CRM Team

Zach Bodine

Zach Bodine

Director of CRM Services

Anosh Wadia

Anosh Wadia

CRM Project and Technical Manager

Mike Ahrenhoersterbaeumer

Mike Ahrenhoersterbaeumer

Sales and Account Executive CRM

Scott Jepsen

Scott Jepsen

Senior Project Manager

Marilyn Prevatte

Marilyn Prevatte

Director Quality Assurance

Richard Cookson

Richard Cookson

Content Writer

Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement

Creating the ideal customer experience revolves around customer engagement. Whether you’re nurturing a current client or trying to close a deal with a new one, how well you’re engaging with them is paramount to changing the account to “closed... read more

Drawing the Boundary Between Your CRM and CDP

We recently published a blog looking at the relationship between Master Data Management (MDM) and Customer Data Platforms (CDP) and the never-ending journey toward data unification. Following that, we wanted to expand the conversation by discussing the relationship... read more

Salesforce Quick Tips: Creating Custom List Views in Lightning

Like most tools in Salesforce, List Views are an excellent tool for sales and account managers to use in automating some of the more tedious everyday tasks. Without wasting a whole part of your day building out reports for a single field, you can use List Views to... read more

Exploring Healthcare CRM and the Salesforce Health Cloud

The expansion of technology into the healthcare field has lent itself to stronger patient-to-provider relationships. During a time when accessing patient information couldn’t be more important, having the right technology to integrate medical information across... read more

Benefits of Salesforce and Epicor Integrations

Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,... read more