You run a small accounting firm. You started as a four-person shop, but over time you’ve grown to a staff of 15. The problem is that your accounting operations haven’t kept pace with your growth. Instead of finding ways to be more efficient, you’re still relying on a mountain of Excel spreadsheets and paper trails […]
You run a small manufacturing business. You know how tough it is to compete in today’s aggressive market—especially when your business is growing so fast that it’s hard to even keep up with the workflow in your own warehouse! You need a solution that will simplify every step of your operations, from creating a customer […]
Does your workday look something like this? You spend countless hours sifting through Excel spreadsheets or switching from one application to another to find the data you need. Eventually, the lost time adds up—but your workflow doesn’t have to be this inefficient. Have you heard about Dynamics 365 Business Central? This enterprise resource planning (ERP) […]
A few weeks ago, I was having a conversation with family members about my job, and the dreaded question came up: “what exactly is Dynamics 365?”. These people had very little IT or business knowledge, so I knew explaining this would be a challenge. I started by telling them about CRM and ERP. The result: people nodding their heads in utter confusion. Then I told them about SaaS software. I mentioned that companies use products like Dynamics 365 to increase productivity. More confusion ensued. After 5 minutes, I gave up and told them I worked in the technology sector. We all agreed this was a sufficient level of understanding and went on with our lives. Then a few days later, I realized what I should have said to them instead of the mumble jumble business jargon.
What is Sales Automation? Business process automation has been around for a long time, and sales is a process that is more balanced when automated. We need to be able to automate manual, repetitive, administrative, and time-consuming tasks our sales team regularly does. Sales automation should allow our sales team to focus on selling and […]