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CRM success starts with your people, not your platform. In this blog, we break down the 12 essential roles every CRM project team needs—plus real-world lessons on what happens when those roles are missing. Whether you're implementing Microsoft Dynamics 365 or another CRM, this guide helps you build the structure, alignment, and accountability needed for lasting results.

Getting your sales team on board with a B2B e-commerce strategy isn’t just about adding another channel—it’s about unlocking new revenue streams and increasing efficiency. This blog explores how to shift mindsets, align goals, and empower your sales team to see e-commerce as a partner, not a competitor. The result? A stronger, more scalable sales approach.

Understanding your customer journey is more than a marketing exercise—it’s a growth strategy. In this blog, we introduce our free eBook on customer journey mapping, packed with insights to help you visualize, optimize, and improve every stage of your customer’s experience. Learn how to spot gaps, uncover opportunities, and create better connections that drive loyalty and revenue.

Gaining insights into AI’s influence means looking beyond the hype and into history. This blog explores how past technological revolutions shaped industries, disrupted norms, and laid the groundwork for today’s AI evolution. By understanding where we've been, we can better anticipate where generative AI might take us next.

A great product or service isn’t enough—you need a clear view of how customers actually experience your business. That’s where a customer journey map comes in. This quick guide explains how mapping each stage of the journey helps uncover gaps, improve engagement, and align your teams around what matters most: your customer’s success.

Tired of juggling emails and file-sharing links just to get documents to clients? Power Portal simplifies secure client collaboration by giving external users direct access to the information they need—no extra logins, no confusion. In this blog, we show how businesses are using Power Portal to streamline document sharing, improve transparency, and elevate the client experience.

When companies budget for a new CRM Implementation, they usually plan for licenses, vendor services, and basic training. But the real costs often hide beneath the surface—integrations, data cleanup, user adoption dips, and IT overhead. These “invisible” expenses show up midstream and quietly erode ROI. The good news? With the right planning, phased rollout, and vendor questions, you can anticipate hidden costs before they derail your CRM project.