ERP Upgrades – Why They’re as Necessary as a Trip to the Dentist
You go to the dentist pretty much every 6 months, right? Not really because you love it, but because it is an necessary activity that...
View ArticleThe Key to ERP & CRM Peace of Mind
Why do organizations struggle to get their ERP and CRM systems to deliver the results they desired? A quick Google search on “ERP failure” yields...
View ArticleGet Rid of the Monster in the Closet – How to Work With Your Team to Define...
Do you have a run-on project that feels like there’s no light at the end of the tunnel? It is the ‘monster in the closet’....
View ArticleTouch the Hearts of the People You Serve
Why should companies care about giving their customers a good experience? A friend once told me about a cab driver he’d met who had the...
View ArticleUsing Microsoft’s Customer Source for your Dynamics Solution
If you are looking to find training materials, knowledge articles, software upgrades or any other self-support features for your Dynamics solution, then Microsoft’s Customer Source...
View ArticleLean Techniques for Defining CRM Goals
What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line? Is there a specific...
View ArticleThe Importance of Assumptions in Effective Project Management
We all know the old saying about assumptions… “They make an ?!? out of you and me”. As a PM I think assumptions are actually...
View ArticleNPO Deep Dive Part Four: Good to Great in a Culture of Poverty
I have been a professional fundraiser for 19 years and in that time working in four different countries, I have worked in all sorts of...
View ArticlePart Two: Configuring Microsoft Dynamics NAV for PST
Before getting into the details on handling BC’s transition from HST to PST, here is a recap of the four main tables where the settings...
View Article6 Ways Mobile CRM Can Help Your Business
As more and more customers and prospects turn to mobile platforms, the benefits of investing in mobile solutions from a marketing perspective are clear. However, making...
View ArticleBeyond Waterfall: A New Take on ERP Deployment
I’d like to add a Project Manager’s perspective to Elliot’s post, “Losing Site of the Shore: Moving Forward with ERP and CRM.” The process traditionally...
View ArticleHow to Use NAV to Perform PST Self-Assessment
One of the more obscure requirements found in many sales tax jurisdictions is self-assessment. In this post, we’ll look at this topic as it relates...
View ArticleMaking ERP More Affordable for Mid-Market Businesses
A typical refrain I hear from mid-market company executives goes something like this: “Our rapid growth in the past several years has outpaced the ability...
View ArticleMainstream Support for Dynamics CRM 4.0 Has Ended…Should You Be Upgrading?
As of April 2013, mainstream support for Microsoft Dynamics CRM 4.0 has transitioned to extended support mode. As a CRM 4.0 customer, you might be wondering exactly what this...
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