A tale of trials, debates, progress, and my first REAL CRM system, Dynamics 365 Sales CRM. My first run-in with a CRM wasn’t with Salesforce or HubSpot or anything sleek and shiny. It was with a hand-crafted, duct-taped-together system built on top of a decades-old ERP that lived on-prem long before the concept of SaaS … Read more
“The solution to one problem is merely the creation of the next one.” The Problem You Choose Do I stick with what we’re doing now or bring up the problem? How much money are we losing by using these old systems that we have to babysit? Man, I really don’t like the tedium, I wonder … Read more
Here, we’re going to review a bit about Microsoft Copilot and AI Agents and how they kinda work and some ways in which you can apply them to your business. It’s exciting stuff, to be sure, if a bit overwhelming, at times. Are you looking for ways to boost productivity and efficiency in your organization? … Read more
The tech world is collectively raising an eyebrow to Microsoft’s branding “strategy” — again. This time, they’ve opted to retire the Microsoft 365 logo and name for a similar, and likely more confusing, name and logo. Microsoft 365 is now “Microsoft 365 Copilot” and the logo is now the Copilot logo but with a black … Read more
A cohesive team that can align to and forge ahead to achieve a shared vision is a remarkable thing. They’re able to seamlessly operate to turn an abstract vision and make it a reality. There’s something extraordinary about organizations that achieve this level of alignment. Every individual contributing to something greater than what could have … Read more
At our core, we are three people inside the mind of one being. Depending on your personality, of those three, one is usually the strongest and loudest of the three. That one might even be a bully, forcing the other two to be quiet because it doesn’t understand them and makes them nervous. You may … Read more
Are you trapped working in the business and not working on the business? Why? Being absorbed in the day to day leaves no room to do any big picture thinking. This discussion is likely to be a little uncomfortable, and you may not agree (which is cool too) but keep in mind this is simply … Read more
Liberate your organization from chaos! In general, business systems and technologies tend to pop up as either the result of an organized strategic effort or as reaction to a problem. The latter tends to breed less-than-ideal information silos over time. And, boy, can silos in a business quickly exacerbate and amplify organizational issues, particularly when … Read more
Tackle your duty to responsibly implement automation in your systems and processes where you’re able. With all the automation and AI tools at your disposal today, you deserve to operate at your peak performance without getting bogged down by distractions. At some point “what we’ve always done” simply can’t support where you’re going anymore. Does … Read more
