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Streamline Operations and Enhance CX with Experlogix and Dynamics 365 Integration

Streamline Operations and Enhance CX with Experlogix and Dynamics 365 Integration

by eyoung | Jan 31, 2024 | CPQ Implementation, Customer Experience

In the fast-paced world of digital commerce, businesses are constantly seeking ways to optimize their operations, streamline processes, and enhance the overall customer experience. One powerful solution that stands out is the integration of Microsoft Dynamics 365...
What is a Sales Quote: A Comprehensive Guide for Modern Business Practices

What is a Sales Quote: A Comprehensive Guide for Modern Business Practices

by eyoung | Dec 12, 2023 | Customer Experience

It doesn’t matter whether you sell software solutions or snow shoveling services. Regardless of the product/service and organization selling it, the sales quote is one of the most powerful parts of the selling process. And, as a sales professional, you will need to...
Consolidating Customer Information for a Better CX: How to Get your Data in One Basket

Consolidating Customer Information for a Better CX: How to Get your Data in One Basket

by eyoung | Jul 30, 2019 | Customer Experience

There is an old saying, “Don’t put all your eggs in one basket,” meaning it’s risky to group all your possibilities together. But in business, sometimes you want all your eggs, or customer information components, in one integrated spot –...
Content Management 101: Five Tips to Create a Content Management Plan

Content Management 101: Five Tips to Create a Content Management Plan

by eyoung | Jun 4, 2019 | Customer Experience

Businesses are like roads, with their constant ebb and flow of moving parts, red lights, green lights, yield signs, stop signs, and even dead ends. Rules of the road and traffic signals instill some order so folks know when it’s their turn to go, or when to...
To “Document” Infinity and Beyond: Adding Value to Microsoft Dynamics 365 with Document Generation and Automation

To “Document” Infinity and Beyond: Adding Value to Microsoft Dynamics 365 with Document Generation and Automation

by eyoung | Jan 25, 2019 | Customer Experience

Automation has always been a popular concept. Once a staple of science fiction lore, it has now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t too long ago that everyone...
Dope Docs: Five Tips for Designing Effective Document Templates that will Improve Customer Communications

Dope Docs: Five Tips for Designing Effective Document Templates that will Improve Customer Communications

by eyoung | Jan 11, 2018 | Customer Experience

Although the world is full of graphics programs, not everyone has the skill set of a designer. Even templates – pre-made forms you just drop information into – can be squirrely and annoying to end-users, despite the fact they are supposed to be easy and efficient....
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