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Pat Lee

Pat is focused and passionate about helping clients transform their business for better efficiency and exceptional sales and service for their customers with Microsoft Dynamics 365, SharePoint, Business Intelligence, and Digital Solutions.

Pat Lee recent posts

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The Secret to Successful Property Management

Professional Services

What does it take to be a successful commercial real estate company? Time after time, the answer always points to the ...

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Operations Management: How-to Enable the Best Service Maintenance for Your Properties

Customer Relationship Management

In our previous blog, we discussed how important it is to maintain positive tenant experiences, and how the software ...

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AAA Cooper Transportation Implements Single-Source Microsoft Dynamics CRM Solution

AAA Cooper Transportation, a privately held asset based multi-regional transportation solutions provider, turned to ...

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Sales Leader Challenges and Saving Your Team Time

Customer Relationship Management

As a sales leader, your number one priority and most important responsibility is to help your team achieve (if not ...

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Improved Customer Service Through Customer Portals

Customer Relationship Management

Did you know that 78% of customers will bail on a transaction if they have a poor customer service experience? And it’s ...

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Building an Effective CRM Strategy

Customer Relationship Management

The CRM industry has changed a lot over the past 5 years. AI-enhanced CRM and many other technologies have added ...