pkatz

About Peter Katz

Peter is a business and information technology consultant that helps organizations grow faster and operate more efficiently using Customer Relationship Management software. He has acquired deep experience across delivery, pre-sales and sales roles within the mid-market and enterprise IT consulting space and has spent more than 15 years focused specifically on CRM solutions.

4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365

Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs? Or perhaps you’re noticing the red flags in your current system, but aren’t sure you have the time or resources to migrate to a more modern solution? In either case, you’re not alone. As customer relationship management (CRM) experts with 20 years of expertise, we’ve worked with many CRM solutions, and heard customer’s highest praises as well as their most frustrating complaints. Our job boils down to helping companies evaluate their [...]

By | 2019-05-30T13:12:56+00:00 March 29th, 2019|Uncategorized|0 Comments

7 signs it’s time to upgrade your outdated CRM system

Like people, companies often have a natural aversion to change. After all, the stakes are high in today's rapidly evolving business landscape, with new technologies and trends creating new opportunities for businesses to succeed — or to fail. Particularly when it comes to new technology, business owners can feel overwhelmed. Which CRM solution is the best pick? Should you implement it yourself, or connect with a third party? Is it worth the cost? And, most intimidating of all... how do you even begin to overhaul the way you and your employees have been doing things for so long? Having [...]

By | 2019-03-29T19:28:38+00:00 March 1st, 2019|Uncategorized|0 Comments

No Code Data Integration Has Arrived with Dynamics 365 for Sales Virtual Entities

With the release of the Dynamics 365 October service update comes an exciting new capability called Virtual Entities. Virtual entities allow for read-only, no-code integration to other systems right within Dynamics 365 for Sales. Grids, sub-grids, forms, lookups, advanced-find views, reports, and dashboards can all use Virtual Entities. They are also available via all Dynamics 365 online clients and custom applications. Virtual entities are simply a mapping of records and fields from an external data source to a custom Dynamics 365 entity. Dynamics 365 does not store or synchronize with the external data. Let's take a look at the [...]

By | 2018-02-21T20:46:45+00:00 October 27th, 2017|Uncategorized|0 Comments

How Do I Get My Sales Team to Use the CRM System?

After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself : How do I get my sales team to use the CRM system and use it properly? This is a common scenario among businesses that implement a CRM solution. User adoption can make or break the success of a CRM implementation. An effective CRM system should not only be an effective sales management tool, it must also be an effective sales tool. CRM systems should make [...]

By | 2018-02-23T21:08:39+00:00 October 2nd, 2017|Uncategorized|1 Comment