Edgewater Fullscope Blog

3 Ways CORE Leads an Organization in Becoming CRM Ready

Sep 13, 2017 9:24:00 AM

Let's first start by going through a rundown of everything we've learned so far about the CRM Ready model. The CRM Ready model is an aspirational goal that Fullscope has for our customers. We want our clients to utilize this because it has been fashioned after other companies who have been the most successful in CRM. We work to move everyone that comes on board with us towards the CRM Ready model because it works. 

Read More

Enable Relationship Intelligence and Transform your Customer Experience

Jul 11, 2017 4:00:28 AM

In professional services, relationships are everything. Often, service firms expect all communications for an account to go through one account manager. If you are trying to pitch a new service to an account or reach a new contact at an account, all roads usually point back to an account manager. However, you may have other resources that have relationships with this account, either in a different department or location. It’s important that you have technology that enables communication internally so your teams can connect and share account level details before contacting an account. Customers want you to demonstrate an understanding of their business, their industry and their pain points.

Read More

4 Ways Today’s Professional Service Buyers are Unique

Jun 6, 2017 4:00:16 AM

My colleague, recently wrote an article why your current customer experience won’t work for today’s services buyers. I wanted to expand on the topic a bit more by focusing on 4 key ways that today’s buyers are different.

Read More

Why Service Firms are Changing the Way They Interact with Customers

May 23, 2017 4:00:42 AM

Why Improving the Customer Experience Matters

In today’s market, professional service firms must be able to deliver a great customer experience to stay competitive.

Read More

AX Technical Tip: Understanding Best Practice Errors on Table Relations

Dec 11, 2015 12:47:07 PM

Insights from: Chris Jamison (Fullscope Solution Architect)

Microsoft Dynamics AX 2012 uses table relations to indicate relationships between different tables by linking a field or fields from one table to the same field or fields in another. This can be used, for example, to implement parent-child relationships such as the sales order header and its order lines.

Having table relations in place facilitates some automatic functions within the client user interface (UI). For example: field value selections from a drop-down list of valid values, automatic validation of values entered in the UI form fields, and automatic linking of parent-child records in a UI form.

Read More