by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every contact and account carries a last engagement date and type, stamped by three small automations whenever an email, a call or a meeting completes. A reframe email sent one to one from a lead had stamped nothing, and the reason was structural rather than a bug....
by site-publisher | Sep 2, 2026 | Automation
Collection closed at wave 4 with 1,408 qualifying postings against a target of 1,200. The one-shot 2 September run recomputed the figures from the stored corpus without touching a job board. The headline is 35.7 percent of open director-level and above B2B technology...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Every step in the sales process raises a piece of work, and declining a task with a reason has always marked its step excused so the process moves on. An email step had no such route. A rep who judged the email unnecessary had to send something anyway or tick the...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Before any change to how the sales process behaves, a rehearsal runs the whole twenty step chain against a test record and reports what broke. It had been stopping at the second step for three days, and nothing said so, because a rehearsal nobody runs looks exactly...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
Before Authgnosis approaches a prospective client, it scores that company against a detailed ideal customer profile, so outreach only goes where the services and Marissa Wright’s experience are a reasonable fit. This build doubles as a proof of concept for the...
by site-publisher | Sep 2, 2026 | Microsoft Dynamics 365 CRM
A document the system generates had to be handed over for a person to upload by hand, because sending the file through the tooling cost too much. That turned out to be a fact about typefaces rather than about documents. The skill builds a one page executive summary...
