David Lewis

We're excited to share insights from Directions North America 2024! 🚀 This year’s conference was packed with innovative ideas and key trends shaping the future of tech in the Microsoft Dynamics community. Whether you missed the event or want to revisit the highlights, our latest blog post has you covered. Dive into the recap here: https://lnkd.in/dyi6XSwa #DirectionsNA2024 #Microsoft365BC #SanDiego #CosmosReports #DirectionsNA #MSpartner #MicrosoftDynamics #TheFutureOfReporting

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A prominent Ferrari dealership has been a valued SaltClick client for over five years. They replaced their previous CRM system with Salesforce, integrating #Pardot and #SalesCloud. The fragmented nature of their operations previously stunted collaboration and data sharing among their network of factory-authorized Ferrari dealers. This fragmentation led to significant delays in report generation and analytics, as data integration from various systems into Excel files required extensive time and effort, reducing overall productivity. #SaltClick's Sales Cloud #implementation unified the dealership's operations under a single Salesforce organization, providing real-time analytics and a consolidated dashboard for executives. The Customer 360 views captured every interaction, facilitating a cohesive effort from sales, marketing, finance, and service teams. 🟣Want to learn more?  Read our full case study here: ⬇️ ⬇️ ⬇️ https://lnkd.in/gF3HU54F #Salesforce #SaltClick #Implementation #Streamline

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Ditch the endless "how-to" questions from your Salesforce users. Ask Vic's FREE in-app guidance empowers your Salesforce by giving them quick access to interactive walkthroughs, step by step guides, & more. https://hubs.ly/Q02t55hX0

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Does your CPQ system suffer from similar performance issues dragging down your sales process and stopping your team from closing more business? We're offering a technical diagnosis to identify and remediate bottlenecks. Optimizing key areas can radically accelerate your workflow.  https://hubs.ly/Q02wslTN0

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Ready for the Salesforce Summer '24 Release? Here are some important dates to keep an eye on. 👇 Get these dates on your calendar using https://lnkd.in/gFt5uV7D. #Omniskope #Salesforce #Trailblazers #Winter24 #SalesforceRelease

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💰 Tackling the Salesforce Challenge: Price & Licenses Negotiating #Salesforce pricing offers companies the flexibility to tailor licensing structures, maximizing budget efficiency. Here's how: 1️⃣ Assess Current Usage 2️⃣ Plan for Future Needs 3️⃣ Develop a Licensing Strategy Dive into our article on our site for expert tips: https://buff.ly/45rJVK1 #SalesforceChallenge #CRM #MekanysForce #MekanysHub #BuildingSuccessTogether

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Curious about streamlining document processes? Dive into our step-by-step guide on integrating Claris FileMaker with DocuSign to automate signatures and boost efficiency in your workflows! #ClarisFileMaker #DocuSign

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We're excited to be heading down to Seattle for the Dynamic Communities Roadshow and BizApps Partner Summit next week! Don't miss out on our session covering key tips on using #MSDyn365CE for modern marketing and sales teams ⚡ #MSPartner #MSDyn365

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Struggling to determine which #ERP system is right for your #SMB? We break down some of the top platforms: https://ow.ly/IbSv50RChaj

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Curious about CPQ software's impact on sales? 🤔 Dive into our latest article to discover how it streamlines processes, boosts efficiency, and drives revenue! 💼✨ https://buff.ly/4aoxUFH #RevenueOperations #Salesforce #CPQ #SalesEfficiency #SalesAutomation #BusinessSoftware #RevenueGrowth #EfficiencyBoost #StreamlineSales #TechInnovation

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#SundayReading 📖 “Going backward” on your organization's level of functionality is not an option when migrating to the #cloud. Bruce Bookbinder shares why keeping your ability to customize is a critical enabler to #digitaltransformation 👉 https://lnkd.in/ebrXrXGT #SaaS #PLM #ArasInnovator #digitalthread

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#SalesforceEinstein leverages #AI to enhance #CRM solutions, emphasizing the value of personalized recommendations, intelligent search, and process automation for improved efficiency in organizational operations. Here’s a real quick and succinct explanation of the benefits of AI. https://buff.ly/45a1rBn

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If a #NetSuite saved search could fetch more results than the 4000 allowed, it may make sense to bypass this limit with this alternative code: https://lnkd.in/gaj6vp_A #netsuiteerp #datamanagement #unlimitedresults #code #savedsearch #netsuitetips #netsuitetraining #suitescript

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Unlock the full potential of your Salesforce investment! Discover how 5 key Salesforce features (including AI) can radically transform your operational efficiency and improve your ROI: https://ow.ly/nLFn50S6WH7 #COO #COOs #Operations #Salesforce #AI #Webinar

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The 2024 Content Services and Collaboration Technology Value Matrix has just been released. This year's Leaders include Box, Epicor ECM (DocStar), Laserfiche, M-Files, and Zoho “The introduction of generative AI in a sparse market has given some providers a competitive advantage, as many rush to differentiate through their investments in the technology either through partnership, acquisition, or native development,” said Research Manager Evelyn McMullen. “The successful application and adoption of generative AI capabilities for CSC users relies on vendors’ ability to demonstrate value in use, stay on top of security, and ease cloud migration for customers still operating in on-premises environments.” Read the report for free on the #BloombergTerminal. Access the full report: https://zurl.co/4S9v #ROI #Value #ValueMatrix #CSC #ContentServices

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💡Did you know...Oracle's Visual Builder can be combined with other products, like JD Edwards Orchestrator! In the Quest Visual Builder Demo Center, you see HOW to leverage these tools 🛠️ for highly effective workflow management, ensuring users follow necessary steps sequentially without missing any. Visit the Visual Builder Demo Center today to learn more! #QuestLearning #QuestCommunity #VisualBuilder #TechInnovation https://ow.ly/uV2h50Su94v

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