A Deep Dive into Connected Field Service
Today’s service teams are faced with increased demand, advancing technology, and an ever-evolving workforce. In order to remain competitive, streamlining your service operations is a [...]
Return to Work Solutions for Capital Markets: Why the Microsoft Power Platform Is Better Than Point Solutions
It’s an understatement to say 2020 has been a year of moving targets and the unexpected. Making plans, defining strategies, and setting budgets (not to [...]
Salesforce Couldn’t Handle This Financial Services Firm’s Unique Requirements—So They Replaced It with Microsoft Dynamics 365 CRM and a Power App
We’ve been designing and implementing technology solutions for financial services firms for many years, but we still encounter unique challenges that can’t be addressed by [...]
How COVID-19 Caused Record Breaking Sales for a Company…and Then Brought It to Its Knees: A Tragic Lesson in Business Continuity Planning
With the COVID-19 pandemic, business continuity is top of mind. But when we think of “business continuity,” we relate it to how we prepare to [...]
3 Reasons Why the COVID-19 Era is the Best Time to Move Forward with Your CRM Software Project
"Bear market"…"Biggest drop since the Great Depression”…"Unemployment at 35%”…"$2 Trillion added to national debt”… these are real excerpts from my news feed this week. It’s [...]
Mind the Gap: How Financial Services Firms are Using the Microsoft Power Platform to Accelerate CRM Initiatives…Including Salesforce Examples
If you’ve ever been on the Tube (subway) in London, you’ve probably noticed as you’re entering or exiting the train a voice overhead saying—very congenially—“Mind [...]
Leading Online Weather and News Provider Tames Legal Document Management Process with the Microsoft Power Platform
If you've ever looked online for weather information, chances are you've gone to one of two sources. (I won't mention the other here). With offices [...]
The Microsoft Power Platform is Helping this Bank Build a Loyal Customer Base and is Paving the Way to a Digital Transformation
A large regional bank recently brought on a new CTO, and, as is often the case, he walked into a bit of a mess: old, [...]
LinkedIn Sales Navigator: 3 Reasons Why It’s a Great Sales Tool
When I mention LinkedIn Sales Navigator to clients or prospects, some responses I get are that they are unfamiliar with the tool or that this [...]
Non-Profit Empowers Staff in the Field with a Custom Mobile Document Uploader, Built with the Microsoft Power Platform
LifeWorks works to help more than 4,000 youth and families, many who are facing life’s most difficult challenges, including homelessness, trauma, and abuse, find a [...]
How a Global Asset Manager is using the Microsoft Power Platform as Rocket Fuel for Dynamics 365 to Double Sales Growth
Just because your firm is successful doesn't mean there's no room to grow. That's what the Senior VP of Sales and Marketing Technology of a [...]
A Small Technology Issue Can Become a Big Business Problem: The Microsoft Power Platform Bridges a Gap in Salesforce for a Financial Services Firm
Successful financial services firms are successful for a reason: their salespeople (account managers, portfolio managers, and the like) work very hard to attract clients and [...]
When There’s a Critical Piece Missing from Your Salesforce Solution and Replacing It is NOT an Option: How a Global Asset Management Firm Did It with the Microsoft Power Platform
What happens when the software you depend on for so many business-critical functions can’t address a crucial need? You might think your only options are: [...]
Your Field Service Organization: Moving from Cost Center to Profit Center
Your field service personnel provide an essential service to your customers and are therefore vital to your company’s growth and customer satisfaction. But for many [...]
How Asset Management Firms Can Gain a Competitive Edge with Data Sets and Advanced Analytics
Successful asset management firms are increasingly leveraging alternative data, or data sets, to provide an informational edge over their competitors. As these firms increase the [...]