Modern IT Technology partnering in the Insurance industry
WEBINAR
Chris Hemsworth
Chief of Product
PhonePe
Chris Hemsworth
Chief of Product, PhonePe
Declan heads up Marketing at strategicabm. After some 20 years working as a CMO in the Professional Services, SaaS and EdTech sectors, Declan is now Agency-side building the strategicabm brand and sharing our clients’ ABM success stories.
Alok John
CCO, Thence
Taylor is the Principal, ABM Strategy and Customer Experience at Terminus where she is the voice of the customer inside the organization. A previous Terminus customer, Taylor brings a unique perspective to her role to champion the most effective use of Account-based Marketing and technology
Watch this episode
and learn...
and learn...
How Taylor is the voice of the customer within Terminus
How she helps customers align strategy and goals
How not to be ‘misled’ by technology
What makes a successful ABM strategy
The full transcript
00:00
Impact of AI and the cloud
Alok John: Hello everybody. My name’s Alok John. I’m a Dynamics 365 business applications MVP. And I want thank you for tuning into Digital Adoption Talks. Today, there are over 300,000 business professionals with digital adoption in their job titles on LinkedIn. We’re talking to some of the digital adoption leaders in our Microsoft ecosystem.This week we are thrilled to be talking to Chris Gherardini from Turnkey Technologies. Chris, you’ve got over 25 years of experience leading your partner organization. Chris, we’d like you to introduce yourself. And tell us a little bit about you and your organization.
02:00
Turnkey Technologies delivers ERP solutions
Chris Hemsworth: Great, thanks Alok. Yes, I am the owner and president of Turnkey Technologies. I founded the company in 1994.So from a background standpoint, I’ve been dealing with the Dynamics solution since the mid-eighties, so closer to 35 years in the ERP space. But today, so Turnkey’s turning 29 next month. And again we’re, completely focused on the Microsoft Dynamics portfolio and the Microsoft Cloud solution stack.
Really, we lead with the business applications, again, about 85% of the practice is delivering ERP solutions, Dynamics, GP Dynamics, Business Central, Dynamics Finance and Operations. And then the remainder of the practice is really the, customer engagement platform, aka CRM, and then Power Apps, Power Platform, and certainly Modern Workplace and Azure.
Really, we lead with the business applications, again, about 85% of the practice is delivering ERP solutions, Dynamics, GP Dynamics, Business Central, Dynamics Finance and Operations. And then the remainder of the practice is really the, customer engagement platform, aka CRM, and then Power Apps, Power Platform, and certainly Modern Workplace and Azure.
10:30
Organizations pivot with AI and the cloud
Alok John: Now we’re going transformation to AI. Lots of things are happening to organizations. So many organizations are pivoting. As, Chris you were saying, to more of a mobile workforce where we’re not sitting together, we’re not meeting quite as often. How do you think organizations are coping with this change that’s really starting to occur now, but really started to rev up three or four years ago.
Chirs Hemsworth: There’s an, I would say, continuous evolution. So is what we saw happen in the early portions of Covid. And there was a lot of scrambling in 2000, but instantly in March of 2020, everybody didn’t come back to work.
Chirs Hemsworth: There’s an, I would say, continuous evolution. So is what we saw happen in the early portions of Covid. And there was a lot of scrambling in 2000, but instantly in March of 2020, everybody didn’t come back to work.
12:00
AI and the cloud: Technology can’t fix everything
There was a mindset, I think before Covid, that you couldn’t deliver an enterprise CRM or ERP project without being on the ground with somebody. I think that’s gone away. I think that we thought it went away, but let’s, practice psychology for a minute.
I went back to grad school to take psych because people didn’t work, right? And I’ve seen things fall apart because the people don’t get any contact. And in my opinion, you can do a large part of the life cycle of the deployment remotely. No question about it. Lot of efficiencies, saving on t and e.
However, I do believe that without building a rapport relationship with clients at the onset of a project, there’s a compromised risk. I’ve seen it personally.
So certainly we look at four touchpoints on an ERP implementation. We want the teams to be together at the very onset in the analysis phases and let them start building those relationships. Because I’m going guarantee you faces on the screen, they’re not going to get to that point that they need where they trust.
I went back to grad school to take psych because people didn’t work, right? And I’ve seen things fall apart because the people don’t get any contact. And in my opinion, you can do a large part of the life cycle of the deployment remotely. No question about it. Lot of efficiencies, saving on t and e.
However, I do believe that without building a rapport relationship with clients at the onset of a project, there’s a compromised risk. I’ve seen it personally.
So certainly we look at four touchpoints on an ERP implementation. We want the teams to be together at the very onset in the analysis phases and let them start building those relationships. Because I’m going guarantee you faces on the screen, they’re not going to get to that point that they need where they trust.
In banking or finance, trust is the only thing you have to sell.”
— Patrick Dixon, Investment banker
18:40
ChatGPT, AI, Machine Learning, Data Breakdown
I can see in my industry at least that the way that we’ve been thinking about AI for so long is about how do we do machine learning? How do we do data breakdown? Stuff like that. It’s completely going to change.
Now we are going to see AI in a completely different perspective after ChatGPT, and I think it’s going to be incorporating more technology.
Chris Hemsworth: And it’s going to get interesting about what gets recorded. So I think people are going to be careful. I think people are going to say, Hey, you need to ask permission if you want to record. I think a lot of these technologies are coming very quick. But I think they’re going to sprout a whole new set of rules and a whole new way that we engage with people.
Chris, would you like to add anything? And the next question I have for you is really. How’s, what’s the role of the Microsoft partner in this future?
Now we are going to see AI in a completely different perspective after ChatGPT, and I think it’s going to be incorporating more technology.
Chris Hemsworth: And it’s going to get interesting about what gets recorded. So I think people are going to be careful. I think people are going to say, Hey, you need to ask permission if you want to record. I think a lot of these technologies are coming very quick. But I think they’re going to sprout a whole new set of rules and a whole new way that we engage with people.
Chris, would you like to add anything? And the next question I have for you is really. How’s, what’s the role of the Microsoft partner in this future?
Section header
So we’ve gone to a completely digital model where everything’s accessible from everywhere. That’s not going to change. But as we think about now, AI coming into the play, it’s okay, how’s that changing things?
Chris Hemsworth
Chief of Product, PhonePe
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