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CRM Audio

Mar 30, 2017

It's the episode we've been putting off . . .

This week we discuss procrastination. Why do we procrastinate, how to tackle big hairy tasks without procrastination, and how procrastination can sometimes be a good thing.

In the "That's not productive" segment, some tips from this HuffPo post may not increase...

Mar 27, 2017

In this episode (sponsored by Alexa CRM and KingswaySoft), we discuss the following topics:

  • What did George eat in Lisbon
  • Update from Extreme365
  • Is the SOAP endpoint going away?
  • Social Engagement
  • Social Selling Assistant
  • Social Engagment connector for Power BI
  • What is Customer Engagement
  • Solution management--should you...

Mar 22, 2017

In this episode, we answer a question from listener Erwin Sanders about Power BI licensing. When can you use the free version, and when do you need to pay for professional? Scott explains several scenarios where you can you regular PowerBI, and scenarios where you need to have a Professional...

Mar 16, 2017

In a follow-up to the last episode, Matthew and Joel dig into how to be more productive with email, and two great tips around effective use of categorization and Outlook search folders to help tame the email beast.

We also introduce a new feature called "That's not productive," looking at some popular "life hacks" that...

Mar 13, 2017

In this episode (sponsored by KingswaySoft and AlexaCRM), we discuss the following topics:

  • How orphaned document templates broke mobile
  • The easiest way to send SMS text messages from Dynamics 365
  • SLA's
  • Fantasy Sales Team vs. Gamification
  • Hardware tool of the week: LIZone QC Series battery
  • Software tool of the week: