Salesforce Essentials

Why Your Law Firm Needs a CRM System

In a highly customer-facing industry like law, keeping track of clients takes a large portion of time from what lawyers should be doing; practicing law. Many have had the stance that most others slow to adopt CRM systems have, they just hate entering all the data. If all of your communication and data about the clients is stored in emails or spreadsheets, it's time to think about a different solution. Customer relationship management (CRM) systems are utilized across nearly every customer-facing industry for good reason, they work. What is a CRM system? Read our blog post that describes CRM in…
Ian McAteer
July 9, 2021
Dynamics 365

The Top 5 Reasons to Switch From Microsoft Dynamics AX to Dynamics 365

Change is hard, especially when it comes to upgrading your IT systems. Sometimes moving to the latest and greatest thing isn’t the answer and can cause more headaches for what it’s worth. This creates a balancing act for many companies, they can stay on their current systems to maintain stability but they may sacrifice losing out on the advantages of a newer system.  Microsoft Dynamics AX is a powerful tool that many companies still use to this day. However, most support for this product has already ended or will end totally in the near future, aside from that, there are many advantages to switching to Dynamics…
Ian McAteer
July 1, 2021
Salesforce Essentials

Salesforce Essentials: An Overview

We have all seen advertisements at hockey and football games for Salesforce, but many aren’t sure what it does. To put it simply, Salesforce helps you manage your company’s customer relationships, it creates a single “source of truth” for the information on your customers. Salesforce is generally meant for large companies, however, there is a version for small businesses that is just as powerful; Salesforce Essentials.   Many long-standing small businesses at first cannot see the value in Salesforce Essentials, they have gotten this far without it, why implement such a thing now? Many will not admit it, but the…
Ian McAteer
June 24, 2021
Sage Software

Sage 100: What’s New In 2021?

Last year changed things for businesses and created unique challenges that many were unprepared for. To stay in step with these challenges, Sage added 26 new features to Sage 100 2021. Stronger Security Several pre-defined role templates have been added to make it easier to create roles that are specific to your business. Role Maintenance now allows you to quickly assign and remove users to roles, apply changes to multiple roles, along with enhanced search, and filtering capabilities to find tasks and security options more easily. These enhancements are not only more convenient, but they also make it easier for Sage…
Ian McAteer
June 8, 2021

Digital Transformation in a Post-COVID World

The pandemic changed everything about our daily lives, one of the unexpected consequences of it was a deeper convergence of business and technology.  Many companies scrambled to get employees working remotely and update their current IT infrastructure. The businesses whose systems were highly outdated had the hardest time with this change.  The days of manually emailing quotes and updating Excel trackers are over, to remain competitive, small businesses should implement more automated systems. Many service industry businesses updated their websites to offer online ordering and delivery. Other industries had to integrate video consultations and remote technical support options. If they…
Ian McAteer
May 28, 2021
Dynamics 365

Three Tips on Becoming a Project Manager for Your Business

Eventually, your company will need to take on a major cross-functional project. When that time comes, you or one of your co-workers will need to work on becoming a project manager for your business. Even if you have no intention of becoming a project manager full time, you’ll want to know how the most successful members of the field navigate the complexities of project management. It’s no easy task; if you have little experience managing a budget or delegating assignments, it can feel nearly impossible to accomplish anything, let alone finish the project on time and within its budget. Just…
Patrick McAteer
May 12, 2021
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