CRM Strategies

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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5 IPaaS Integration Myths: Busted

5 IPaaS Integration Myths: Busted To receive an integration demo and pricing… Contact Us Today IPaaS (Integration Platform as a Service) is just the latest up-and-coming technology trend that the mainstream enterprise hasn’t caught on to yet. The idea is simple; taking the integration platforms that have existed for a long time within the enterprise world i.e. …

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Leverage CRM For Manufacturing: 3 Key Tips

Leverage CRM For Manufacturing: 3 Tips As a manufacturing business, you may think that you don’t need CRM; whether you’re currently getting by on just an ERP system or (heaven forbid) mere Excel sheets. After all, CRM is for sales companies, and your focus needs to be on the quality of your product, right? However, …

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Improve CRM Software Strategy With These 5 Key Tips

  5 Unmissable Tips for Stellar CRM Software Strategy As the new year approaches, your team might be looking to take 2016 as an opportunity to overhaul your customer relationship management strategy, or to implement a whole new CRM system altogether (hopefully just not on New Years Day). With the advent of the cloud and …

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So You Think You Can Implement Enterprise Software Yourself?

So You Think You Can Implement Enterprise Software Yourself? You might have heard it before or maybe even said it yourself: “Why would we need help with implementing or updating our enterprise software?” After all, you know your own business inside and out—why shouldn’t you be able to carry out a completely successful software project designed …

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So You Think You Don’t Need CRM Software? Think Again

  Think You Don’t Need CRM? Think Again. Time and time again confident sales people will passionately tell you that they, and their team, don’t need CRM software to track their clients, follow up and close their sales consistently. They might exclaim “I have a spreadsheet system that works!”or “I’ve never dropped a lead before!” …

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Common CRM Strategy Pitfalls: How to Avoid Them

Common CRM Strategy Pitfalls There are no one-size fits all CRM software systems on the market today—and that’s a good thing. Modern enterprises operate in such varying and unique ways that it would be unreasonable to expect a silver bullet CRM that could be mapped onto any business and instantly improve their sales processes. As …

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10 Benefits of CRM and ERP Use Cases

Why CRM and ERP Use Cases Are Critical For Implementation If there’s anything that you know already about enterprise software, you will know that ERP and CRM implementation projects are no easy task; from selecting a vendor to choosing your project management team to going through the lengthy timeline of business process modeling, change management and …

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5 Key CRM and ERP Change Management Tips

CRM and ERP Change Management Strategy Guaranteed to Succeed Humans love their routine; it’s just one of the basic facts of life. Once we have found a way we like to do things and we become comfortable with it, it’s near impossible to change those ways without some form of pushback and frustration. With that …

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3 Reasons Your Go Live Date Should Never Be January 1st

  3 Reasons Your Go Live Date Should Never Be January 1st We’ve encountered quite a few companies that want to, or already have, selected January 1st as their planned go live date—and why not? After all, the first day of a new year seems like an intuitive day to pick: the start of a …

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Best CRM: Salesforce vs Dynamics 2015 — Reporting

Determining the Best CRM for Your Business The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming, with every vendor promising the latest update and innovative new feature. How do you sort through all the marketing talk to really …

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Software Adoption Strategy — Everything You Should Know

Software Adoption Strategy — Everything You Should Know Businesses naturally invest in their vision, and innovators are now looking toward enterprise software to allow them to achieve it. However, even some of the most well-intentioned projects will ultimately fall flat because of a failure to include a comprehensive organizational change management plan and software adoption strategy in the project …

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Ultimate ERP Implementation Plan E-Book

Enterprise software projects are known for sapping funds and taking way longer than expected to complete. When it’s all said and done, jobs hinge on the ERP implementation plan or CRM implementation strategy employed, the end-system is responsible for the company’s future revenue growth, and the businesses that fail in this process often face difficult futures. …

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