What Should You Expect from an Opportunity & Quote Solution?

Does your company have a complex inventory model with product and service dependencies that have corresponding business rules, dependencies or other characteristics that are challenging to remember or change?  Do your Opportunities, Quotes and Orders require your users to add several products and / or services from product inventory?  If so, I highly recommend that…

Have You Been CRMGamified?

Everyone I spoke with had a great time at Convergence 2013 but there was one booth I visited where people got an extra dose.  Let’s find out what all the buzz was about from the one and only Pablo Peralto.     Now is is time for YOU to get CRMGamified and join in the…

Is Expedite in Your Future?

During Convergence I was able to steal some time to conduct a few quick video chats with some of the Microsoft Dynamics Partners and Customers.  One of the chats I had was with Chris Wilson from TCC Software Solutions regarding a new and exciting product called Expedite. There are some pretty cool things about Expedite…

What are Richard Knudson, Matt Wittemann, and John Gravely doing next week?

What do you get when you bring together two really smart Microsoft Dynamics MVP’s and one awesome Marketing Automation solution?  You get the right ingredients for a lively and enlightening discussion on how to effectively leverage marketing automation in the Microsoft Dynamics CRM application. If you have a desire or need to learn about how…