Thanks Jerry for the kind words!
For the Intellectual Property add-ons, I think I am fortunate because both Sage CRM and Dynamics 365 for Sales are both very easily customized and even configured. Plus I have two full-time developers so that helps greatly.
Our stuff isn't just reports - it's little enhancements throughout the system.
One example is Last Activity Date. This doo-dad takes the last activity and updates a field on the main Company screen with that date. This allows users to quickly query for "give me all my customers that I haven't spoken to in the last 90 days or longer." Pretty common request - very valuable - super easy to build.
Another example is Birthday Manager. This allows you to put a birthdate on an Person / Contact record and automatically send out a Happy Birthday greeting to them. This is a less valuable add-on but many of our customers love it.
Our Sage CRM add-ons are slightly bigger, more robust and our D365 add-ons are tiny little doo-dads that we bundle into packs so we have two different approaches which is useful as it shows you can go at it a few different ways.
Here's a link to our Sage CRM add-ons: https://www.azamba.com/sage-crm-add-ons/
And to D365 for Sales add-ons: https://www.azamba.com/microsoft-dynamics-365-add-ons/
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Peter Wolf
Azamba Consulting Group
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Original Message:
Sent: 03-22-2020 19:46
From: Jerry Norman
Subject: Switching to Services as a Subscription
Peter - this is a great interview. You are very good at this.
I have so far been a bit stumped at figuring out what the IP would be for a non-MD in the Sage 100 world. It's a bit different than the needs in the CRM space. I am not convinced that there are enough potential reports to justify it. What do you think?
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Jerry Norman
VP, 90 Minds
Smartbridge Partners
512.419.1444 x112
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