If your marketing team says their campaigns filled your pipeline, but your sales team says the demo sealed the deal, you already know how this disconnect goes. Your customer success team adds another layer, and no one can say for sure which activity produced...
Once your sales team closes a deal, intensive customer success and retention work begins. Someone builds a quote, and another drafts the contract. For many organizations, revenue recognition then happens inside finance but is disconnected from the customer and deal...
Microsoft Dynamics 365 is one of the most capable revenue platforms on the market. It’s also one of the most underutilized. The gap between what Microsoft Dynamics can do and what most organizations actually get from the platform isn’t a technology problem - it’s...
Your organization has made a significant investment in Microsoft Dynamics 365. The implementation team has finished celebrating, the project manager has closed out the cross-functional user story development, and leadership has moved on to the next corporate...
The same conversation occurs in boardrooms across the country each and every quarter. Revenue is flat. Pipeline conversion is sluggish. Customer acquisition costs keep climbing. Inevitably, someone points at the CRM system. "We need a new platform." "Our marketing...