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
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
