The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP debate....
Many organizations are increasing customer touchpoints to increase visibility and improve customer experiences. Every touchpoint is an opportunity to build personalized experiences and connections that fuel growth. However, if those experiences are fragmented and...
Today, companies of all shapes and sizes are embarking on a journey for artificial intelligence. While a few have made a rapid start, most are still trying to figure out where, when, and how to use AI. As with most new technologies, it's important to understand the...
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step is...
How Digital Transformation and Artificial Intelligence Have Affected the Traditional Sales FunnelSeismic shifts in customer behavior and digital transformation over the past few years have obliterated what organizations would define as the traditional buyer journey....
B2B customer engagement isn’t about showing up when something’s broken. Or sending a check-in email after six months of silence. Real engagement today means being proactive. It means understanding your customer’s goals, pain points, and timing, often before they say a...
We all know Tony Stark—the genius billionaire who can build a suit mid-air. But let’s not forget J.A.R.V.I.S.—the loyal AI assistant working behind the scenes, automating, optimizing, and saving Stark from total chaos more times than we can count. Now imagine...