Boyer’s Microsoft support team is growing with the addition of Daniel Champagne as a CRM/Power Platform Client Care consultant. Champagne has a bachelor’s degree in management information systems and four years of development/consulting experience.As a young boy he loved getting his hands on the latest tech, from the first iPod with video to the newest release of his favorite NHL video game. Today it’s the latest capabilities within Microsoft Dynamics that catches his eye most often.“Seeing the capabilities and the impacts across so many different industries that it has on the world has just always been very eye-opening for me. That I would say is the main reason that I decided to get into (the tech industry),” he said.Champagne started as … [Read more...] about Microsoft support team gains a CRM expert
Why CRM user adoption is critical to the success of your project
All CRM implementation projects are founded on three key pillars: people, processes, and technology. While technology often gets the most attention, it’s the people who ultimately determine a project's success. Without proper CRM user adoption, even the most advanced systems will fail to deliver the expected return on investment (ROI). A well-structured user adoption strategy ensures that technology is embraced and fully utilized.Research from Prosci shows that projects with strong change management and user adoption initiatives are seven times more likely to meet their objectives. Yet, a Gartner study found that 60 percent of users reported that new systems were introduced without … [Read more...] about Why CRM user adoption is critical to the success of your project
Is it time to invest in a CRM for your SMB? 5 signs
Are you struggling to keep tabs on an ever-increasing number of leads as your small business grows? Congratulations! Are opportunities falling through the cracks because you can’t keep up without a CRM for your SMB? Uh oh!As small businesses grow into medium-sized companies, the growing pains can range from annoying to uncomfortable to downright overwhelming. A small business can operate on quick tools or home-grown solutions for only so long. At some point you will want to consider investing in a full-fledged Customer Relationship Management (CRM) system.What is a CRM? It’s a centralized tool to help you track interactions with leads as they step through your sales process. A CRM can help you keep tabs of all the moving pieces of … [Read more...] about Is it time to invest in a CRM for your SMB? 5 signs
Preparing for a successful Dynamics 365 CRM implementation
As a Microsoft partner, Boyer understands that preparing for a successful Dynamics 365 CRM implementation involves focusing on the three key pillars: people, processes, and technology. While user adoption is important, it’s equally critical to focus on what your organization—and your implementation partner—can do to drive success. By aligning these three areas and maintaining close collaboration with your partner, you’ll set the foundation for a successful CRM implementation that delivers long-term value. Let’s take a closer look at these three areas, how the right implementation partner can help and questions to ask a potential partner.1. Set your people up for successWhile the people in your organization are ultimately … [Read more...] about Preparing for a successful Dynamics 365 CRM implementation
Say goodbye to bad data: How to maintain clean CRM data
In today’s data-driven world, the ability to maintain clean CRM data is essential for the success of any organization. Poor data quality can cause financial setbacks, contribute to operational inefficiencies, and hamper decision-making. As the saying goes, "garbage in, garbage out." No matter how advanced your tools are, if your data is bad, the insights and decisions derived from it will be flawed.This post will cover:Why your CRM data quality matters Regardless of your company’s size, clean data is critical to efficient operations. For small businesses, accurate data maximizes sales opportunities, while for larger enterprises, clean data prevents errors from compounding into costly issues.Maintaining data quality ensures that … [Read more...] about Say goodbye to bad data: How to maintain clean CRM data
Six Advantages of Finance and Sales Integration
Having a seamless finance and sales integration is fundamental to sustaining and growing any business. With the integration of these two ERP and CRM powerhouses, businesses gain efficiency, improve customer experiences, and ultimately improve profitability.Microsoft’s tech stack allows for a seamless integration between ERP powerhouse Dynamics 365 Finance & Supply Chain Management and its CRM counterpart, Dynamics 365 Sales.Boyer recently hosted a webinar titled "Better Together - Dynamics 365 Finance and Sales." In this webinar we explored the following six key advantages of leveraging this finance and sales integration:1. Single Source of TruthAt the heart of Microsoft Dynamics’ sales and finance integration lies … [Read more...] about Six Advantages of Finance and Sales Integration
Boyer welcomes new CRM solution architect
Boyer & Associates is growing its CRM consulting team. Please join us in welcoming Wisconsin native Lance Squires as a Power Platform/CRM Solution Architect.Spurred on by a life-long desire to learn new things, Squires spent his teen years dabbling in computer coding and building or fixing computers for family members.“My dad just installed a sense of curiosity and the desire to understand the world around me,” Squires said. “He made me always question the things around me and allowed me to want to understand things in general as well as how things work.”Fascinated with weather patterns, Squires initially went to the University of North Dakota with the intent of becoming a broadcast meteorologist. Three years into the program, he … [Read more...] about Boyer welcomes new CRM solution architect
Boyer adds to Power Platform/CRM consulting team
Once again Boyer & Associates is adding to our Power Platform/CRM consulting team. Please join us in welcoming Justin Pesso.Pesso grew up watching his dad run a lifeguard company for local community pools and was fascinated with the day-to-day aspects of business management. “I looked up to my dad, and I decided I wanted to get into business as well,” he said.He graduated from the University of Massachusetts – Amherst with a bachelor’s degree in business administration. Finding a specific job with such a broad major proved a bit challenging after graduation, but he kept running across IT positions that intrigued him.After acing a computer science test for a job interview, he landed a job as an application developer for an insurance … [Read more...] about Boyer adds to Power Platform/CRM consulting team
Boyer gains a new Power Platform/CRM consultant
Boyer & Associates welcomes Patrick Coale to the Boyer team as a Power Platform/CRM consultant.Coale graduated with a bachelor’s degree in Supply Chain Management from the University of Houston. He got a job with a Texas-based Microsoft ERP partner, but soon found himself on the CRM side instead when the company’s client work shifted.“(CRM is) really flexible,” Coale said. “You don’t have to follow accounting principles, and there’s a lot more leeway on how you can build out customizations.”That flexibility is a key aspect of Microsoft software. The tech giant’s ever-evolving platform continues to improve how consultants and customers work. The latest AI features embedded in the platform especially intrigue Coale. He got his first … [Read more...] about Boyer gains a new Power Platform/CRM consultant
Boyer hires new Microsoft CRM and Power Platform consultant
Minneapolis-based Microsoft consulting firm Boyer & Associates continues to grow. We are thrilled to welcome Jamie Gipp as a senior CRM and Power Platform consultant.Gipp originally wanted to be an athletic trainer and earned her bachelor’s degree in health management. Her plans to go to grad school took a detour when a family member became ill. Instead, she took a job in retail management and then in corporate relocation.“I still love the healthcare world. I love the dynamic of it. I am passionate about sports and health,” she said.Gipp spent the next 12 years in the banking industry, first in corporate relocation and then in corporate real estate financing. Working with high net-worth clients helped her fine-tune her people skills, … [Read more...] about Boyer hires new Microsoft CRM and Power Platform consultant
