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Team Relationship Management, Contact Unification
and Data Enrichment for Dynamics 365 Business Central

Thu, May 16th, 2019

10 am PT / 7 pm CEST

Find out how small business teams and workgroups that aren’t ready for Dynamics 365 for Sales can manage interactions with customers, partners, and suppliers more effectively using Nimble + PieSync. Also discover how Nimble adds team contacts management and prospecting value to existing Dynamics users.

Increase customer acquisition, MRR, and RPU by providing contact unification and automated data enrichment for every relationship in your client’s organization.

Jon Ferrara, Nimble CEO, Sarah Mouton, PieSync Partner Success Manager, and Eamon Moore, President of Hikari Data Solutions demonstrate the value and process of creating an easy-to-access team relationship manager that gathers contact data from Office 365, Business Central, and any number of siloed data sources into a single system.

Sync Nimble bi-directionally with:

  • Office 365 and Outlook to enable workgroups to easily share contacts and conversations that are otherwise buried in individuals’ email, contacts and calendars.
  • Dynamics 365 Business Central to empower back office staff members to cultivate loyal relationships within their day-to-day workflow. Sales and business development teams can follow-up on key information or potential opportunities uncovered by back-office staff.
  • More than 170 front-/back-end systems. Staff can access complete customer views for every relationship directly within multiple front- and back-office systems.

Eamon will demonstrate how he transformed his business by syncing data from Office 365, Autotask, ConnectWise, Skype for Business, Xero, Twitter, and LinkedIn into a single system of record.

In the Modern Workplace, technology is no longer something that your company simply “uses;” instead, it becomes an integral part of your product, service, and organization. When embedded in your business, technology enables customer-facing teams to cultivate human-to-human engagements that drive your business.

In this webinar, Hikari CEO Eamon Moore and Nimble CEO Jon Ferrara demonstrate how modern sales, marketing and workplace tools enable your small business team to be more competitive, to respond more quickly to market and customer opportunities, and to run your business more efficiently and effectively.

Attend this webinar to:

  • Understand the megatrends reshaping customer and employee experiences.
  • Survey the benefits, challenges, costs and opportunities of digital transformation.
  • Learn how to prioritize technology and business considerations when charting your digital strategy.
  • See how Nimble CRM, when integrated with Office 365 provides a unified source of enriched contact records that any customer-facing team member can easily access.



Sarah Mouton

Partner Success Manager

Sarah is the Success Manager at PieSync. She makes sure to provide all the information PieSync’s software partners need on a daily basis. When she is not figuring out how to make their partners happy, she is learning about traveling, skiing, running, and hiking. Sarah’s specialties include: learning & development, people development, training, facilitation, coaching, talent management.

Eamon Moore

Founder & CEO
Hikari Data Solutions

Eamon was the Founder & CEO of EMIT, Microsoft's Global Small & Midmarket CSP Partner of the Year in 2016. He successfully exited the company two years later. Eamon's latest venture is Hikari Data Solutions, where he leads a team of business and technology professionals who specialize in the areas of CRM, Business Intelligence & Data Solutions for small business teams. Eamon also acts as a strategic advisor to both startups and established businesses.

Jon Ferrara

CEO at Nimble
Founder of GoldMine

Jon is a pioneer and creator of CRM solutions, and noted speaker on topics such as Social Media’s effects on sales and marketing. Jon’s most recent venture is Nimble, a leading Social Sales and Marketing CRM. He’s been recognized on Forbes as one of the Top 10 Social CEOs, Top 10 Social Salespeople in The World and among the Top 50 Social Business Twitter Accounts You Must Follow.

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