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Pinpoint Sales for Aftermarket™ Creates a Buzz at Field Service USA
May 03, 2019

Pinpoint Sales for Aftermarket™ Creates a Buzz at Field Service USA

Last week we had the pleasure of presenting at Field Service USA with Microsoft’s Clayton Fernandez about our solution, Pinpoint Sales for Aftermarket™. The response has been fantastic, as manufacturers see the power to drive wallet share and revenue with specific account and...

Categories: Microsoft Solutions, Manufacturing Industry Insights, Business Intelligence

Tags: Field Service, Microsoft, CRM, Power BI, Microsoft Dynamics 365 for Sales, Pinpoint Sales for Aftermarket™, PowerApps

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready
Jan 22, 2019

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready

Syncing your appointments in Dynamics 365 is a great feature that keeps everyone's calendars up-to-date. But what if you do not want to sync all appointments, or maybe you want some time to refine or draft an appointment prior to synchronizing it; and by doing so, send an email to the...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, CRM, Tech Tip

Moving Customers Up the Curve to Drive Sales Results
Jan 18, 2019

Moving Customers Up the Curve to Drive Sales Results

Drive Sales Results with Dynamics 365 Part 2: Sales Results Workstream In my last post, we reviewed the Sales Adoption Maturity Lifecycle and how customers typically evolve from Adoption to Transformation – getting a cultural buy-in to a new system on top of improved sales...

Categories: Microsoft Solutions, eBooks + Infographics + Video

Tags: Microsoft, Adoption, Sales Adoption, Sales Results, CRM, Field Sales


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