CRM Sales User Persona: Skilled Carpenters, or All Thumbs?
So, my husband and I decided to do some work on our home. By do some work, I mean, ask my Dad – because when I attempt to…
Tricia Desso-Cox
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CRM Accountability: Did someone say fitness challenge?
So… I was suckered into… I mean, I graciously accepted a friend’s invitation to join a ten week burpee challenge. Week one includes 10 burpees per day, week…
OneNote for Sales Rep Note Taking: An Interview
This week I had the pleasure of riding along with one of our client’s top sales reps. We’ve been working with this client for a while now and…
Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade
Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don’t forget to make some time to evaluate policies and compliance items as a…
Tired of rework? Learn how to maximize personas in your CRM and Intranet initiatives!
Does this series of images look familiar? Do you frequently hear, “that’s not what we asked for” or “it doesn’t work the way we expected it to”? You’re…
Poor Master Data Management can be like the Rush Hour Commute
We’ve all been there… left the house five minutes late, rushed out of the neighborhood just to sit in traffic trying to get to the office on time.…