CPA firms do not always have the best culture suited for quality Customer Relationship Management (CRM) system. The accounting industry differentiates from other industries when it comes to sales and client services, but servicing clients is the game they are in. Having a superior CRM can be essential for the success of a firm. Formal business enhancement in the form of CRM will set apart a firm from its competitors.
ERP Implementation on a Budget with Business Central
If you’ve done your homework on ERP implementation, you know that the setup costs alone can be upwards of $100,000 depending on the solution scale and the complexity of your business.
Office 365 is now Microsoft 365: What You Should Know
As of mid-April 2020, Microsoft changed the name of several of the Office 365 plans to Microsoft 365. For current users of Office 365, there is no cause for alarm. The tool set you are familiar with has not changed. You still have access to Outlook, Word, Excel, PowerPoint etc. In general, the product is the same it just has a new name.
Automate Your Sales Order Process and Get Paid Faster with DocLink
For those of you who missed our webinar on Automate your Sales Order Process and Get Paid Faster. I wanted to share the recording with you.
Why You Need the Business Central App for Outlook
Still haven’t implemented the Business Central App for Outlook on your computer? Here’s why you need to immediately.
How to Integrate Dynamics 365 Sales with Business Central
It’s simple to integrate Dynamics 365 Sales with Business Central with customer engagement straight out of the box with no extra tools. You can even do it yourself! Defining a relationship between Business Central and Dynamics 365 Sales can give your sales team an upper hand and make them more self-sufficient.
How to Optimize Your Microsoft Dynamics ERP Implementation
We often hear from clients that got sidetracked from their core goals and strategies after their initial implementation period. They spent so much energy upfront on phase 1, the plans they made for Phase 2 or 3 got neglected.