Mark Margolis

Cloud Software, CX, Product Development and probably AI

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Category: Product / Project Management

Technology ROI profiles

A Simple Value Framework

Agents and the future of Business & Apps

Culture and technology

The shape of change

AI Assessment Framework

CRM Solution Management and FinDemo

CRM Implementation Best Practice with Microsoft Dynamics CRM

Product, Project and Day to Day Prioritisation

XRM for Financial Services – Updated

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  • Recent Posts

    • The Microsoft Platform Slide 2.0
    • Foundation principles Vs The pace of change
    • Agents, AI and the evolving messaging
    • Deal Planning & Qualification
    • Generative AI for UI

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    • Retail Banking Template

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