by Peter Wolf | Jan 23, 2024 | launchpad, Microsoft Dynamics 365
How Slowing Down Helps You Win Faster with CRM If you’re just starting with CRM or switching from another system, the pressure to move fast can be intense. You want results now. More visibility, faster sales, and better performance. And you certainly don’t want...
by Peter Wolf | Jan 17, 2024 | launchpad, Microsoft Dynamics 365
When Is It Time to Look for CRM? Managing customer data through spreadsheets, index cards, or Outlook works—until it doesn’t. It might feel manageable at first, but over time, it slows you down, causes things to slip through the cracks, and eats away at your day. You...
by Peter Wolf | Jan 10, 2024 | launchpad, Microsoft Dynamics 365
Why Most Implementations Fall Apart When you’re just starting with CRM or moving from another system, it’s easy to feel like you need to move fast. You want to get the ball rolling and implement everything on your list right away. But that mindset can derail your...
by Peter Wolf | Dec 15, 2021 | launchpad, Microsoft Dynamics 365, Partners, Sage CRM
Use Workflow, Automation, and Templates to Streamline Operations with CRM Use Workflow, Automation, and Templates to Streamline Operations with CRM How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant...
by Peter Wolf | Nov 17, 2021 | launchpad, Microsoft Dynamics 365, Partners, Sage CRM
Drive More Value with Your CRM by Eliminating the Noise Drive More Value with Your CRM by Eliminating the Noise Is your CRM system helping your account managers to reach their goals? If you are embarking on a new CRM implementation or have had a system for years, some...
