How Do You Move From Fragmented to Autonomous Customer Engagement? AI promises a step-change in how companies attract, win, and grow customer relationships. But in practice, many initiatives stall because teams focus on tools before foundations—treating AI like a...
Service teams use multiple tools daily, yet struggle to deliver the responsive experiences customers expect. When your customer service agents can't find the right information in time or lack visibility into customer history, you have to deal with longer resolution...
Implementing Dynamics 365 across your sales, marketing, and service teams is supposed to change how your business operates. However, many organizations struggle in the first 90 days as most features go unused and workflows get cobbled together. Some teams even go back...
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...
You just invested thousands in Dynamics 365 Customer Insights. Your team logs in, stares at the dashboard, and has no idea where to start. Sound familiar? Most companies skip proper training and wonder why their expensive platform sits unused. The software works fine....
Buying a CRM doesn't always mean your team will use it. Most sales reps resist adopting new software because they see it as extra work rather than a helpful tool. That resistance kills even the best implementations. The difference between success and failure comes...
In this episode of The Hot Seat Podcast, Coffee + Dunn joins host Marie Wiese for an insightful discussion on the rapidly changing Sales and Marketing landscape in 2026. We share practical perspectives on where organizations are struggling, where they’re innovating,...
Most Dynamics 365 implementations fail because of one thing: people don't know how to use the system. You can have the best technology in the world, but if your team can't work with it, you've wasted your investment. A solid Dynamics 365 training plan fixes this. It...
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...
You just spent months setting up Dynamics 365. Everything looks perfect. Then launch day hits and your team barely uses it. Does this sound familiar? Most companies put all their energy into getting the system configured right. They forget the most important part:...