CRM

6 Steps for Your CRM Implementation

Due to constantly growing customer expectations and global competition, the pressure is on for manufacturers and distributors to enhance customer relationships. That’s why many enterprises are turning to CRM software. While there is no set formula to create the perfect CRM timeline, we have compiled six steps that will give you a helpful place to start in creating your project plan!

Three ERP and CRM Integration Best Practices

Integrating your enterprise resource planning (ERP) and customer relationship management (CRM) software may not seem like an essential item on your business’ to-do list, but the fact of the matter is in today’s competitive manufacturing and distribution environment, software integration is non-negotiable. That’s why we put together three critical best practices to streamline your integration!

Exceed Customer Demands with eCommerce Integration

We’ve discussed the advantages of implementing Magento eCommerce to create an optimal online shopping experience, but this is the first step to achieving excellent customer service in the modern marketplace. Check out our overview of how integrating eCommerce with ERP or CRM software increases your company’s efficiency by automating processes and decreasing human errors.

Salesforce vs. Microsoft Dynamics 365 CRM

CRM software selection is a critical first step in implementing a solution that dramatically improves your business; however, many businesses choose CRM solutions that lead to unclear intentions, confusion, lost time, and ill-defined goals and system criteria. Both Microsoft Dynamics 365 and Salesforce are robust CRM solutions; however, each solution has its pros and cons. In evaluating Microsoft Dynamics 365 and Salesforce, we will examine three core matchups: reporting, mobility, and affordability. Keep reading to find out which solution reigns supreme.

5 Signs It’s Time For ERP and CRM Integration For Manufacturing

5 Signs It’s Time For ERP and CRM Integration For Manufacturing There’s too many manufacturing organizations currently operating both ERP and CRM enterprise software simultaneously without integrating the two. Usually, this is because they don’t even realize the revenue and possible growth they’re missing out on by refusing to pay out the short term investment …

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ERP and CRM Integration Best Practices

Best Practices To Consider When Integrating ERP and CRM Software Integrating your ERP and CRM enterprise software systems may not seem like an essential item on your business’ to-do list, but the fact of the matter is that in today’s ever more competitive world of business technology, software integration is now a non-negotiable. By weaving …

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Integration in the Cloud: The Future of Enterprise Software

IPaaS: Integration in the Cloud As the cloud and cloud-based services gather more and more traction within the enterprise technology world, it’s hard to think of a software solution or platform not making the move to the web. The transformation in software hosting towards the cloud is hardly a surprise—web-based instances provide every business with a scalability, reliability …

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CRM and ERP Training Strategy for Your Next Project

Your Next CRM and ERP Project Needs A Training Strategy It’s no secret that enterprise software like CRM and ERP can truly revolutionize the way your business operates, connecting your shop floor with your sales team in entirely new (and more efficient ways) to share data and streamline processes across your entire operation. Partly because …

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Convince The C-Suite: 5 Reasons For CRM ERP Integration

  Convince Your C-Suite: 5 Reasons For CRM ERP Integration So you’ve gone through the long slog of implementing both CRM and ERP systems in your business, and come out alive on the other side. However, you’re not quite seeing the ROI you expected and data is getting lost and corrupted in the shuffle between …

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Why You Should Connect Salesforce With ERP Software

Imagine, a top member of your sales team is walking the floor of a client’s manufacturing facility. The purchasing lead for you customer asks your team a series of specific questions that usually need quick answers like; “Do you have part X948 in stock? If so, how many? When could it be shipped and delivered, …

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4 Reasons Your Software Integration Project Is Failing

  4 Reasons Your Software Integration Project Is Failing Our last post covered some early steps that you should be taking should you notice an enterprise software project failing. Today, we are turning to the other side of the coin, going over some of the biggest red flags there are for software integration failure so …

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Salesforce and Epicor Integration: What’s Stopping You?

Why You Need Salesforce and Epicor Integration Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both …

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The Many Benefits of CRM Integration

The Many Benefits of CRM Integration With the rising popularity of best of breed software suites, a widening field of vendor options and functionality along with the advent of of the Internet of Things connecting them all, it’s not unusual for a modern company to running a veritable laundry list of enterprise software options at …

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Integrating CRM and ERP: Crucial Sync Points

Integrating CRM and ERP: Crucial Sync Points In our infographic published last week, Enterprise Integration: 8 Crucial Considerations, we noted that data sync directions and times were one of the most important factors to plan out before integrating CRM and ERP. However, what if you haven’t even figured out exactly where you’re going to be syncing …

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