Transforming Dynamics 365 Marketing Engagement Into Automated Business Workflows
Most firms still rely on manual follow‑up after marketing emails, causing delays and missed opportunities. Dynamics 365 Customer Insights – Journeys centralizes interaction data in Dataverse and automates lead scoring using custom triggers linked to Power Automate. By mapping email opens, clicks, form submissions, and event registrations to engagement scores, the platform converts prospect activity into qualified leads without human intervention. This seamless handoff aligns marketing campaigns with sales outreach, accelerating the conversion pipeline.
Microsoft Dynamics Partner Roundup: Vertical Acquisitions; Role-Based D365 F&SCM Video Training; Fashion & Apparel Tech; Production Planning Integration
Microsoft Dynamics partner Innovia Consulting acquired 365Vertical and 365 Cannabis, expanding its footprint in cannabis, agriculture and manufacturing verticals. Item by Item introduced role‑based video training directly inside Dynamics 365 Finance and Operations via Copilot, enabling on‑the‑job learning. Aptean launched a new...
The State of Salesforce Nonprofit Offerings in 2026
Salesforce confirms the Nonprofit Success Pack (NPSP) remains supported but has not received new features since March 2023. The company has rebranded Nonprofit Cloud as Agentforce Nonprofit, positioning it under the broader Agentforce 360 for Nonprofits umbrella. New eligible nonprofits receive Enterprise‑edition...
SendGrid Vs. Mailchimp: Which Email Platform Is Better In 2026?
In this episode Vytautas Palubeckas compares SendGrid and Mailchimp, highlighting that SendGrid is a developer‑focused platform optimized for high‑volume transactional emails, while Mailchimp is a marketer‑friendly suite offering drag‑and‑drop design, robust automation, and broader CRM tools. Key takeaways include the...
From SAP Emarsys To SAP Engagement Cloud: Powering The Next Era Of Engagement
In this episode Sara Richter announces the rebranding of SAP Emarsys to SAP Engagement Cloud, highlighting its evolution from a marketer‑first personalization tool to an enterprise‑wide, AI‑enabled engagement platform. She explains how the new solution integrates real‑time customer insights, operational...
“Transient” Salesforce Validation Rules
Salesforce records such as Leads, Opportunities, and Cases are "transient," evolving through stages as more information becomes available. Traditional validation rules that require fields at creation can force sales reps to guess, compromising data quality. By incorporating the stage name...
“It’s Slow” Is Not a Diagnosis: How to Actually Fix Dynamics 365 F&SCM Performance Issues
Dynamics 365 Finance and Supply Chain Management (F&SCM) performance problems stem from interactions across SQL databases, AOS application servers, and the Batch framework, making root‑cause diagnosis challenging. Built‑in tools like Lifecycle Services and Application Insights provide high‑level telemetry but lack...
From the Microsoft Dynamics 365 Finance and Supply Chain Management: Accounts Receivable; Feature Management; Performance After Go-Live; Frontier Firm Vision
Microsoft’s Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) is highlighted for its ability to tighten accounts‑receivable cycles, offering dashboards, automation, and predictive insights that accelerate cash collection. The platform also introduces streamlined feature‑management tools that let administrators toggle new updates...
From the Microsoft Dynamics 365 CE/CRM Blogs: Disposition Codes; AI Invoice Approval; Save Time with Email Templates; Create Better Relationships
The latest Dynamics 365 CE/CRM blog roundup highlights four practical upgrades for customer‑service teams. Disposition codes now let agents log conversation outcomes, delivering cleaner data and actionable reporting. Multi‑stage AI invoice approval, powered by Copilot Agents, automates low‑value approvals while routing...
Migrating to Databricks – A Guide
The guide cautions that moving to Databricks won’t fix weak data fundamentals; organizations must first establish clear dev‑prod separation, version‑controlled code, and cost accountability. It urges teams to define real needs, avoid over‑architecting, and split infrastructure choices from data‑architecture decisions....
How to Design Salesforce Agent-to-Agent (A2A) Architecture
Salesforce is moving from isolated chatbots to an Agentic Swarm architecture built on the Atlas Reasoning Engine. The model introduces a generalist Orchestrator that parses intent and delegates work to narrow‑focus Specialist agents via Agent Builder and Data 360. Two core...
From the Microsoft Power Platform Blogs: Power Apps MCP; Data Change Request Architecture; Build Reusable Component Collection; Power Apps Error...
Microsoft announced a public preview of Power Apps MCP (Model Context Protocol) and a redesigned agent feed, allowing AI agents to automate routine tasks within low‑code business applications. The AI assistants can ingest emails or documents, extract key data, and...
Microsoft Dynamics Partner Roundup: New Microsoft Clients; Housing Services Win; Manufacturing Industry Lead
Microsoft Dynamics partners announced several strategic moves this week. Endeavor4 added over 60 former DataSys clients, extending its ERP support across North America. Solvares Field Service and Infinity Group secured Saxon Weald as their first joint housing customer, deploying a scheduling...
The Dangers of a CCaaS Monoculture – Interview with Paul Hughes of Mitel
In the latest Punk CX podcast, Paul Hughes of Mitel argues that hybrid CX solutions are now the enterprise default, especially for regulated firms that need both cloud and on‑premise capabilities. He warns that a CCaaS monoculture—relying on a single...
8am Expands LawPay Into Full Financial Management Platform for Law Firms, with Payments, Billing and Reporting
8am has upgraded its LawPay platform into a full‑service financial management solution for law firms, adding invoicing, time‑tracking, expense management, and real‑time reporting to its existing payments engine. The new offering features Smart Spend, an automated expense tool powered by...
Payroll Mistakes Cost More Than Dollars
Restaurant operators face razor‑thin margins and complex payroll compliance, and generic all‑in‑one SaaS platforms often fail to handle industry‑specific nuances such as tip pooling and multi‑state tax rules. Payroll errors not only frustrate staff but also trigger fines, higher turnover,...
HG's Acquisition of OneStream
Hg has completed the acquisition of OneStream for $6.4 billion, paying $24 per share—a 31% premium to the prior market price. The deal positions Hg as a major player in corporate performance management (CPM) and business intelligence, leveraging its software expertise...
Press Release: Airlines Take Advantage of Open Access to Routehappy
ATPCO opened Routehappy to all Community Participation airlines on 1 January 2026, pushing the platform’s adoption to 106 carriers – a 152% increase in one year. Since June 2025, more than 60 airlines, including Finnair, China Airlines, SAS and Singapore Airlines, have uploaded...
CRM Implementation Guide: 9 Steps to a High-ROI Rollout in 2026 – Shopify
In this episode Shopify’s CRM strategist Kristen Makin explains why 70 % of CRM projects fail and outlines a nine‑step roadmap for a high‑ROI rollout in 2026. The discussion emphasizes treating CRM as a strategic, cross‑functional operating model rather than a...
Software Company monday.com Plunges 22% Today, -82% From High, -50% From IPO Price, Into Our Imploded Stocks
Monday.com’s shares tumbled 22% to about $76.70 after its earnings release, marking a record‑low close. The stock is now 82% below its November 2021 peak and 51% beneath the $155 IPO price. While Q4 revenue rose 25% to $334 million and beat...
Can You Fly That Thing?
The post argues that AI "skills"—executable English‑written programs—transform conversational agents into operators capable of performing specific tasks. It highlights the rapid growth of public skill repositories, with tens of thousands of community‑built skills amassing thousands of GitHub stars. For consumers,...
How To Use Virtual Warehousing To Manage Your Inventory
The episode explains virtual warehousing—a cloud‑based system that gives ecommerce merchants a single dashboard view of inventory across multiple physical locations, from warehouses to stores and 3PLs. It outlines key benefits such as centralized visibility, lower storage costs, faster fulfillment,...
Seven Reasons SaaS Valuations Are Crumbling in the Age of AI
SaaS valuations have slumped from seven‑to‑eight times revenue to roughly three‑to‑four times as AI tools reshape the sector. AI‑driven coding lets companies replace legacy SaaS with custom apps, eroding lock‑in and pressuring per‑seat pricing. Long‑term revenue durability is questioned, entry...
How Nebius Built a $4B+ GPU Cloud in 18 Months: The 7 Top Lessons Learned
Nebius, a Yandex spin‑out, built a $4 billion GPU cloud in 18 months, scaling from zero U.S. staff to 40+ and constructing a 300 MW data center in New Jersey. The company leveraged its deep engineering talent, a targeted network of early...
PE Is No Longer Coming to the Rescue. And That Probably Means No One Will.
Private equity, once a reliable exit for B2B SaaS firms hitting $20M ARR, has largely withdrawn its support as of 2026. While total technology M&A reached a decade‑high $587 billion in 2025, PE capital is now concentrated on AI‑accelerated, high‑growth or...
How to Actually Use Claude Code to Build Serious Software
The author shares six months of hands‑on experience using Claude Code to build a full‑stack SaaS platform, emphasizing that the tool’s real power lies in its configuration rather than raw code output. By connecting Claude to a live browser session...
Data, Subscription, Events: The Media Model Driving M&A
Investors are targeting B2B media firms that combine proprietary data, subscription revenue, and live events, a hybrid model seen as AI‑proof and resilient. Recent deals include Bridgepoint’s minority stake in Exile Group, Montgomery’s acquisition of Halldale, and DVV Media’s split...
How Markets Price AI Risk
The post highlights a stark valuation split in software stocks as vertical SaaS companies plunge 43% YTD while dev‑tools decline only 21%, reflecting market pricing of AI risk. It argues that despite strong moats, vertical firms’ slower 8% growth triggers...
Best Software for Factoring: The Platforms That Make Funding Faster, Risk Tighter, and Back Office Cleaner
The episode breaks down the essential features of top factoring software platforms, highlighting how an all‑in‑one solution can curb revenue leakage, boost real‑time cash‑flow visibility, and automate the invoice lifecycle from submission to settlement. SOFT4Factoring is championed as the premier...
Building Earmark: How a Two-Person Team Turned Meetings Into Finished Work
Earmark’s new productivity suite transforms live meetings into concrete deliverables such as product specs, tickets, and slide decks, eliminating the traditional post‑call cleanup. The platform runs several specialized AI agents in parallel, translating jargon, drafting documents, and even spawning prototypes...
CommerceX Raises ¥17.3B Series A for Retail Tec
CommerceX Holdings, a Japanese retail‑tech firm, raised ¥17.3 billion in a Series A round that combines equity and debt financing. The capital will fund an aggressive M&A strategy and upgrades to RECORE, its cloud‑based POS system for the reuse industry. Management targets...
Google's 52x AI Growth
Google’s Q4 2025 earnings call highlighted a dramatic AI surge, with Gemini processing over 10 billion tokens per minute—a 52‑fold year‑over‑year rise to an annualized 430 trillion tokens. Serving costs fell 78%, delivering a 4.5× efficiency gain per GPU hour. Cloud revenue...
Planning Your First Sales Hire? You Don't Need a Performer. You Need a Producer.
In this episode, Garrett Brown explains why early-stage startups should hire a Sales Producer—not a traditional Sales Performer—for their first sales hire. He defines the Producer role as the person who invents the sales playbook, identifies target customers, sets pricing,...
Retail Mobile CRM Guide 2026: Features, Use Cases, and Top 3 Apps
The episode defines mobile CRM for retail as a frontline‑focused system that lets associates capture context, act quickly, and trigger follow‑ups, distinguishing it from simply shrinking a desktop CRM onto a phone. It outlines essential features—fast in‑the‑moment UX, offline‑first access,...
Palantir: The Greatest Enterprise Software Company Of All Time Ever? Could Be.
Palantir reported a record Q4 2025, generating $1.4 billion in revenue—a 70% year‑over‑year jump that pushed its run‑rate above $5 billion. The company posted a Rule‑of‑40 score of 127, driven by 57% adjusted operating margin and 139% net‑dollar‑retention, while U.S. commercial revenue...
Windsor Boosts In-Store Traffic By 48% With The Happy Returns BORIS Solution
In this episode, Steve Hutt discusses how Windsor, a major women’s fashion retailer, leveraged Happy Returns’ BORIS solution and Return Bars® to turn product returns into a driver of in‑store traffic and loyalty. By shifting 74% of returns to physical...
10 Bloop Alternatives & Competitors For 2026
In this episode Aaron Orendorff walks listeners through the top ten alternatives to Bloop for loyalty and rewards, highlighting each platform’s key features, from Yotpo Loyalty’s strategic partnership model to Smile.io’s Shopify‑centric simplicity. He stresses three pillars for choosing a...
I Wrote Off $4M to $0. My Co-Investor Marked Up the Same Deal to $30M. Here’s What Founders Need to...
The author wrote off a $4 million SaaStr Fund investment to zero, while a co‑investor marked the same deal up to $30 million. The divergence stems from the co‑investor’s need to showcase a strong TVPI while fundraising for a new fund, prompting...
🧠 Community Wisdom: How You Feel About Your Job Right Now, What to Do While Waiting for AI Responses, Making...
In this Community Wisdom episode, the host curates top Slack discussions covering how members feel about their current jobs, strategies for staying productive while awaiting AI model responses, and the merits of publishing product roadmaps publicly. The conversation also contrasts...
How To Use a CRM POS System To Grow Sales (2026)
In this episode Brooke Kiley explains how integrating a CRM with Shopify POS creates a unified customer record that syncs online and in‑store activity, enabling true omnichannel commerce. She outlines the benefits—single‑view insights, personalized clienteling, and automated loyalty/retention marketing—backed by...
The Trade Desk Was Priced for Perfection. Then Growth Slowed. Now It’s the Worst Performing Stock in the S&P 500.
The Trade Desk, once the ad‑tech darling, saw its stock plunge 73% as revenue growth slowed from 26% in 2024 to roughly 18% in Q3 2025. The market cap collapsed from $70 billion to under $15 billion, reflecting a sharp multiple contraction...
Why Your Headless Commerce Investment Isn’t Solving Your Omnichannel Problems (And What Actually Will)
The episode explains why headless commerce alone can’t solve omnichannel challenges, emphasizing the need for a robust orchestration layer that connects front‑end speed with back‑end operations. While headless architecture delivers fast, personalized shopping experiences, it fails at inventory visibility, order...
Upgrading E-Commerce Client Bolster with Salesforce Involvement Cloud
The episode explains how Salesforce Experience Cloud can transform e‑commerce support by creating a unified, self‑service portal that integrates orders, cases, and CRM data. It highlights the benefits of reduced support costs, personalized omnichannel experiences, and secure customer or partner...
Best Attentive Alternatives And Competitors To Consider In 2026
The episode breaks down Attentive’s niche in SMS and RCS automation and why its demo‑only, custom‑priced model suits mid‑size to large brands. It then surveys 11 alternatives, highlighting Omnisend as the top all‑round ecommerce choice with global SMS, email, and...
In Early-Scale Growth, the Dominant Cost Is Not CAC. It’s Time.
The episode argues that for early‑scale startups with clear product‑market fit and ample runway, the biggest cost isn’t customer‑acquisition spend but the time lost to slow learning. It explains why obsessing over CAC too early can double burn by extending...
A Coxswain on Your Shoulder
Tom Tunguz created an AI meeting‑review agent that acts like a coxswain, silently analyzing recordings of pitch meetings, one‑on‑ones and investor calls. The system scores each conversation on a five‑point rubric—active listening, empathy, questioning, clarity and technical depth—providing concrete feedback...
Would You Trust Amazon with Your QuickBooks?
Amazon has launched an embedded QuickBooks Online app inside Seller Central, fulfilling a promise made last year. The multi‑year partnership with Intuit lets sellers import financial data, view profit‑and‑loss trends, and monitor inventory across channels, with a three‑month free trial...
Simpro Group Acquires AI Customer Engagement Platform Delight
Simpro Group, a leading provider of operating software for trades, announced the acquisition of Delight, an AI‑driven customer engagement platform that previously served as an integration partner. The deal enables Simpro to embed Delight's automated follow‑up tools directly into its...
Please Stop Selling Like It’s 2021
The post argues that B2B sales tactics from 2021 are obsolete in 2026. Buyers now expect AI‑driven solutions that install themselves, cost less, and eliminate migration friction. Demonstrations and lengthy calls no longer persuade when customers can “vibe‑code” their own...
It’s Planning Season, Don’t Let Your Tech Stack Lock You Into Another Year
The episode highlights why early Q1 is the ideal time for founders to reassess their email and SMS platforms, emphasizing that many stay on suboptimal tools out of fear of disruption during peak seasons. It explains that switching during low‑traffic...
