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
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
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
Boyer hires new Dynamics 365 solution architect
Boyer & Associates is pleased to welcome our newest Microsoft Dynamics 365 solution architect, Jeremy Bring.A North Dakotan born and bred, Bring grew up on a farm near where the developer of Microsoft Dynamics GP got his start. Bring has been working with Microsoft technology since 2005. He started with Dynamics GP and moved on to Dynamics CRM starting in 2010. He appreciates the seamless integrations within the platform.“With the Microsoft platform everything is so integrated together, it’s easy to move around from one product to the next. They all kind of fit together,” he said.Bring’s first job out of college was for a support company. He quickly shifted over to consulting where he could spend more time helping clients develop the … [Read more...] about Boyer hires new Dynamics 365 solution architect
Boyer hires new CRM and ERP project manager
Boyer is thrilled to announce that we’re growing again with the addition of Melanie DeKoning as a CRM and ERP project manager.DeKoning received her bachelor’s degree in English. She had started pursuing a master’s degree in library science when a job with a temp agency changed her trajectory. What was supposed to be a short-term gig entering data for a company switching out its ERP system turned into a long-term job. BrandPartners was moving from Solomon (Dynamics SL) to Great Plains (Dynamics GP) and hired DeKoning to migrate data to their new system.That was in 2002, and the more time she spent in the system, the better she understood it. Eventually, she become one of the company’s GP power users and worked her way up to overseeing the … [Read more...] about Boyer hires new CRM and ERP project manager
Boyer hires pre-sales engineer for Microsoft Dynamics CRM and Power Platform
Boyer recently hired Tom Hart as a pre-sales engineer for Microsoft Dynamics CRM and Power Platform. Hart has a range of experiences in small business, software development, and account strategy — and a love for learning new things.Part of what attracted Hart to Boyer was his experience working at Food Building in Minneapolis in 2015. The job included designing and implementing websites as well as internal systems to help food startups manage order intake and distribution. There he quickly realized that having the right technology made a huge difference in how well these small food companies fared.“There were key constraints on how those businesses grew or even survived at all,” Hart said. “That was my trigger point of, ‘Oh, software … [Read more...] about Boyer hires pre-sales engineer for Microsoft Dynamics CRM and Power Platform
New Dynamics 365 consultant brings a background in music, French and CRM
From piano to software, Kendra Stapleton knows how to spot the patterns and share that insight with others. The Georgia resident is joining Boyer’s team as a senior functional consultant for Microsoft Dynamics 365 Sales and Power Platform.A required computer lab in college morphed into a full-fledged career for the musical-minded Stapleton. She graduated with a degree in piano and voice from Oklahoma Baptist University, but it was her natural talent in computer class that ultimately directed her future career as a Dynamics 365 consultant. Her analytical brain picked out patterns in technology that others missed, and she easily got 100 percent in all her computer labs. Her professor pointed out that others struggled to pick up on the … [Read more...] about New Dynamics 365 consultant brings a background in music, French and CRM
