salesforce.com

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, …

Why You Should Connect Salesforce With ERP Software Read More »

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 …

Best CRM: Salesforce vs Dynamics 2015 — Reporting Read More »

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. …

Ultimate ERP Implementation Plan E-Book Read More »

Salesforce Best Practices: 5 Ways To Improve CRM Use

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 »

Why Should I Integrate ERP and CRM?

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.