Podcast Episode: Reshaping ERP with Microsoft Dynamics & AI with Jeffrey Goldstein
Join us for an insightful discussion with Jeffrey Goldstein, Global Managing Director of Queue Associates. He reveals how Microsoft Dynamics and AI tools, specifically Microsoft Copilot, are fundamentally reshaping ERP systems.
He also shares his vision for a future where AI changes the terms of traditional CRM and ERP. Jeffrey also underscores the importance of partnering with innovators like Microsoft. His early adoption of cloud technology offers a strong view on staying competitive in today’s fast tech world.
Empowering Sales Teams with Integrated Microsoft Solutions
Equip your sales team with powerful methodologies. To begin, we explore the essentials of establishing credibility through comprehensive product knowledge. By leveraging the integrated Microsoft suite, we empower sales teams. Consequently, they can offer authentic client recommendations.
Jeffrey weighs the benefits of cohesive, integrated systems over a best-of-breed approach. Indeed, the conversation unfolds the value of minimizing operational risks. This is achieved by choosing ERP systems that communicate seamlessly, ultimately offering more value than disparate top-tier solutions.
Leading with Positivity, Transparency & Strategic Goal Setting
Leadership shines under the spotlight. First, we focus on the power of positivity and leading by example. Discover how happiness and joy can truly motivate teams. Moreover, learn why transparency and sound decision-making are crucial components of effective leadership.
The episode then wraps up with an exploration of personal goal setting in sales. It showcases how visualizing aspirations and celebrating team achievements can drive success. Finally, balancing CRM strategies to align with business goals emerges as a key theme. This illustrates both the challenges and freedoms within these powerful information systems.
Meet Our Guest: Jeffrey Goldstein, Global Managing Director, Queue Associates
Jeffrey Goldstein is the Co-Founder and Global Managing Director of Queue Associates. Jeffrey started Queue Associates in July 1992. Since then, he has been key to the company’s growth and success. This has been achieved through his strategic insights and leadership. He has developed a deep understanding of information systems, driven innovation, and ensured exceptional client satisfaction.
Jeffrey holds a Bachelor of Business Administration (BBA) in Management Information Systems from PACE University (1980-1984). He also holds a Master of Business Administration (MBA) in Management Science from Iona University (1986-1989). He has talents that go beyond work. For example, he takes part in industry associations, events, and sponsorships.
He also served as a past President of IAMCP Americas. He dedicated his time to promoting excellence and teamwork in the tech industry. One of his proudest moments at Queue Associates was when the company was named the worldwide Microsoft Dynamics SL Partner of the Year. The company’s accolades continue to increase as Queue expands operations across the globe.
Key Takeaways:
> How Microsoft Dynamics and AI tools, including Microsoft Copilot, are reshaping ERP systems.
> Jeffrey’s vision for how AI advancements will redefine CRM and ERP terminologies.
> The importance of integrated Microsoft solutions for enhancing sales team credibility and minimizing operational risks.
> Strategies for effective leadership, including the power of positivity, transparency, and team motivation.
> Insights into personal goal setting in sales and balancing CRM strategies with broader business goals.