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Category: Processes

  • Sustaining Success: Phase 5, Making Your CRM the Gift that Keeps on Giving

    Sustaining Success: Phase 5, Making Your CRM the Gift that Keeps on Giving

    Dec 15, 2025
    Cost, Power Platform, Specification

    You’ve done it. You’ve successfully navigated the daunting journey from a blank piece of paper to a smooth Go-Live. But… Read more

  • How Housing Associations Can Become Frontier Firms with AI

    How Housing Associations Can Become Frontier Firms with AI

    Nov 29, 2025
    Microsoft Co-pilot, Power Platform, Specification

    How to turn “Doing More with Less” from a slogan into a strategy using Microsoft Copilot and Power Platform Customer… Read more

  • Mastering Phase 2: Process Definition for CRM Success

    Mastering Phase 2: Process Definition for CRM Success

    Nov 18, 2025
    Dataverse, Integration, Specification

    Housing Associations are currently navigating complex demands. Balancing elevated resident expectations with the intense regulatory scrutiny imposed by the Housing… Read more

  • Forget the Tech: Why a Great CRM Starts With You

    Forget the Tech: Why a Great CRM Starts With You

    Nov 9, 2025
    Specification

    As a customer service leader in the housing sector, you know the daily struggle better than anyone. You and your… Read more

  • Your Guide to Successful CRM Implementation

    Your Guide to Successful CRM Implementation

    Nov 1, 2025
    Disrupting, Microsoft Dynamics 365, Specification

    From a blank page to go live, these phases are designed to help you every step of the way As… Read more

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