B2B CRM and ERP Trends Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software is evolving faster than ever. Systems providers are creating new ways to meet the demands of new, prospective industries by leveraging additional services and capabilities further enhance popular out-of-the-box software. All of this is in the name of collecting and purposefully …
Asking the question, “Do we need CRM program”? Our founder, Bryan Sapot, tackles the most important questions that companies should evaluate when considering the jump. Implementing a CRM program is not a flippant task. Organizations carefully plan these implementations, and must have follow-throught and proper vision from the beginning to achieve the highly touted benefits of …
Epicor System Upgrade vs. Reimplementation There are a lot of benefits to upgrading your current Epicor system to the new Epicor version 10. We’ve actually covered those previously, and are quite confident that Epicor does as good of a job as anyone selling the benefits of doing so. However, what we often find many struggle with is the …
Infographic: Epicor System Upgrade, or Reimplementation? Read More »
FDA mandate creates new challenges A new mandate from the FDA aims to standardize food safety and traceability methods. On July 25th, those involved with food supply chain management must be capable of conducting a full scale product recall from its entire supply chain in electronic format in less than 4 hours. With that date …
Mitigate Supply Chain Management Risks Using ERP Read More »
Upgrading Epicor Software to Version 10 There are a lot of benefits to upgrading Epicor software to the new Epicor version 10. We’ve actually covered those previously, and are quite confident that Epicor does as good of a job as anyone selling the benefits of doing so. The question we commonly get is, “what are …
Upgrade ERP or CRM Without Leaping Off A Bridge When your company embarks on the quest to upgrade ERP or CRM, something will likely inevitably throw the project off its intended goals; and could leave the internal stakeholders considering throwing themselves off something suspended high above water. OK, maybe it’s not quite that bad; however, A McKinsey …
Implementing a CRM or ERP or other enterprise system at a company – of any size – is an immense challenge and investment of manpower and money.
But without an investment in organizational commitment and the right mindset, the project could be doomed from the beginning, resulting in over-runs and low adoption of the new technology. And while project over-runs are the immediate pain, lack of adoption prevents you from capturing all the value of the new enterprise system for years to come.
But it doesn’t have to be this way. This week, Kyle looks at the Kotter 8-Step Process for Leading Change as a framework for realizing the value of your enterprise software investment.
Over the course of the week, Kyle Harsha had the opportunity to meet a variety of other Partners, Independent Software Vendors (ISVs) and Users that all operate in the Microsoft universe. Through those meetings, a number of things stood out. Here are three that really made an impression.
A popular way to extend Epicor is by the use of its WCF Services. Service endpoints, for example CustomerService.svc, are used to generate metadata for the entity that you plan on working with.
Defining Business Processes for Your Organization (Part 1 of 2) When setting up the project plan for a software implementation, companies often seek to cut out business process modeling in the interest of saving time and effort. However, at Datix, this step is a non-negotiable part of our process, because we know there is …
Why Your Salespeople Hate CRM Sales managers and company executives, you have a problem on your hands. You have invested in a CRM system, but despite all of the begging, pleading, threats, and motivational activities, it hasn’t been the silver bullet you thought it would be. You read the Aberdeen Research reports* saying that companies …
Translating a Passion for Manufacturing into Success It is mid-morning and the machine shop floor is alive with activity. Paul Arthur is in his element. As he stands next to the machines and listens to the owner talk, Arthur is keenly aware of the excitement in the owner’s voice and takes careful note of the …
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Manufacturers have always needed to track shop floor activity. In recent years this has taken on many forms, including production updates hand-written on shop floor management boards. The issue I have seen, in working with our clients, is those shop floor boards are not providing real-time information that is so absolutely crucial to planning and production. The good news? A straightforward solution, with a tremendous impact on shop floor productivity, is well within reach. It is possible to easily replace shop floor management boards, like one of our manufacturing clients did, with an automated solution in Epicor ERP.
Implement Processes Not Software Even the best Enterprise Resource Planning (ERP) is only a tool. It will not magically solve the problems your company is facing. It will most likely not automatically fit with your existing processes. Some of these processes may even need revision or, in other cases, the software will have to be adapted.
Bryan Sapot, founder and managing partner of Datix, gave a presentation to the CRM User’s group about the benefits of integrated CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems. Here are the highlights from the presentation. Sapot began by asking the very crucial question: Why use CRM?
