Setting the Stage for ERP Implementation - Preparing Your Internal Team for Success

In this insightful video, our Senior Project Manager, Trisha Gregory, discusses the most important things a partner can do to effectively manage a project. It emphasizes the need for establishing expe

Discover the three pivotal mistakes to avoid in your software implementation projects. In this insightful video, we dive deep into the complex world of resourcing and roles, deadlines, and change mana

In this video, Tammy Radecke, an experienced partner, addresses the challenge of dealing with customers who resist following implementation processes. With a proven methodology and a track record of s

In this thought-provoking video, Greg Williams and Tammy Radecke delve into the key considerations for choosing the internal team when embarking on a new project. Discover the importance of team membe

In this video, we explore the challenge of analyzing business processes within customer engagement applications, such as sales, customer service, or field service. We focus on business process flows (

In this thought-provoking video, Greg Williams and Tammy Radecke delve into the importance of executive sponsorship and involvement in customer projects. We explore how the absence of decision-making

Discover how Power BI can revolutionize data analysis in model-driven customer engagement apps such as sales, customer service, and field service. In this video, we explore various alternatives for in

In this video, Greg Williams and Tammy Radecke discuss the importance of flexibility and adaptability in project implementation, including challenges that can arise during a project, such as unexpecte

Choosing the right implementation partner for your ERP project is crucial for success. In this thought-provoking video, Greg Williams, VP of Strategy, shares expert insights on the essential steps cus

Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S

In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep

In this video, we explore the product menu settings available to administrators in the application. The first setting discussed is the enhanced experience for adding products to opportunities, quotes,