You'll Learn:
Legacy CRMs weren’t built for fast-moving SaaS and tech companies. They're clunky. They're siloed. And they force your teams to work around them instead of through them.
Sound familiar?Watch this 30-minute session where HSO and Microsoft show you what high-growth tech companies are doing differently — and why switching to Dynamics 365 CRM is no longer optional.
- 1
AI That Actually Drives Revenue
✅ Eliminate cold starts with Copilot researching leads, drafting outreach, and surfacing next-best action
✅ Automate repetitive sales and marketing tasks that waste hours every week
✅ Use lead scoring that adapts in real time, not quarterly
- 2
Your Teams Deserve More Than a Tab Switch
✅ Work inside Outlook and Teams — not alongside them
✅ Collaborate on deals, pipeline, and delivery status in one ecosystem
✅ Embed real-time data directly into your daily workflow
- 3
From Prospect to Profit — in One Unified Platform
✅ Sales, delivery, finance, and resourcing on a single Microsoft-powered backbone
✅ Automate forecasting, quoting, resourcing, billing, and reporting
✅ Kill the swivel-chair syndrome for good
This Isn’t a Product Demo. It’s a Wake-Up Call
If you’re still running disconnected tools across sales, delivery, and customer success, you’re already behind.This session is built for:
- CROs, COOs, and RevOps leaders chasing scalable growth
- Tech leaders trying to connect CRM, project delivery, and BI
- Anyone tired of duct-taping tools together while competitors automate everything
Walk Away With:
- A playbook for streamlining your tech stack
- Real-world AI use cases that make sales and delivery move faster
- A modern CRM strategy that won’t crumble under growth
Watch On-Demand
Hosted By: Andy Yeomans
Executive Vice President
With over 20 years of experience in Microsoft’s digital solutions, Andy is a seasoned expert in helping organizations transform their business using technology. As Executive Vice President, he oversees the organization’s digital transformation strategies using the Microsoft Cloud, Dynamics 365, and the Power Platform. Andy's deep expertise in cloud transformation initiatives and the Microsoft technology stack makes him an invaluable partner in your firm’s digital journey.
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Schedule a call with us.