CRM Comparison: Salesforce vs. Microsoft Dynamics 365

On May 15, 2019, Posted by Jay Epperson, In crm consulting, crm mobility, crm vendor selection, Salesforce, software reporting, unity, which crm is best, crm costs, crm selection, crm software, customer relationship managment, IoT, Microsoft Dynamics CRM, microsoft dynamics 365, AI, salesforce einstein, user experience With No Comments

Choose the Right CRM Vendor

Sometimes when you pit two software vendors against each other, there isn’t a clear winner. That’s the case with our match up of Salesforce and Microsoft Dynamics 365 CRM. Both vendors have a strong standing in the CRM marketplace and possess many of the same...

Why Out-of-the-Box CRM Isn't Enough

On April 05, 2019, Posted by Jay Epperson, In CRM, crm consulting, CRM implementation, crm processes, custom CRM, out of the box, Salesforce, crm technology, customer relationship managment, out of the box crm, salesforce out of the box, microsoft dynamics 365 With No Comments

Two Functions Out-of-the-Box CRM Software Can't Do

The key to extracting value from your enterprise software is actually to emphasize the importance of business processes over software functionality. No manufacturer or distributor performs operations exactly alike. Therefore, a CRM system can't...

Why Small to Mid-Size Manufacturers Need CRM

On March 27, 2019, Posted by Jessica Staley, In CRM, crm consulting, crm for manufacturing, CRM implementation, Customer Experience, Microsoft, Power BI, predictive analytics, smb software, improve marketing and sales, Manufacturers, Microsoft Dynamics CRM, microsoft dynamics 365 With No Comments

Microsoft Dynamics 365 for SMB Manufacturers

Manufacturers are always on the lookout for ways to improve their products and supply chains. However, efficiently building quality goods isn’t enough to drive business. If buyers don’t know about your products, how will they be purchased? No matter...

Epicor Insights 2019, Part 3: ERP Integration

On March 27, 2019, Posted by TJ McDowell, In Epicor ERP, Epicor Insights, Epicor Integration, epicor partner, erp integration, Salesforce, unity, erp consulting firm, erp crm integration, hubspot, microsoft dynamics 365, error handling, erp expert, erp marketing automation integration With No Comments

TJ Talks Software Integration

I’ve spent over a decade living and breathing code, ensuring each client gains a simple, elegant solution to drive business improvements. Far and away, the solution that has had the greatest impact on manufacturing and distribution performance is Unity. A...

Top 5 CRM Software Pitfalls

On March 19, 2019, Posted by Paul Arthur, In business process modeling, change management, CRM, crm consulting, CRM implementation, crm pitfalls, crm problems, salesforce, crm fail, CRM training, microsoft dynamics 365, sales team, c-suite With No Comments

Avoid CRM Failure

Epicor Insights 2019, Part 1: Visit the Datix Booth

On March 15, 2019, Posted by Amanda Hagedorn, In CRM implementation, Epicor ERP Software, Epicor Insights, Epicor Integration, epicor partner, Salesforce, systems integration, unity, Epicor 10, erp consulting, erp services, ecommerce, microsoft dynamics 365, backup and recovery, epicor commerce connect, EverSafe, disaster recovery With No Comments

Premier Software Solutions and Services

SMBs: Take Advantage of CRM Software

On February 28, 2019, Posted by Jessica Staley, In cloud crm, cloud security, CRM, crm consulting, Salesforce, smb software, Microsoft Dynamics CRM, microsoft dynamics 365 With No Comments

CRM for Small to Mid-Size Businesses

In a startling report, only one-third of a sample of small to mid-size businesses utilize a customer relationship management (CRM) system. However, this same study found that SMBs spend nearly a quarter of their time manually inputting data, and over half of...

Unlock the Power of AI to Boost B2B Sales

On February 26, 2019, Posted by Paul Arthur, In b2b, b2b crm, costs, crm consulting, Customer centric, Customer Experience, gartner crm, salesforce, unity, crm software, erp crm integration, improve sales, Microsoft Dynamics CRM, microsoft dynamics 365, AI, salesforce einstein With No Comments

AI for B2B Selling

Artificial intelligence (AI) has dominated headlines in recent years. Incredible innovations have made AI a mainstay in various aspects of our lives, particularly at the workplace. With CRM software vendors constantly rolling out new AI developments, the technology has...

How to Choose the Right CRM Consultant

On February 08, 2019, Posted by Candice Evertowski, In business processes, crm consulting, crm software, distribution, manufacturing, out of the box crm, salesforce consulting, salesforce crm, software consulting, microsoft dynamics 365, microsoft dynamics 365 consulting With No Comments

Tips for Finding CRM Experts

Finding a CRM consultant is no light task. The best way to accomplish a successful enterprise software project is through teaming up with experts. They lessen risk, provide deep insight and take the pressure off of your IT team. However, making the wrong choice in...

Enterprise Software Q&A

On January 31, 2019, Posted by Jessica Staley, In crm consulting, Enterprise Software, Epicor ERP, magento, Salesforce, software integration, upgrade, erp consultants, erp consulting firm, implementation, software consulting, software customization, ecommerce, microsoft dynamics 365, erp expert, open forum, questions With No Comments

Ask Us Anything About Our Solutions and Services!

Clients are the lifeblood of any software consulting firm. A consultant’s purpose is to do whatever it takes to fulfill the software needs of businesses. The expertise and solutions of a quality consultant go a long way in helping companies...

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