CRM implementation

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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Salesforce and MS Dynamics: Take Our CRM Selection Test

Choosing Between Salesforce and MS Dynamics One of our most popular posts of all time pitted Salesforce and MS Dynamics against each other in a CRM software showdown. Over our years of work as a software consultancy business, we have found that a lot of organizations end up evaluating these two CRM systems as their final choices. …

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CRM Selection Guide and Best Practices

  Visit the new and improved Datix Blog The Only CRM Selection Guide You Need Selecting a CRM software system is a critical first step in implementing a solution that can dynamically change and influence the future of your business. CRM is one of the most crucial pieces of software you can leverage when it comes …

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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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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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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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3 Ways To Manufacture CRM & ERP Adoption

3 Ways To Manufacture CRM & ERP Adoption CRM and ERP implementations can be difficult. These processes take a lot of time and careful planning. After it’s all said and done, fingers remain crossed as stakeholders hope that the organization itself will take to the new system. The challenge that most organizations face at this point in …

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Ultimate ERP Implementation Plan E-Book

Ultimate CRM & ERP Implementation Plan E-Book How to Use E-Book for an ERP Implementation Plan 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 …

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5 Reasons Business Systems Eat Up Profits Every Year

Business Systems Eat Up Profits Every Year You may be one of those seated quaintly in the budget meeting trying to determine why the business systems financial plan has cut into three, four, or event  five percent of profit year after year. You observe the same solution brought forth to you is reminiscent of the …

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Dynamics CRM Implementation, Mapping, Epicor Integration

Dynamics CRM Implementation, Mapping & Integration Case Study Case Study: Aerospace, Defense Contractor Implements Dynamics CRM Download the case study PDF What: Microsoft Dynamics CRM implementation, a re-mapping of the sales and quoting process, and a custom integration with Epicor ERP version 10 When: Project occurred in 2014-2015 Where: Midwest, United States Download the full Dynamics CRM implementation case study …

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Mapping Dynamics CRM To Sales Process | Why We Did It…

Mapping Dynamics CRM To Sales Process How would your company benefit from a greater connection to your end customer data? You can probably think of a couple of different use cases in which this may be beneficial. By mapping Dynamics CRM to our sale process we began to explore how these kinds of scenarios would impact our business. This week …

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5 Ways to Improve a Software Implementation Process

5 Ways to Improve a Software Implementation Process Late last week we detailed the difference between optimal implementation process practices and traditional methods. The piece laid out the vital differences between the two methodologies, and why modern best practices can mitigate the many risks that a large software implementation process can present. This time, we will …

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Modern Best Practices For CRM and ERP Implementation

Modern Best Practices For CRM and ERP Implementation Enterprise software is changing faster than ever before. These powerful business applications provide users the ability to make business processes more efficient; achieving dynamic new business outcomes. In light of this, more and more businesses are in the process of a CRM or ERP implementation. However, there …

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Why Management Software Is A Bad Investment

Why Management Software Is A Bad Investment Why is a software consulting firm that provides some of the world’s leading management software writing about how investing in enterprise technology should be considered a poor financial investment? The fact of the matter is that it’s true. Management software itself —in this day and age—is a poor investment. So, …

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