The first quarter of 2021 has ushered in exciting new product enhancements that are helping our customers save time and drive more revenue. Here’s a recap in case you missed the Inside Scoop. (Subscribe here to receive future editions.) 100 Million Milestone Last...
In the third installment of “Mastering Your D365 Data Before it Masters You,” on which I’m collaborating with my friends at InsideView, we dug into harnessing the power of sales intelligence. While preparing the class materials, I took some time to reflect on the...
This month marks the one-year anniversary of quarantine lockdowns across the world, which ushered in changes for businesses that we will be feeling for years, or even decades, to come. Employees who could, began working from home. Video conferencing became the...
Recently, I facilitated an educational session with my friends from InsideView, titled Mastering the Art of Account-Based Sales and Marketing. We covered some real-world applications and looked at how a sales team can leverage InsideView and Dynamics 365 (D365) to...
Recently, I started a webinar series with my friends at InsideView in which we focus on one of my favourite subjects – CRM data. Those who have spent any time in the Dynamic 365 CE/CRM world will know InsideView Insights has been and remains most people’s go-to...
You know you need to do something about the dirty data in your CRM — the stale, incomplete, badly formatted, and duplicate data. If you’re in sales or marketing operations, it makes extra work for you, and it hampers sales and marketing effectiveness. Bottom line? It...