Technology is changing FAST

To be competitive, a small business needs to juggle many priorities simultaneously. Keeping up with technology seems impossible. It is like trying to do an oil change while the car is in gear.

My users are struggling

our users are not excited about using CRM – it is too clunky or cumbersome. What could happen if you were using more of your existing tools?

Data isolated, disconnected

Data integration and data quality initiatives often get shortchanged during an initial implementation, resulting in data silos, inconsistencies, and poor data quality.​

User Training and Support

New or existing employees need additional training and support. Without proper training and ongoing support, the full potential of the CRM system remains untapped, and employee productivity suffers.

I have CRM, now what?

You have completed a Dynamics 365 implementation, and you were hoping for more. You still have inefficient processes and would like to make additional changes.

Hire vs. Outsource

Hiring technical resources can be a real drag. Finding a good CRM Developer can cost $125k - $150k per year, and small businesses often struggle with turnover or can only afford junior staff who may mishandle systems. Lost momentum is painful.

What about AI?

You’ve heard the buzz about Artificial Intelligence; however, you don’t know where or how to get started. How can business AI improve decision-making and automate routine tasks?