🎅 What Santa Can Teach Us About CRM Success 🎄

Santa Claus isn’t just a jolly gift-giver – he’s the ultimate project manager and CRM expert!  Here’s why:

Read more: Santa Claus teaches how to achieve CRM Success

Struggling with the Product Catalogue in Microsoft Dynamics 365? You’re Not Alone!

The Product Catalogue is one of the most misunderstood (and misused!) parts of Dynamics 365. Often, I see it either:
❌ Completely side-stepped
❌ Misconfigured in ways that lead to unnecessary costs

But it doesn’t have to be this way!

Read more: Struggling with the Products in Dynamics 365?

Offshoring and CRM Excellence: Insights from Australia to India

Recently, I had the exciting opportunity to speak with Suresh Ashkok and dive deep into my journey as the CEO of a Sydney-based boutique Microsoft Dynamics 365 and Power Platform consultancy. For over four years, I've been working with offshore teams from a variety of countries, navigating the highs and lows of remote collaboration.

Suresh challenged me to cut through the typical complaints about language barriers and time zones and instead get real about my experiences—both the wins and the challenges.

Read more: Offshoring and CRM Excellence with Suresh Ashok

If you get on the wrong train, get off at the next station

I recently stumbled across an intriguing Japanese proverb: "If you get on the wrong train, get off at the next station – the longer you stay, the more expensive the return trip will be." While it speaks of trains, this adage is a powerful metaphor for many facets of life, especially for navigating failing projects—like CRM implementations.

What Does "The Wrong Train" Mean?

In simple terms, the wrong train won't take you where you need to go—or if it does, you'll arrive painfully late and exhausted by unnecessary detours. In your CRM journey, the wrong train could mean several things:

• The wrong approach to project management or scoping.
• The wrong partner or a vendor who's misaligned with your goals.
• The wrong priorities that derail the project before it even gains momentum.

What you're likely noticing, however, isn't the 'wrong train' itself but the lack of results. Results that may be:

• The absence of expected functionalities being delivered.
• The failure to achieve the outcomes promised at the project's inception.

Pinpointing which wrong train you’re on is less important than figuring out how to get on the right one. Identifying the root cause will, however, help ensure you don't repeat the same mistake.

How Do You Get on the Right Train?

Read more: If you get on the wrong train, get off at the next station - the longer it takes you to get off,...