Category: CRM



This episode is sponsored by SignUp Software. The e-invoicing landscape is evolving in North America with increasing regulatory pressure and growing customer demand for automation and efficiency. Our guests on this episode, Johan Niedomysl, COO of NAB Solutions Inc. and SignUp Software's product manager Tomás Navarro and director Bob Monio, set the scene for the growing role of e-invoicing in the US, Canada, and Mexico. While e-invoicing has advanced much more quickly in other parts of the world, our guests explain why North American businesses already pay attention to the technology enabling e-invoicing and what Business Central customers are doing today to strengthen their functional capabilities. We discuss the reality in North America compared to e-invoicing in other parts of the world, what BC customers in North America can learn from experiences elsewhere, and what it takes to build a scalable, future-ready e-invoicing setup for BC. https://www.youtube.com/watch?v=jjDihpOr02k



Discover how Dynamics 365 empowers businesses to capture untapped SMB revenue using Sales Close Agent. See how this agent handles sales advisory, objection handling, and deal closure at scale. Learn how it may accelerate deal velocity and drive growth in the with SMB leads and opportunities. Learn more at https://msft.it/6053sAhc9 #Microsoft #Dynamics365 #Copilot https://www.youtube.com/watch?v=HxrD8C2LCqk



Microsoft MVP Andrew Welch is the founder of the AI-focused consultancy Cloud Lighthouse, where he and his team now help organizations begin or evolve their AI strategies. He joins us to discuss some of the ways organizations are trying to gain confidence with AI today and the challenges they face in terms of strategy, technology, and organizational change management. Andrew shares examples and anecdotes from his team's work, including ways different kinds of companies are building on past progress or fixing bad habits to prepare themselves for success with AI-driven solutions. We also discuss topics including how to measure outcomes for AI investments today, Andrew's community efforts, Cloud Lighthouse's participation in the Center for Trustworthy AI, and the Center's upcoming event in the spring, the Brasov Forum. Show Notes: 3:00 – Founding and growing Cloud Lighthouse 7:45 – Where client conversations start regarding AI investment 11:30 – What help organizations need today in building and executing a strategy for deploying AI-based tools 17:00 – How to understand and prevent AI failures 22:45 – The relationship between AI for personal productivity and for the enterprise 26:30 – What constitutes a customer win in this world? 30:30 – About the Center for Trustworthy AI Links: Andrew on LinkedIn: https://www.linkedin.com/in/andrewdwelch Center for Trustworthy AI https://www.centerfortrustworthyai.com/ Brasov Forum: https://www.brasovforum.com/ Cloud Lighthouse https://cloudlight.house/about https://www.youtube.com/watch?v=PSE_WYZQjbI