CRM Episodes

#113. Vivian Voss joins me to discuss her upcoming Scottish Summit session, From the Basement to the Cloud - Your Journey from CRM on-premises to Dynamics 365 CE. Register today for Scottish Summit. Congratulations to Yacob Shenkute from Power Platform School for achieving his Scrum.org PSM1 certification. Resources Vivian Voss on LinkedIn Vivian Voss on Twitter Vivian's blog Customer Experience Platform user group I've just registered for Microsoft Power Platform Conference in Las Vegas fro...

#90. Join me with Stephen Handley,founder, CEO and chief architect at Fin365, an application development business serving financial services professionals in Australia. Fin365 was born out of need for better data management practice management platform that Stephen identified in his own financial planning business. Our discussion covers: How Stephen's background of being a software developer and a financial adviser could be the perfect blend of expertise for his application development busines...

#79. Bonus extended interview with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundraising and engagement application for nonprofit organizations. In this bonus episode, CJ and I try to solve the Elon Musk problem in data verse. Resources CJ Brooks on LinkedIn MISSION CRM on LinkedIn MISSION website Demo: Dynamics 365 Fundraising & Engagement Support the showC...

#78. Join me with CJ Brooks, a Fundraising and Engagement Architect at Mission CRM as we talk about how Mission CRM closed the doors on their consulting practice to focus on building the Mission CRM fundraising and engagement application for nonprofit organizations. Make sure you stick around until the end of this episode to find out how you can get access to the bonus episode with Neil Benson and CJ Brooks extended interview. Our discussion covers: How Mission CRM took a step back and pivote...