7 Reasons Why Companies Are Switching CRM SoftwareCRM software should drive business growth, streamline workflows, and provide valuable insights. However, many organizations’ current CRM fails to deliver. This shortfall often leads to inefficiencies, missed opportunities, and frustration across teams.... Read more »Source: CRM Switch | Published: November 26, 2024 - 10:31 pm
- Salesforce vs. HubSpot: The High Level DifferencesMany organizations that go through a Customer Relationship Management (CRM) selection process include Salesforce and HubSpot on their vendor shortlists.... Read more »Source: CRM Switch | Published: October 31, 2024 - 2:52 pm
- The Project Management Office (PMO)A Project Management Office (PMO) standardizes project intake and execution, enabling organizations to concentrate on high-value initiatives and laying the foundation for successful project delivery. What Can a PMO Do for You? A PMO serves as a service provider that gives stakeholders confidence and assurance in their project control. Capability... Read more »Source: CRM Switch | Published: July 29, 2024 - 9:46 pm
- Why You Want an Independent Technology AdvisorYou know your company needs a technology facelift, but choosing the right software for your business feels like navigating a maze. With a multitude of options available, the guidance of a technology consultant becomes invaluable. However, not all consultants are created equal. This blog post explores the significance of independent... Read more »Source: CRM Switch | Published: July 11, 2024 - 1:10 pm
- Digital Sales Rooms: The Promise and The ChallengeA Digital Sales Room (DSR) is a microsite where a salesperson can share timely and relevant digital assets — personalized videos, presentations, and product brochures — with specific prospects and customers. For some vendors, DSR is the core offering; for others, it’s a subset of a broader sales enablement offering.... Read more »Source: CRM Switch | Published: March 18, 2024 - 4:20 pm
- VideoUsing Video for Sales to Engage Prospects and CustomersVideo is an under-utilized selling tool. A well-crafted salesperson-generated video can educate and engage a prospect or customer more effectively than a text email. The video-selling platform vendors have been espousing this for years. Unlike a phone call or an online meeting, video communication is asynchronous, meaning that content can... Read more »Source: CRM Switch | Published: March 3, 2024 - 2:19 pm
- Why You Need a CRM Usage PolicyDoes your company need a CRM Usage Policy? The answer is unequivocally ‘Yes.’ Unless you operate as a small entity where daily close-knit interactions are the norm, a CRM Usage policy can save you from many headaches. The Outcomes You Want to Avoid When implementing a Customer Relationship Management (CRM)... Read more »Source: CRM Switch | Published: February 28, 2024 - 8:17 pm
- The Types of CRM Consulting Roles: What You Need to KnowCRM consulting is often regarded as a monolithic service. However, it is more than one thing delivered by one person. Implementing a customer relationship management system is a complex process that requires many levels of planning, focus, and execution. It also involves a variety of internal and external skill sets... Read more »Source: CRM Switch | Published: February 22, 2024 - 3:19 pm
- Applying the IKEA Effect to Your CRM ProjectThe IKEA Effect can positively impact the success of your CRM project. This post will teach you about the effect and how it applies to business software projects. It’s not advisable to spring the following on certain long-time or influential employees: “We’ve implemented a new CRM system. Your login will... Read more »Source: CRM Switch | Published: February 14, 2024 - 3:26 pm
- A CRM-Supported Process: From Awareness to Loyal CustomerA mental framework of a CRM process can help guide your CRM planning efforts. Thinking in terms of processes can lead to better technology decisions. One dictionary definition of a process is “a series of actions or steps taken to achieve a particular end.” There are multiple viewpoints regarding what... Read more »Source: CRM Switch | Published: January 21, 2024 - 3:17 pm
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- ● This Lenovo ThinkPad is my top pick for remote work - and it's nearly 50% off nowLenovo's 12th-generation ThinkPad X1 Carbon refines its design with a host of improvements, resulting in a thoughtful and well-optimized device.... Read more »Source: Latest news | Published: May 17, 2025 - 2:00 pm
- ● Sony WH-1000XM6 vs. Bose QuietComfort Ultra: I compared to flagship headphonesLooking for the best noise-canceling headphones? The Sony WH-1000XM6 and Bose QuietComfort Ultra are your top two options.... Read more »Source: Latest news | Published: May 17, 2025 - 2:00 pm
- ● I invested in this 3-in-1 robot vacuum, and it's paying off for my homeEufy features the cheapest robot vacuum combination this year, with a handheld unit built into the robot's body instead of the dock.... Read more »Source: Latest news | Published: May 17, 2025 - 1:30 pm
- ● My new favorite iPhone portable charger has a magnetic superpower - and it's cheapFinally, a portable power bank that's easy to carry, charges well, and competitively priced.... Read more »Source: Latest news | Published: May 17, 2025 - 11:30 am
- ● I've tested the Meta Ray-Bans for months, and these 5 features still amaze meI fully committed to Meta Ray-Bans - and I don't regret it.... Read more »Source: Latest news | Published: May 17, 2025 - 11:30 am
- ● This is the best space-saving smart heater I've ever used - and now it's on saleThe Dreo Smart Wall Heater did a great job keeping my family warm all winter and spring. It's efficient, affordable, and now it's even cheaper.... Read more »Source: Latest news | Published: May 17, 2025 - 11:12 am
- ● iOS 19 may give your iPhone a big battery life upgrade - without you needing to do a thingSick of your phone running out of juice? A new AI feature is reportedly on the way to help your iPhone conserve battery instead of draining it fast.... Read more »Source: Latest news | Published: May 17, 2025 - 11:00 am
- ● Should you buy the viral $350 tri-fold projector? My buying advice after a week of testingThe Aurzen Zip Tri-Fold projector could set a new standard for ultraportability - if it nails a few key aspects.... Read more »Source: Latest news | Published: May 17, 2025 - 10:30 am
- ● Apple Watch sees its second year of shipment declines - here's the possible culpritPlus, Acer joins the smart ring race, and Garmin announces a new lineup of its Forerunner series.... Read more »Source: Latest news | Published: May 17, 2025 - 10:00 am
- ● 4 gadgets I never forget to bring to the beach - and why they make such a big differenceGoing to the beach for Memorial Day weekend? I bring these items with me in my beach bag - and you should too.... Read more »Source: Latest news | Published: May 17, 2025 - 10:00 am
- Sony WH-1000XM6 vs WH-1000XM5: Should you upgrade to the newest headphones?Should you opt for Sony's tried-and-true headphones or go for the brand's newest model? Here's my advice.... Read more »Source: Latest news | Published: May 16, 2025 - 11:00 pm
- My top 5 picks for the best Memorial Day phone deals so far: Apple, Samsung, and moreThe best phone deals strike a balance of value and performance. These picks are sure to please any holiday week shopper.... Read more »Source: Latest news | Published: May 16, 2025 - 8:37 pm
- This smart ring is half the price of Oura Ring 4 and has no subscriptions - here's how it competesThe budget-friendly RingConn Gen 2 Air delivers impressive health-tracking features that compete with top-tier rivals.... Read more »Source: Latest news | Published: May 16, 2025 - 7:45 pm
- I highly recommend shopping these early health tracker Memorial Day dealsMemorial Day is next weekend, but savings on fitness and health trackers are live now. These are the deals I recommend the most.... Read more »Source: Latest news | Published: May 16, 2025 - 7:30 pm
- The most reliable smart lock I've tested just hit one of its lowest prices everThe Aqara U100 is a great choice for Apple users and anyone in the market for a smart lock, especially with this huge discount.... Read more »Source: Latest news | Published: May 16, 2025 - 7:09 pm
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