Edgewater Fullscope Blog

CRM Upskilling: Frontline Action Needed To Retain Professional Services Staff

Dec 7, 2017 4:25:00 AM

“Weaponise your workforce!”  As 2018 approaches, it’s a call to arms increasingly heard as the key to keeping frontline staff empowered, happy and loyal. Particularly in Professional Services, where often silo’d supply lines of data prevent advancement across the newly reshaped fields of customer experience. The action required is hardly “Top Secret” but there’s often many companies where the message seems not to have got through - and action not yet taken to make the changes necessary for retaining their staff.

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Address Sales Pipeline Challenges with this Pipeline Snapshot Tool

Dec 6, 2017 6:00:00 AM

Does your pipeline offer clarity or questions? Fullscope's Pipeline Snapshot Solutionfor Microsoft Dynamics 365 helps Sales Leaders track and compare opportunity progress. It allows you to take a snapshot of time periods that you choose, whether it's weekly, monthly, or multiple time periods, and track and visualize data as it's moving across. You can capture who the customer is, sales stage, rating, owner, revenue, estimated close date, etc. And then you can start looking at comparisons week after week.

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3 Business Problems that Were Solved when George’s Purchased Fullscope’s BI Accelerator

Dec 6, 2017 5:00:00 AM

Vance Nichols, BI Architect at George’s, Inc—a chicken processing manufacturerrecently spoke with us about their Reporting and BI initiative which was executed in parallel with their implementation of Microsoft Dynamics AX ERP. George’s had three main challenges to overcome:

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From Manufacturer’s Silo Struggle To CRM Perfect Performance

Dec 5, 2017 4:54:00 AM

The CX genie is out of the bottle. The customer’s wish is now often more than many manufacturers can command. Consumers are changing the way they engage with every type of product or services organisation, from a retail brand to the manufacturer or wholesale supplier. Recent research carried out by the Aberdeen Group and BCG, Global Managing Consulting, found that more than 4 in 10 (41per cent) of manufacturers say that “unpredictable” customer demand is their top “pressure” and nearly half (48 per cent) find it “difficult to accurately track customer, supplier and partner transactions”. Far too many businesses are still stuck within a traditional silo model with just their own separate system of collected data.

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Insights for Manufacturers: 3 Steps Marketing Leaders Should Take to Empower Employees

Dec 4, 2017 6:00:00 AM

In our previous blog, Insights for Manufacturers: 5 Steps for Service Leaders to Empower Employees we discussed the importance of service leaders giving their employees the ability to quickly address issues through readily available information and effortlessly collaborate among other agents.

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Digital Transformation a Threat to Professional Services or a Passage to Profitability?

Nov 30, 2017 5:15:00 AM

One of the prevailing narratives trailing the incoming tidal wave of Industry 4.0 technology is the threat to Professional Services, and the level of future staffing. It was recently predicted by US-based consultancy, Opimas, that financial services was likely to lose 230,000 jobs by 2025, and asset management would fare much worse with the loss of 90,000 jobs during the same period. Is the growing fear of the Industry 4.0 ‘invasion’ preventing senior principals at law practices and accountancy firms, for example, from even trying to chart a passage through the perceived treacherous digital waters ahead?

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How One Cosmetics Manufacturer Tracks Lightweight Drums to Reduce Inventory Waste

Nov 28, 2017 6:11:00 AM

Every manufacturer looks for ways to reduce costs and eliminate waste from processes. For specialty chemical manufacturers, a good way to reduce product waste is to accurately track and use all inventory. Businesses that have embraced a digital transformation have the technology to keep an exact measure of product on-hand so that it can be used efficiently.

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