by Peter Wolf | Jan 23, 2024 | launchpad, Microsoft Dynamics 365
Moving too fast with your CRM can actually slow you down in the long run. With 40 to 70% of CRM projects failing, you don’t want all of your time and effort wasted by not taking the best approach to your implementation. Spending over a year on a solution that...
by Peter Wolf | Jan 17, 2024 | launchpad, Microsoft Dynamics 365
As a small or medium-sized business, managing customer data can be a challenge. You’ve probably found yourself relying on a combination of Outlook, spreadsheets, and even sticky notes to keep track of interactions and important details. This scattered approach makes...
by Peter Wolf | Jan 10, 2024 | launchpad, Microsoft Dynamics 365
Success with CRM doesn’t always require an all-in approach. The “Less is More” strategy ensures successful CRM adoption by focusing on the Minimum Viable Product (MVP) to achieve a faster return on investment, stronger adoption, and keeping budgets small. CRM is...
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...
