Category: CRM



This episode is sponsored by Cavallo. On this episode we hear from Cavallo vice presidents Bob McAdam and Joe Alt for the latest guidance on the company's Dynamics GP solution roadmap and partnerships. GP users looking at both the Cavallo Salespad roadmap and their latest partnerships should find comfort in the ecosystem's future, including in the opportunities to modernize order management and build more integrated and automated systems. Cavallo's Salespad continues to evolve, both in terms of the core offering and with new partnerships and connectors, Joe and Bob explain. We discuss the addition of more granular controls over orders coming from e-commerce systems. And Cavallo's new partnership with WennSoft (formerly Key2Act) will benefit customers who want better integration of order management with job costing and service management. Looking ahead, Salespad Desktop is evolving to offer customers a more modular set of capabilities, Joe explains. And the company's spring event plans include a pre-day at DynamicsCon Live in May and their own Panels 2023 event later in the year in the company's home town of Grand Rapids. Show Notes: 2:30 – The Salespad product roadmap 5:00 – Why the partnership with Wennsoft (formerly Key2Act) makes sense and how the solutions align for customers in areas including job costing, service management, and inventory management 11:30 – Why GP customers have built their solutions around advanced solutions 12:30 – How the GP roadmap drives Cavallo's product planning 15:15 – More details on Salespad's GP roadmap 19:00 – More plans for connectors and automation 21:30 – Cavallo's plans to offer Salespad Desktop capabilities in more individual modules, including process analytics For more on the DynamicsCon pre-day, visit https://cavallo.com/scottsdale. If you have other questions about what you heard today, please email joe.alt@cavallo.com. https://www.youtube.com/watch?v=Gx6InXZFTwc



After more than 30 years since its release, Essbase continues to be leveraged by hundreds of financial services companies to address key needs related to financial and management reporting, profitability, planning & forecasting, and other use cases. But it’s 2023, and many companies recognize the benefits of downsizing on-premises footprints and migrating to the cloud – whether their environments are managed by IT, financial systems, or finance. Alithya has helped numerous companies with digital transformation efforts to reduce complexity and operating costs while enhancing functionality for end users. Attend this live session to learn what it will take to migrate your Essbase applications to Oracle Enterprise Performance Management (EPM) Cloud Enterprise and determine what approach best fits your profile. https://www.youtube.com/watch?v=GHjpv4PefqE