Salesforce Best Practices When we work with businesses inside of our CRM consulting practice, we get dozens of inquires around how to implement Salesforce best practices, and make the software itself work better. Organizations know that once the software is installed that it is an empty slate, and that the success of it’s implementation and adoption …
Salesforce Best Practices: 5 Ways To Improve CRM Use Read More »
Steps for ERP System Selection Selecting the right ERP system for your business is critical. We often lovingly use the phrase, “the right tool, for the right job”. This may sound cliche, but it is exceedingly true with enterprise software. ERP system selection is different for every business. Your businesses BPM’s, quirks, and unique characteristics will …
Improve Sales Using ERP Systems For many, ERP suites serve as a costing tool; configured to mine for operational efficiencies and assign costs to revolving tasks induced by a surfeit number of transactions made by machine, man, and consumer. When configured around business processes, ERP systems can eliminate unnecessary waste and improve compliance reporting. Yet, while these results …
Why Connect Epicor With CRM? If you want data to help your business deliver more efficient processes and to improve how your business uses software you should strongly consider integrating your ERP with your CRM. Your business could save hundreds of hours a week, make processes more efficient, and create a single source of the truth. We …
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 …
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 …
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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 …
Systems integration, in our world, is simply the merging of data between Epicor ERP and your CRM. If this seems fairly straightforward, that is because it is. Systems integration is meant to simplify your data and make your business operate with greater efficiency. What’s more, integrating your ERP and CRM is simple and straightforward. Here’s 5 reasons why ERP and CRM integration makes sense, and how you can get started.
