For NAV customers, Business Central is the attainable and non-mythical pot of gold at the end of the rainbow. It
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Get a quick hit list of some of the favorite tips customers brought back to the office to implement right away! Overall system tips, training and troubleshooting hints, financial/AP/AR tips, and reconciliation techniques for all users will be covered. Attend this webinar to find a potpourri of tips to share with your co-workers. (Recorded in 2018)
PaperSave has been rated as a leader in the ECM and AP Automation category! Read our G2 Crowd verified review here.
Providing excellent customer service in your organization’s call center leads directly to increased customer loyalty and higher retention. Download the eBook to learn how 5 leading organizations have achieved success by overcoming these common customer service challenges:
• Lack of real-time insight into data
• Limited case deflection and self-help capabilities
• High agent turnover
• High customer churn
• Lack of cross/upsell opportunities
Tech experts estimate that businesses have seen three years’ worth of digital transformation in just a few months. The pandemic has forced us to accelerate the advancement and expansion of technology-based business solutions and as a result, four trends are emerging when it comes to customer service delivery.
Are you ready to adopt these trends into your customer service strategies?
In this white paper, learn more about what these technology trends mean for your business as well as how to scale to meet customer needs during a very unpredictable time.
The Microsoft leader clearly alluded to AWS when he said cloud providers that compete with customers in other biz will never establish trust.
A quick tutorial on setting up Collections agents and Customer pools within the Credit and collections module.
On the Cloud Wars Live podcast, Bonnie Tinder offers advice around exec communication, from delivering the good news first to K.I.S.S.
Dynamics 365 provides a powerful platform and now you can embed your pixel perfect canvas apps in your Dynamics 365 forms. Learn how you can create enhanced user experiences with PowerApps inside of a Dynamics 365 entity form. Understand how you can pass data from Dynamics 365 and how this will enable you to create all new ways to display not only your Dynamics 365 data but also leverage other external data sources with the PowerApps connector framework. See demos of how to embed your control, connect your PowerApp to a custom data source and manage canvas apps as part of the Dynamics 365 solution architecture.
Customer experience used to be a term that was strictly associated with powerful B2C companies like Apple or Amazon. It was in those digital spaces that consumers grew accustomed to the white-glove, specialized service that kept them coming back time and time again.But as time goes on, there’s been a renewed focus on how to smooth out the digital customer journey for all transactions, particularly B2B digital transactions. In a recent report produced by Sapio Research, we found that more manufacturers are using digital solutions to improve customer experience. Improving customer experience will not only allow manufacturers to build new customer relationships but strengthen their current ones as well.Based on an in-depth survey of over 800 manufacturers in the U.S., we were able to put together a series of vetted recommendations for your manufacturing business to stay competitive in a digitized world.
Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.
Xpertdoc Smart Forms have revolutionized the way companies collect data and create documents. Read through our compelling use cases to see how customers or employees can easily complete complex data capture tasks, and generate personalized, relevant documents in minutes via entirely digital and automated processes – resulting in improved internal efficiencies, data accuracy and customer experience.
As part of the Community Response Series, Learn the pros and pitfalls of having remote service delivery and how to keep your remote teams engaged and energized.
On the Cloud Wars Live podcast, Bonnie Tinder says that if you know your why, you can achieve biz transformation thru digital transformation.
Microsoft’s Customer Insights is a customer data platform for B2C businesses who want to grow relationships at scale. Customer data platforms can connect and unify customer data from an ERP, POS, financial systems and/or Google Analytics into unified customer profiles and help you grow your relationships by giving you the best information to make calculated decisions.
John Siefert sits down for a quick discussion with Solver CEO Nils Rasmussen as they announces their new relationship to be the exclusive CPM solution for cloud based planning & reporting in Dynamics 365 Finance & Operations.
As a customer service rep, if you log in to your system and see that you have seven active cases or any active cases for that matter, you will want to address those first. However, if you have any marked “high priority,” those should come before other active cases.
On the Cloud Wars Live podcast, Bonnie Tinder advises that businesses who stepped up in 2020 will reap the benefits in 2021.
Imagine you are working in Microsoft Dynamics 365 Customer Service and have just followed up with a case that has an SLA with an expiration date drawing near.
After your follow-up, you notice that they have Premium Support with you, so you click on the record to further investigate.
The new UI in Microsoft Dynamics 365 Customer Service has condensed this information into the Timeline tab to improve efficiencies. All of these can now be found within the Timeline in chronological order.