Month: September 2022

Reliably securing funding is an indispensable component of any SaaS CFO's job. And now that the SaaS market has begun to follow suit with the broader economic trouble brewing …

Change is the only constant not just in lives but also in businesses. It takes moments for a unique product from a startup such as cookie dough from the …

Jason Gumpert NAV and BC veteran Andrea Hall joins the firm after 25 years on the customer side. Dynamics 365 Business Central Dynamics NAV MSDW Audio

MSDW Reporter Azure AI and Machine Learning Dynamics 365 Finance and Operations Dynamics AX MSDW Podcast Accounting AP Automation Business Process Mgmt Document Automation Document Imaging Document Management Financial …

The “Great Resignation” has had an impact on all industries. One sector that has suffered most greatly, is that of state and local governments. Deloitte explains in a recent …

Tipalti’s second annual financial user conference is back this September! Join us for three days of engaging virtual content, VIP networking, keynotes, and more on September 13 – 15, …

Hi there! I'm a growth/marketing consultant helping a local firm which works with financial advisors, providing market research and an in-house platform for portfolio management. The 30 or so …

Choosing a CRM – system can be pretty hard, so that's why I decided to compare two popular affordable and customizible CRM systems: Odoo and Zoho Check out a …

In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple …

For data to be merged effectively, it is essential to understand what data is being collected and how it will be used. Once this is understood, the next step …