When an Investment Firm Lost Weeks to Manual Email Processing: Alex's Story

https://technivorz.com/making-xpedition-crm-and-microsoft-dynamics-integration-actually-work-lessons-from-an-8-month-mess/

Alex ran operations at a mid-size investment firm. His day used to start with a small ritual that ate up most of the morning: coffee, inbox triage, and a spreadsheet where he tracked who had responded to compliance requests